Market Overview

Union Bank Expands San Jose Wealth Management Team

Share:

Union Bank Expands San Jose Wealth Management Team

Jeffrey C. Keating Joins as Private Wealth Advisor

PR Newswire

SAN FRANCISCO, Aug. 27, 2018 /PRNewswire/ -- Union Bank today announced that Jeffrey C. Keating has joined its Wealth Markets team in San Jose as Vice President, Private Wealth Advisor in the Bay Area.  He reports to Lisa Roberts, Private Wealth Management Executive, Northern California and Pacific Northwest.

Jeffrey Keating

Keating will manage the bank's relationships with some of its most affluent clientele, providing comprehensive, holistic solutions for their complex financial needs, including wealth planning, investment management, estate and business planning, as well as banking and lending products and services.

"Union Bank is committed to providing sophisticated relationship management and tailored financial solutions that help families, business owners and individuals with their unique wealth management needs," said Roberts.  "We are excited to add Jeff to our team of experienced Wealth Advisors. His extensive financial and client services experience along with his knowledge of the Bay Area market will help us serve our local clientele and grow our business in the area."

Prior to joining the bank, Keating served as Director, Investment Strategist at BlackRock in San Francisco, where he oversaw the day-to-day operations of the largest defined contribution plan in the United States. Prior to that he served as Executive Director, Senior Relationship Manager for JP Morgan in Hong Kong, where he handled securities lending client relationships for global clients based in Asia. He began his career at State Street Bank and Trust, where he held a number of management positions in asset servicing and securities lending.

"I am excited to join Union Bank's talented Wealth Markets team, which is highly respected for its experienced advisors and customized financial solutions," said Keating.  "I look forward to working with Lisa and the Wealth Management team to assist our clients and grow our presence in the Bay Area."

Keating holds an MBA from the Sawyer School of Management at Suffolk University in Boston, and a bachelor's degree in business from Worcester State College in Worcester, MA.

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.

1 Exchange rate of 1 USD=¥110.5 (JPY) as of June 29, 2018

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.

©2018 MUFG Union Bank, N.A. All rights reserved. Member FDIC.
Union Bank is a registered trademark and brand name of MUFG Union Bank, N.A.

(PRNewsfoto/MUFG Union Bank, N.A.)

Cision View original content with multimedia:http://www.prnewswire.com/news-releases/union-bank-expands-san-jose-wealth-management-team-300702759.html

SOURCE MUFG Union Bank, N.A.

View Comments and Join the Discussion!