• Published on 7 December 2017
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Union bank appoints Stephen Sherline head of private wealth management for southern California

Union Bank announced the appointment of Stephen M. Sherline as a Managing Director and Head of Private Wealth Management for Southern California. Based in Beverly Hills, he reports to Michael Feldman, Head of Wealth Markets.

Sherline is responsible for growing and managing a high-caliber team of Private Wealth Advisors serving the needs of high net worth individuals, non-profit organizations, business owners, corporate executives, families, and professional services firms in Southern California. Under his leadership, The Private Bank will further enhance the delivery of the bank's full range of capabilities, including comprehensive wealth planning, investment services, risk management, trust and estate services, banking, and lending.

"Steve's appointment underscores our continued efforts to expand our business across the West Coast," said Feldman. "In this role, he will accelerate our growth in Southern California and further strengthen the advisory services we offer to three important client segments: women, business owners, and their families."

Sherline joins Union Bank with more than 25 years of financial services experience serving high net-worth families and institutions with more than $3 million in assets. He has held senior positions at several institutions including U.S. Bank, Fifth Third Bank, Smith Barney, among others.

He holds a bachelor's degree in Business Administration from Eastern Michigan University in Ypsilanti, Michigan, and is also a graduate of the Pacific Coast Banking School in Bellevue, Washington. A Certified Financial Planner™, Sherline has also earned a Wealth Management Consulting Certificate from the Consulting Group Graduate School in New York.

Re-disseminated by The Asian Banker from PRNewsWire