SAN FRANCISCO, Nov. 15, 2017 — Union Bank® today announced that Craig Muller and Darrell Claridge have joined The Private Bank as Private Wealth Advisors. Muller, a Director, and Claridge, a Vice President, report to Lisa Roberts, Head of Private Wealth Management for Northern California and the Pacific Northwest. They are both based in Walnut Creek, CA.
In these roles, the two experienced wealth professionals will partner with specialists in wealth planning, investments, risk management, trust and estate services and banking to deliver the bank's full breadth of capabilities. Their work will focus on providing clients with services that address their complete financial picture, including personal wealth, business holdings, legacy planning, and charitable giving.
“These appointments are part of our expansion efforts in the Bay Area, where we continue to strengthen our team of top-caliber professionals,” said Michael Feldman, Head of Wealth Markets. “More than ever, clients are looking to us for our expertise and advice to successfully navigate a complex and global marketplace. Craig and Darrell are well-equipped to provide clients the edge they need to achieve their financial goals.”
“Both individuals have deep ties to the Bay Area and share a strong commitment to their community,” added Roberts. “They will continue to advance our mission centered on developing holistic and customized financial plans that enable clients to manage challenges and seize opportunities in this evolving world.”
Muller joins Union Bank from City National Bank, where he served as a Senior Vice President and team leader. He brings 36 years of industry experience to The Private Bank.
Muller previously held positions at U.S. Bank, Bank of America and Security Pacific National Bank. He received a B.S. in Business Administration with a concentration in Finance from Pacific Lutheran University in Tacoma, WA.
A Certified Financial Planner™, Claridge brings more than 25 years of experience to his role. Prior to Union Bank, he served as a Private Client Advisor at City National Bank. Claridge has also held positions in Bank of America's Trust Division and at Wells Fargo, where he was a Financial Consultant. He earned a B.A. in International Affairs from The American University in Paris, France. A longtime supporter of the arts, he currently serves on the Board of Directors for Cal Shakes and the Diablo Symphony Orchestra.
About The Wealth Markets Group
The Wealth Markets Group at MUFG Union Bank, N.A. includes the company's private wealth management, wealth planning, trust and estate services, as well as its investment advisory and brokerage subsidiary, UnionBanc Investment Services LLC (member FINRA/SIPC), its SEC-registered investment adviser subsidiary, HighMark Capital Management Inc., and its insurance divison, UnionBanc Insurance Services having a California domicile and principal place of business at 1201 Camino Del Mar, Suite 208, Del Mar, CA 92014, California State Insurance License No. 0817733. Non-deposit investment products: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested • Insurance and annuities are products of the insurance carriers.
About The Private Bank
The Private Bank is an exclusive part of Union Bank dedicated to the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives and professional service firms. The Private Bank is built around teams of wealth management professionals who provide financial advice centered on each client's unique goals and dreams.
About MUFG Union Bank, N.A.
As of September 30, 2017, MUFG Union Bank, N.A. operated 361 branches, comprised primarily of retail banking branches in the West Coast states, along with commercial branches in Texas, Illinois, New York and Georgia, as well as 18 PurePoint Financial Centers and two international offices. We provide a wide spectrum of corporate, commercial and retail banking and wealth management solutions to meet the needs of customers. We also offer an extensive portfolio of value-added solutions for customers, including investment banking, personal and corporate trust, global custody, transaction banking, capital markets, and other services. With assets of $118.6 billion, as of September 30, 2017, MUFG Union Bank has strong capital reserves, credit ratings and capital ratios relative to peer banks. MUFG Union Bank is a proud member of the Mitsubishi UFJ Financial Group (NYSE: MTU), one of the world's largest financial organizations with total assets of approximately ¥304.2 trillion (JPY) or $2.7 trillion (USD)¹, as of June 30, 2017. The corporate headquarters (principal executive office) for MUFG Americas Holdings Corporation, which is the financial holding company and MUFG Union Bank, is in New York City. The main banking office of MUFG Union Bank is in San Francisco, California.
1Exchange rate of 1 USD=¥112.0 (JPY) as of June 30, 2017
©2017 MUFG Union Bank, N.A. All rights reserved. Member FDIC.
Union Bank is a registered trademark and band name of MUFG Union Bank, N.A.
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