Citi Private Bank has bolstered its ultra-high-net-worth advisory business in Dallas and San Francisco with new appointments.
The new hires include Paul Cooke, Jake Trousdale and Sara Doutt, who have joined the firm’s Dallas office.
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Cooke has joined as director and ultra-high-net-worth private banker. Trousdale has also joined as director and ultra-high-net-worth private banker. Doutt has joined Citi as a vice president and associate.
Cooke was most recently vice president with J.P. Morgan Private Bank. Prior to that he has served as a vice president at RBC Wealth Management. Trousdale most recently served as a vice president with J.P. Morgan Private after spending ten years at the firm. Doutt has most recently worked as an analyst at J.P. Morgan Private Bank.
In San Francisco, William Epperson Giles and Steve Beverage have joined the firm as ultra-high-net-worth private bankers from Abbot Downing.
Giles and Beverage joined the firm’s Northern California team as ultra-high-net-worth private bankers as managing director and director respectively.
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By GlobalDataGiles has worked for Abbott Downing for more than two decades, most recently as senior vice president, family wealth advisor and director. Beverage was most recently a vice president where he managed a portfolio of ultra-high-net-worth client relationships.
Citi Private Bank provides investing and wealth advice for ultra-high-net-worth clients with more than US$25 million in net worth.
