Personal trust executive Doug Sherry has joined Bank of The West’s Wealth Management Group as chief fiduciary officer. Sherry brings more than 20 years of experience, with extensive knowledge of fiduciary oversight and administration.
In his previous roles at other major financial institutions, Sherry held fiduciary management responsibilities for trust and investment management businesses during which he led teams to grow relationships and assets under management, drive operating efficiencies, and expand partnerships with functions across complex institutions.
In this role, Sherry is responsible for overseeing the bank's fiduciary responsibilities to the affluent, high net worth and ultra high net worth clients it serves. The addition of Sherry to the team comes as part of the group's focus on deepening of its solutions for the complex needs of wealth management clients as it continues to grow rapidly.
"Personal trust services form the foundation of our work with affluent, high net worth and ultra high net worth clients across the United States. As we continue to expand the number of clients we serve and deepen those relationships, Doug's experience will be a strong asset for our clients and our team," says John Bahnken (pictured), head of Wealth Management Group and senior executive vice president.