CB&T Wealth Management, a provider of wealth management services to California Bank & Trust customers and others, has appointed Gary Yabko as wealth manager.
Yabko will address all aspects of the wealth-management needs of high-net-worth families throughout California, from trusts and estate planning to business transitions and retirement. Drawing on CB&T Wealth Management’s broad portfolio of services, he will help develop integrated strategies for planning and managing their assets.
"We’re delighted to have Gary contribute his extensive experience to the CB&T Wealth Management team," says Frank Lee, Executive Vice President and Division Manager of California Bank & Trust’s Business and Personal Banking Division. "After developing a thorough understanding of the financial needs of high-net-worth families, Gary will work with them closely to address those needs. He’ll serve both California Bank & Trust customers and others in the state seeking wealth management services."
Prior to joining CB&T Wealth Management, Yabko worked for City National Bank as regional financial advisor. In this capacity he successfully expanded the bank’s wealth management business in the northern Los Angeles area. Previously, Yabko served as executive investment consultant for First Federal Bank of California clients. He began his career as an associate with Morgan Stanley, subsequently joining Washington Mutual. Earlier, he owned Apple Accounting in Hawaii.