IRVINE, CA (August 28, 2018) – Union Bank announced today that Robert V. Chamberlin, III, has joined its Wealth Markets team as a Vice President and Wealth Management Consultant. Chamberlin is based in the company's Irvine office and reports to Jason P. Liu, Head of Wealth Planning and Director of Sales Development and Training for Wealth Markets.
Chamberlin will focus on coaching and training a group of Private Wealth Advisors, Private Bankers and Financial Advisors to better meet the unique, ever changing needs of the Bank's most affluent clientele in Orange County, California.
"For more than 150 years, Union Bank has been serving families, business owners and diverse individuals like those who built Orange County into one of the most desirable places to live and work in the United States," said Liu. "To serve and grow this important market, we must continue to add to our talented team of wealth management professionals. Robert's extensive wealth management experience and successful track record in leadership and coaching make him uniquely qualified to provide support and guidance to our elite team of wealth management advisors and to help them build deeper, more significant relationships with our clients."
Chamberlin comes to the bank with more than 20 years experience in financial services and wealth management. Most recently, he served as Vice President, Team Lead/Investment Product Specialist at J.P. Morgan Chase, where he supported 120 advisors in areas of investment solutions, financial planning and practice management. Chamberlin began his career as an equity trader at PCH Securities and held progressive roles in wealth planning and investments at Preferred Capital Markets, Robertson Stephens, and Wells Fargo.
"Union Bank has built a stellar reputation for its professional wealth management team and its innovative solutions and services," says Chamberlin. "I look forward to working with the terrific team in Orange County and bringing my passion for helping advisors provide quality advice and service to our clients."
Chamberlin earned a bachelor's degree in Business Management from California State University, San Marcos, and holds FINRA series 7, 63 and 66 licenses.
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 deliver customized solutions centered on each client's unique goals and dreams.
About MUFG Union Bank, N.A.
As of June 30, 2018, MUFG Union Bank, N.A. operated 355 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 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 $123.8 billion, as of June 30, 2018, 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 ¥299.1 trillion (JPY) or $2.7 trillion (USD)1, as of June 30, 2018. 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.
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.
(1) Exchange rate of 1 USD=¥110.5 (JPY) as of June 29, 2018