Bank of the West has appointed Julie Shafer as the head of the strategic philanthropy and purpose investing offering for its wealth management group.

Go deeper with GlobalData

Data Insights

The gold standard of business intelligence.

Find out more

Shafer will report to Steve Prostano, who has joined as head of the firm’s UHNW business.

In her new role, Shafer will be responsible for guiding the clients achieve their philanthropic goals.

With more than two decades of experience in the industry, Shafer has held consulting positions with philanthropists, foundations, not-for-profits and corporations globally.

Previously, Shafer managed a strategic philanthropy consulting firm, which specialized in offering strategic planning services for donors and grantees.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Prior to this, she held several senior not-for-profit executive positions including director of development at the Institute for Neurodegenerative Diseases University of California San Francisco (UCSF) and as executive director of the Silver Giving Foundation.

Prostano said: "Julie has extensive experience developing strategies for philanthropy and impact investing for ultra high net worth individuals and families.

"She will be a tremendous asset to our wealth clients who are interested in taking an innovative approach to investing and giving for a sustained and measurable change as a result of their efforts."