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Union Bank expands San Francisco private wealth management team

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Tyler Brasfield and Lawrence Parente have joined Union Bank’s private wealth management team in San Francisco as private wealth advisers.

Brasfield joins as a vice president and Parente joins as a director.
 
They report to Lisa Roberts, head of private wealth management for Northern California and the Pacific Northwest, who was appointed to her role in the autumn of 2016.
 
Brasfield and Parente work with a team of wealth management professionals across disciplines and provide customised wealth management planning to assist clients achieve their long-term financial goals.
 
“Union Bank has a 150 year history supporting the families, business owners and individual visionaries that have made Northern California the vibrant economy it is today. Building on that legacy, we continue to make strategic appointments to assist our Northern California clients through some of the challenges and opportunities they currently face,” says Michael Feldman, head of wealth markets. “Tyler and Larry are well-equipped to deliver comprehensive wealth planning by bringing together a team of specialists that can help clients navigate important matters, including rising interest rates and tax reform preparation.”
 
Brasfield joined from JP Morgan Private Bank where he was a private wealth adviser. He brings to Union Bank more than 12 years of experience in the financial services industry. Brasfield began his career advising executives of financially distressed hospitals on business and financial strategy. This included serving as a manager for Accenture within their strategy consulting practice in New York. Additionally, he co-founded and served as chief operating officer of Ecure, a consulting firm that advised private physician practices on financial management and operational improvement using smart technology.
 
Parente joined Union Bank from Jackson Square Financial, a registered independent advisory firm in San Francisco, where he was a senior wealth manager. He brings more than 16 years of experience as an investment specialist. Parente also served as a principal and senior wealth advisor with Bessemer Trust, as a senior trust specialist at Merrill Lynch, and as senior vice president and senior trust officer at Bank of America’s Private Bank. As part of Bank of America’s family wealth advisory team, he served families with USD50 million or more in net worth.

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