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

Eliane Chavagnon

11 December 2014

, 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.