|
|
|
|
|
|
| The Private Banking and Investment Group is comprised of approximately three hundred Private Wealth Advisors nationwide who focus their efforts on attracting, developing and managing relationships with individuals and families of substantial means. Client relationship management, investment strategy and management and client service are among their primary responsibilities. Following a rigorous training and accreditation process, our Private Wealth Advisory teams set the industry standard for professional qualification and provide unmatched personal service and responsiveness. |
|
| Within the Private Banking and Investment Group, we also have a network of experts in Investment Strategy and Management, Banking and Lending, Concentrated Stock Management, Tax Management, Estate Planning and Trust Services, Philanthropy and Family Office Services. These specialists support Private Wealth Advisors in delivering a full range of the most appropriate and effective solutions to meet the unique and complex financial needs of our clients. |
|
| Positions in the Private Banking and Investment Group are available in New York, Atlanta, Boston, Chicago, Dallas, Los Angeles, San Francisco and Washington, D.C. |
|
| For more information, contact Roland Tram. |
|
|
