Press Release

Bjorn Stehr Joins Union Bank In Seattle As A Private Wealth Advisor

For Immediate Release 12/13/2019

Press contact:
Juanita Gutierrez
(213) 236-5017
[email protected]


Los Angeles, CA (January 3, 2018) - Union Bank today announced that Bjorn Stehr has joined The Private Bank as a Director and Private Wealth Advisor. Based in Seattle, Washington, he reports to Lisa Roberts, Head of Private Wealth Management for Northern California and the Pacific Northwest.

In this role, Stehr is responsible for providing high net-worth individuals, families, and non-profit organizations with tailored solutions that address their specific financial goals. He will partner with Union Bank experts across: wealth planning, investments, risk management, trust and estate services, and banking to deliver the institution’s full breadth of capabilities.

“Our team of experts and Bjorn are well-positioned to help clients navigate the new U.S. tax code and recalibrate their wealth plans as we go into 2018,” added Roberts.

Stehr joins The Private Bank with more than 15 years of financial services experience, which includes senior positions at U.S. Trust and J.F. Shea, Inc. in Seattle. He holds a bachelor’s degree in Business Administration from Oregon State University and an MBA from The Wharton School.

About The Private Bank
The Private Bank is an exclusive part of Union Bank dedicated to the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives and professional service firms. The Private Bank is built around teams of wealth management professionals who provide financial advice centered on each client’s unique goals and dreams.

Wealth planning strategies have legal, tax, accounting and other implications. Prior to implementing any wealth planning strategy, clients should consult their legal, tax, accounting, and other advisers.

About MUFG Union Bank, N.A.
As of September 30, 2017, MUFG Union Bank, N.A. operated 361 branches, comprised primarily of retail banking branches in the West Coast states, along with commercial branches in Texas, Illinois, New York and Georgia, as well as 18 PurePoint Financial Centers and two international offices. We provide a wide spectrum of corporate, commercial and retail banking and wealth management solutions to meet the needs of customers. We also offer an extensive portfolio of value-added solutions for customers, including investment banking, personal and corporate trust, global custody, transaction banking, capital markets, and other services. With assets of $118.6 billion, as of September 30, 2017, MUFG Union Bank has strong capital reserves, credit ratings and capital ratios relative to peer banks. MUFG Union Bank is a proud member of the Mitsubishi UFJ Financial Group (NYSE: MTU), one of the world’s largest financial organizations with total assets of approximately ¥305.5 trillion (JPY) or $2.7 trillion (USD)1, as of September 30, 2017. The corporate headquarters (principal executive office) for MUFG Americas Holdings Corporation, which is the financial holding company and MUFG Union Bank, is in New York City. The main banking office of MUFG Union Bank is in San Francisco, California.

You’re leaving Union Bank

By clicking on the link below, you will leave the Union Bank website and enter a privately owned website created, operated, and maintained by another unaffiliated business. By linking to the website of this private business, Union Bank is not endorsing its products, services, or privacy or security policies. If you accept third-party goods or services advertised at our website, the third party may be able to identify that you have a relationship with us (for example, if the offer was made only through our site).

The information that this private business collects and maintains as a result of your visit to its Web site, and the manner in which it does so, may differ from the information that Union Bank collects and maintains. (Refer to the Privacy & Security section for privacy protections Union Bank provides to its Web site visitors). If you provide the business with information, its use of that inforation will be subject to that business's privacy policy. We recommend you review their information collection policy, or terms and conditions to fully understand what that business collects. We are not responsible for the information collection practices of the other Web sites that you visit and urge you to review their privacy policies before you provide them with any personally identifiable information.

If you wish to continue to the destination link, press Continue.