People Moves

Bank Of America's US Trust Makes Raft Of Appointments From Coast To Coast

Eliane Chavagnon, Editor Americas, 11 December 2014

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US Trust, part of the Bank of America wealth management business, has hired 11 people from firms including Citigroup and Rockefeller.

US Trust, part of Bank of America's global wealth and investment management unit, has made 11 new hires coast-to-coast from firms including Citigroup and Rockefeller.

In the northeast, the firm made hires in four states: Euching Lin joined the New York office as a private client advisor (PCA) from Citigroup while Felicia Yieh Pan also joined the NY office as a PCA from Rockefeller & Co.

Meanwhile, Don Smith stepped into the Boston, Massachusetts, office as a PCA from F L Putnam Investment Management Company and in Connecticut Brian Sheehan - formerly a senior trust officer with US Trust - assumed a new position as a PCA in West Hartford. Additionally, Brian Fink joined the Westport, Connecticut, branch as a PCA from Pacilio Wealth Management/Washington Wealth Management.

In New Jersey, Aimee Troy was appointed in Florham Park as a senior trust officer from Levine DeSantis.

In the southeast, Carlos Rodriguez joined the Tampa, Florida, office as a wealth strategies advisor from SunTrust Bank while in Washington Brent Smith joined the DC branch as a PCA from Citigroup.

US Trust also hired Elizabeth Leicht in Houston, Texas, as a senior trust officer from Woodway Financial Advisors as Todd Braulick – formerly a trust officer with US Trust – assumed a new position as a PCA in San Antonio, Texas.

To the west, Shirley Cruz - formerly a private client manager with Bank of America Corporation - was promoted to PCA in Las Vegas, Nevada.

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