Los Angeles, CA (September 19, 2016) – MUFG Union Bank, N.A. (Union Bank) today announced the appointment of Lisa Roberts as a Managing Director and Head of Private Wealth Management for Northern California and the Pacific Northwest. In this new role, Roberts will report to Michael Feldman, Head of Wealth Markets. She will be based in San Francisco.
Roberts will be responsible for growing and managing a high-caliber team of Private Wealth Advisors serving high net worth clients in Northern California and the Pacific Northwest. Under her leadership, Union Bank will further enhance the delivery of holistic planning solutions providing the bank's full range of capabilities, including wealth planning, investment services, risk management, trust and estate services, banking and lending to meet the complex needs of clients.
"Lisa's appointment underscores our commitment to Northern California and the Pacific Northwest region. Her appointment is also part of our on-going recruitment efforts to hire high-caliber wealth managers to grow our Wealth Markets business," said Mike Feldman. "In a low-growth, low-interest rate environment, our clients are looking for advice to preserve wealth and identify investment opportunities that will allow them to stay on track with their financial goals. Lisa and our team of experts will help them stay on course to meet their long-term objectives."
With 28 years of wealth management experience, Roberts has held roles at independent and large wealth management firms. She served as Regional Market Manager at Citi Private Bank for more than five years and led a team of bankers focused on serving the needs of Ultra High Net Worth clients in Northern California. Since 1988, she has held various wealth management positions including roles at Bank of America and Wells Fargo. Those appointments have included managing the effective delivery of client solutions, overseeing seasoned wealth advisors, and meeting business targets by focusing on client needs.
She holds a Bachelor of Science in Business Finance from Indiana University, Bloomington, Indiana and a Masters of Business Administration from Capital University, in Columbus, Ohio. In 2015, Roberts was named one of San Francisco's Most Influential Women in Business by the San Francisco Business Times.
Her announcement follows the appointments of Simone Branigan, Ralph Dickman and Mary Murray who joined as Vice Presidents within Union Bank's Private Wealth Management unit. Those positions were announced in May 2016.
About The Wealth Markets Group
The Wealth Markets Group at MUFG Union Bank, N.A. includes the company's private wealth management, wealth planning, trust and estate services, as well as its investment advisory and brokerage subsidiary, UnionBanc Investment Services LLC (member FINRA/SIPC), its SEC-registered investment adviser subsidiary, HighMark Capital Management Inc., and its insurance divison, UnionBanc Insurance Services, California State Insurance License No. 0817733. Non-deposit investment products: • Are NOT deposits of or guaranteed by the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including the possible loss of principal invested • Insurance and annuities are products of the insurance carriers.
About MUFG Union Bank, N.A.
MUFG Union Bank, N.A., is a full-service bank with offices across the United States. 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 access to investment banking, personal and corporate trust, global custody, transaction banking, capital markets, and other services. With assets of $116 billion, as of June 30, 2016, MUFG Union Bank has strong capital reserves, credit ratings and capital ratios relative to peer banks. MUFG Union Bank is a proud member of Mitsubishi UFJ Financial Group Inc. (NYSE: MTU), one of the world's largest financial organizations with total assets of approximately ¥298.2 trillion (JPY) or $2.9 trillion (USD)1, as of June 30, 2016. 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.
(1)Exchange rate of 1 USD=¥102.91 (JPY) as of June 30, 2016