US Trust, Bank of America's Private Wealth Management unit, has made a series of senior appointments across its locations in Illinois, New York, Indiana, Kansas, Massachusetts, and Oregon.
The firm appointed David Koh a senior institutional portfolio strategist in its New York office. He previously worked at Deutsche Asset Management as head of third party investments.
At Deutsche, Koh was in charge of the it’s $12.9 billion alternative investments platform and oversaw the due diligence and structuring of investments with third party managers for single/multi-asset investments, separate accounts and customized mandates.
In Chicago, the firm appointed David Flick as senior portfolio consultant and Alden Sulger as a private client advisor.
Flick had previously been executive director of interest rate product sales at JP Morgan and Sulger was a managing director at Nomura Securities.
Edward Pinnell, previously senior trust advisor at PNC Bank, has taken on the role of a senior trust advisor in US Trust’s Indianapolis office.
Sueanna Budde has joined the Wichita, Kansas office as a private client manager after working as a senior portfolio manager at Wells Fargo.
Jason Port joined the Boston office as a senior trust officer and had a prior tenure at Mirck O’Connell as a trust and estates attorney.
Christian Cobb and Rex S Ritter both joined the Portland, Oregon office as private client advisors.
Cobb and Ritter join from Umqua Bank where they held the roles of market leader and private bank advisor, respectively.
