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.