Lisa J. Roberts
Corporate Officer/Principal bij MUFG Union Bank, NA
Profiel
Ms. Lisa J.
Roberts is a Managing Director & Head of Community Banking at MUFG Union Bank, NA.
With over 28 years of wealth management experience, she has held roles at independent and large wealth management firms.
She is responsible for growing and managing a high-caliber team of Private Wealth Advisors serving high net worth clients in Northern California and the Pacific Northwest.
Under her leadership, Union Bank will further enhance the delivery of holistic planning solutions providing the bank’s full range of capabilities, including wealth planning, investment services, risk management, trust and estate services, banking and lending to meet the complex needs of clients.
Prior to joining MUFG in September 2016, Ms. Roberts served as Regional Market Manager at Citi Private Bank for more than five years and led a team of bankers focused on serving the needs of Ultra High Net Worth clients in Northern California.
Since 1988, she has held various wealth management positions including roles at Bank of America and Wells Fargo.
Those appointments have included managing the effective delivery of client solutions, overseeing seasoned wealth advisors, and meeting business targets by focusing on client needs.
She was previously employed as a Managing Director by Freestone Capital Management LLC and a Managing Director by Merrill Lynch, Pierce, Fenner & Smith, Inc.
Ms. Roberts holds a Bachelor of Science in Business Finance from Indiana University, Bloomington, Indiana and a Masters of Business Administration from Capital University, in Columbus, Ohio.
Actieve functies van Lisa J. Roberts
| Bedrijven | Functie | Begin |
|---|---|---|
MUFG Union Bank, NA
 MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Corporate Officer/Principal | 01-09-2016 |
Eerdere bekende functies van Lisa J. Roberts
| Bedrijven | Functie | Einde |
|---|---|---|
Freestone Capital Management LLC
 Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Corporate Officer/Principal | 01-06-2016 |
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Corporate Officer/Principal | 01-10-2015 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01-05-2015 |
Banc of America Investment Services, Inc.
 Banc of America Investment Services, Inc. Investment Banks/BrokersFinance Banc of America Investment Services, Inc. provides investment products, accounts and services. The company offers online trading, products including stocks, bonds and mutual funds. Banc of America Investment Services was founded in 1986 and is located in Charlotte, NC. | Corporate Officer/Principal | 01-10-2009 |
| Wells Fargo Bank (Colorado), NA | Corporate Officer/Principal | 01-12-2007 |
Opleiding van Lisa J. Roberts
| Indiana University | Undergraduate Degree |
| Capital University | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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| Bedrijven in privébezit | 7 |
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MUFG Union Bank, NA
MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Finance |
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Finance |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Finance |
Banc of America Investment Services, Inc.
Banc of America Investment Services, Inc. Investment Banks/BrokersFinance Banc of America Investment Services, Inc. provides investment products, accounts and services. The company offers online trading, products including stocks, bonds and mutual funds. Banc of America Investment Services was founded in 1986 and is located in Charlotte, NC. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
| Wells Fargo Bank (Colorado), NA | Finance |
Wells Fargo Investments LLC
 Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
