Press Release

Nelson Cooney Joins Union Bank as Private Wealth Advisor in San Francisco

Nelson Cooney Joins Union Bank as Private Wealth Advisor in San Francisco



Press Contact:  
Liz Shapiro 
[email protected] 
(213) 236-4136 


SAN FRANCISCO, July 23, 2019 – Union Bank today announced that Nelson Cooney has joined as a Private Wealth Advisor serving the San Francisco market. Mr. Cooney will report to Lisa Roberts, Managing Director, Private Wealth Management, and will be based out of Union Bank’s San Francisco office. 

In his role, Mr. Cooney will partner with a team of Union Bank strategists and experts to deliver customized wealth planning, investments, risk management, banking and trust and estate services to high net worth individuals and families. 

"We are thrilled to welcome Nelson to our team and continue the expansion of our Northern California office," said Roberts. "Nelson’s deep knowledge and experience with high net worth individuals within the San Francisco market will allow us to continue to identify the creative solutions our clients require to address their complex wealth planning needs." 

Mr. Cooney joins the bank with more than 19 years of experience in banking and wealth management, including in the areas of wealth planning, trusts and estates, philanthropy, custom credit, real estate finance and specialty asset management. 

Most recently Mr. Cooney served as a Senior Vice President, Private Client Manager for U.S. Trust and Banc of America Securities, LLC where he was responsible for providing wealth management strategies for the bank’s high net worth clients in the San Francisco market. He previously worked within Prime Brokerage for Banc of America Securities. 

Mr. Cooney is a Certified Kingdom Advisor® and received a Bachelor of Science Degree and a Master of Business Administration from the University of San Francisco. 

About Union Bank 
Union Bank is a full-service bank with a rich history of investing in our clients, communities and employees throughout the West Coast for more than 150 years. Union Bank provides a wide range of personal and business banking products as well as wealth management services. With more than 350 branches in California, Oregon and Washington, Union Bank remains committed to serving the needs of its local communities. As a member of the Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions, Union Bank holds our clients’ best interests to heart and remains committed to investing in their success. 

About MUFG Union Bank, N.A. 
As of March 31, 2019, MUFG Union Bank, N.A. operated 351 branches, consisting primarily of retail banking branches in the West Coast states, along with commercial branches in Texas, Illinois, New York, and Georgia, as well as 22 PurePoint ® Financial Centers. 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 $133.4 billion, as of March 31, 2019, 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: MUFG), one of the world’s largest financial organizations with total assets of approximately ¥311.1 trillion (JPY) or $2.8 trillion (USD)###DISCLAIMER:2_0 Yen Exchange Rate March 29 2019###, as of March 31, 2019. 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.

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