SunTrust Banks has expanded its presence in Ohio by launching new private wealth management offices in Cincinnati and Cleveland.
The Cincinnati team will be headed by Virginia (Ginny) Kuertz as the Ohio division executive. Kuertz formerly was the managing director for Southwest Ohio and northern Kentucky at J.P. Morgan Private Bank.
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The SunTrust office in Cleveland office be led by Karen Dulaney. He will serve as a client adviser and report to Kuertz.
Dulaney has an industry experience of 31 years in Cleveland, of which the last 22 years were spent at Key Private Bank and J.P. Morgan Private Bank.
SunTrust Private Wealth Management head Joe Thompson said: “Our wealth management team will help affluent families and institutional clients throughout Ohio and Northern Kentucky make confident financial decisions by delivering investment management, banking solutions and goals-based financial planning.
“Middle-market companies throughout the region have seen their businesses grow faster than the national average; in partnership with our commercial team we will advise entrepreneurs who are exploring the sale of their business.”
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By GlobalDataHere are the slides of SunTrust’s financial performance in 2018
