LOS ANGELES, Dec. 7, 2017 /PRNewswire/ — Union Bank® today 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.
Stephen M. Sherline, Managing Director, and Head of Private Wealth Management for Southern California.
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.
About The Wealth Markets Group
The Wealth Markets Group at MUFG Union Bank, N.A. includes the company’s private wealth management, wealth planning, trust and estate services, as well as its investment advisory and brokerage subsidiary, UnionBanc Investment Services LLC (member FINRA/SIPC), its SEC-registered investment adviser subsidiary, HighMark Capital Management Inc., and its insurance divison, UnionBanc Insurance Services, California State Insurance License No. 0817733. Non-deposit investment products: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including the possible loss of principal invested • Insurance and annuities are products of