Union Bank Builds Pacific Northwest Wealth Management Team With Addition of Two Senior Vice Presidents
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To further its commitment of serving the Pacific Northwest, Union Bank
of California, N.A. is adding senior vice presidents John Calhoun and
Chris Merrywell to its wealth management group.
As regional director for the Pacific Northwest personal trust business,
Calhoun will be responsible for managing and growing business for
personal trust offices in Seattle, Tacoma, Wash. and Portland, Ore.
Merrywell will manage private banking relationships and oversee retail
branches in Seattle, Tacoma, Wash. and Bellevue, Wash. Both will be
based in Seattle.
"John and Chris will be instrumental in
continuing to build key relationships throughout the Pacific Northwest,”
said Mary Curran, executive vice president of wealth management at Union
Bank. "Their leadership and experience will
further enable us to help people meet the unique challenges of managing
their financial success.”
Before joining Union Bank, Calhoun managed high net worth business at
Charles Schwab & Co. in Seattle, and helped operate the company’s
financial planning business. Prior to his work in financial services, he
served as a long-tenured and award-winning sales manager at
Hewlett-Packard Co. Calhoun is a certified financial planner and a
graduate of the University of California Santa Barbara.
Merrywell previously served as a wealth adviser at Harris Private Bank’s
Seattle office, which he helped set up and manage. Prior to that, he
worked for U.S. Bank in various capacities, managing district and
in-store branches, and advising private banking clients. Merrywell
earned his bachelor’s degree in business
administration from Arizona State University and is a graduate of the
Pacific Coast Banking School.
Based in San Francisco, UnionBanCal Corporation (NYSE:UB) is a bank
holding company with assets of $55.7 billion at December 31, 2007. Its
primary subsidiary, Union Bank of California, N.A., had 330 banking
offices in California, Oregon and Washington, and 2 international
offices at December 31, 2007. The company’s
Web site is located at www.unionbank.com.
