U.S. Trust, Bank of America Private Wealth Management announced that it has hired a dozen professionals in New York City to work directly with clients.
Since Dec. 31 U.S. Trust has appointed more than 250 professionals nationwide, the company said on Thursday.
With the new people in New York, the Bank of America Corp. unit has now added 25 such professionals this month.
U.S. Trust said it hired Ada Clapp, Michael Josephs, and Nancy Kistner to be wealth strategies advisers and Jaclyn Kim to be an associate wealth strategist.
Ms. Clapp joins U.S. Trust from Akin Gump Strauss Hauer & Feld LLP where she was a partner and co-head of the New York private-client services group. Mr. Josephs was a director in the private company services group at PricewaterhouseCoopers. Ms. Kistner was head of financial planning in Citigroup Inc.'s private bank. Ms. Kim was a lawyer at Duane Morris LLP in New York.
The company also hired David Polansky as city executive for New York. He was an independent consultant and, previously, an executive in JPMorgan Chase & Co.'s private bank.
Charles Walker was hired to be a wealth consultant. He was a private-client relationship manager at HSBC Bank USA in New York.
John Dawson and Noah Kupferman were hired as private-client managers, and Stephanie Young as a private-client adviser.
Mr. Dawson was a vice president of institutional equity sales at Wall Street Access Corp., a New York wealth management company.
Mr. Kupferman was a financial adviser at Merrill Lynch & Co. Inc. in New York, and Ms. Young was a managing director at Muirfield Capital Management LLC in New York.
Peter Burkly and John Lori were hired to be portfolio managers. Mr. Burkly was a senior portfolio manager at Northern Trust Co., and Mr. Lori was a managing member at JDL Partners LP.
Donna McGoey was hired as a specialty asset manager. She was a real estate project manager at Cushman & Wakefield Inc.
