Bringing you live news and features since 2006 

Strategic philanthropy expert joins Bank of the West’s Wealth Management Group


Julie Shafer (pictured) has joined Bank of The West’s Wealth Management Group as head of the Strategic Philanthropy and Purpose Investing offering.

Shafer will report to Steve Prostano, the newly appointed head of Bank of the West's ultra high net worth business, and will focus on helping clients achieve their philanthropic goals.
"Our clients today seek to invest intelligently, with the knowledge that they can invest for the social good while seeking strong financial returns," says Steve Prostano, head of Bank of the West's ultra high net worth business. "Julie has extensive experience developing strategies for philanthropy and impact investing for ultra high net worth individuals and families. She will be a tremendous asset to our wealth clients who are interested in taking an innovative approach to investing and giving for a sustained and measurable change as a result of their efforts."
An industry veteran with more than 20 years of experience, Shafer has held consulting positions with philanthropists, foundations, not-for-profits and corporations both national and globally. Prior to joining Bank of the West, Shafer led a highly successful strategic philanthropy consulting firm, which specialised in efficient, thoughtful and innovative strategic planning for donors and grantees. Shafer previously served in several senior not-for-profit executive positions including director of development at the Institute for Neurodegenerative Diseases University of California San Francisco (UCSF) and as executive director of the Silver Giving Foundation.

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by