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Shawn McElmoyl Joins The Private Bank at Union Bank as Private Wealth Management Executive for Northern Region


Shawn McElmoyl Joins The Private Bank at Union Bank as Private Wealth Management Executive for Northern Region
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SAN FRANCISCO, April 29, 2021 /PRNewswire/
Union Bank today announced that Shawn McElmoyl has joined as Managing Director and Private Wealth Management Executive for Northern California and the Pacific Northwest, reporting to the Head of Wealth Management.
Shawn McElmoyl
McElmoyl will be responsible for growing and managing a high-caliber team of Private Wealth Advisors serving the needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms throughout Northern California, Oregon and Washington. Under his leadership, McElmoyl s team will help drive wealth planning and financial strategies leveraging investments ....

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Union Bank Taps Industry Veterans as Heads of Community Banking and Wealth Management


Union Bank Taps Industry Veterans as Heads of Community Banking and Wealth Management
Lisa Roberts and Sterling Sankey named to new leadership positions
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LOS ANGELES, April 5, 2021 /PRNewswire/  
Union Bank today announced that Lisa Roberts has been named Head of Community Banking and Sterling Sankey will be Head of Wealth Management. Both leaders will report to Greg Seibly, President of Union Bank and Head of Regional Banking.
Lisa and Sterling have the experience, industry expertise, client focus and extraordinary talent to lead Union Bank into our next chapter, Seibly said. Under their leadership, we will continue to grow as a premier West Coast regional bank. ....

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A 6-Step End-of-Year Financial To-Do List


A 6-Step End-of-Year Financial To-Do List
Money.com
12/12/2020
© Money; Getty Images
DS-71-To-Do-List
Between the pandemic, the election and the death of Alex Trebek, you’re probably more than ready to leave 2020 behind and never think about it again. Before you can do that, though, there are a few financial tasks you need to complete even amid the uncertainty.
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“[With] the craziness that’s happened in 2020, trying to prepare for 2021 sounds like it’s very, very difficult to do, because we don’t know what 2021 looks like,” says Jason Katz, CFP and principal at Bartlett Wealth Management.
But there are ways to plan ahead anyway. Getting your finances in order now will benefit you later on. We promise: Your future self will thank you. ....

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