Ed Kleist Appointed Senior Private Client Advisor in Bank of the West Wealth Management Group’s New Ultra High Net Worth Business
San Francisco, CA | Sep 29, 2015
Bank of the West today announced that Ed Kleist has joined its Wealth Management Group as senior private client advisor based in Denver. Kleist will report to Steve Prostano, head of Bank of the West's ultra high net worth business, and will focus on providing integrated wealth and investment management services to clients throughout the Rocky Mountain and Midwest areas.
"We continue to invest in top talent to ensure that our clients are working with knowledgeable wealth management professionals," said Steve Prostano, head of Bank of the West's ultra high net worth business. "Ed is a wonderful asset to the team, bringing broad based experience across all wealth management disciplines."
An industry veteran, Kleist has almost 20 years of experience in the wealth management space, focused on serving multi-generational families and family offices. A former CPA, Kleist has extensive experience delivering wealth planning, investment and credit solutions to families and has been the head of four family offices in the US.
Kleist will join a team which includes Cory Gabel, senior portfolio strategist and Andy Petrick, senior trust officer in Bank of the West's growing Denver office, serving clients throughout the Midwest and Rocky Mountains. The Bank's Wealth Management team maintains a strong strategic presence in the area in order to continue to provide deep resources, advice and counsel to clients in this important locale.
Kleist received his bachelors of Science degree in accounting from the University of San Diego and holds his series 7 and 66 registrations with Bank of the West's broker-dealer affiliate, BancWest Investment Services.
About Bank of the West Wealth Management:
Bank of the West Wealth Management provides wealth planning, investment management*, personal banking and trust services. The group is part of BNP Paribas' global wealth management business of more than 6,300 professionals in 30 countries worldwide with over $15.5 billion** in assets under management in the United States and €331 billion ($378 billion) in assets under management globally as of June 2015.
About Bank of the West:
Bank of the West is a regional financial services company chartered in California and headquartered in San Francisco with $72.5 billion in assets as of June 30, 2015. Founded in 1874, Bank of the West provides a wide range of personal, commercial, wealth management and international banking services through more than 600 offices in 22 states and digital channels. Bank of the West is a subsidiary of BNP Paribas, which has a presence in 75 countries with 185,000 employees.
Ayele Ajavon, Bank of the West
Anita Fox, Bank of the West
Bank of the West Wealth Management offers products and services through Bank of the West and its various affiliates and subsidiaries.
* Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, Member FINRA/SIPC. Financial Advisors are Registered Representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California, (License #0C52321), through BancWest Insurance Agency in Utah and through BancWest Investment Services, Inc. in AZ, CO, IA, ID, KS, MN, MO, ND, NE, NM, NV, OK, OR, SD, WA, WI, WY, HI, GUAM and CNMI. Advisory Services are offered through BancWest Investment Services, an SEC-registered investment advisor. Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors. BancWest Investment Services is a wholly owned subsidiary of Bank of the West and a part of the Wealth Management Group. BancWest Corporation is the holding company for Bank of the West. BancWest Corporation is a wholly owned subsidiary of BNP Paribas.
** Including assets under supervision at BancWest Investment Services
Investment and Insurance Products:
- NOT FDIC INSURED
- NOT BANK GUARANTEED
- MAY LOSE VALUE
- NOT A DEPOSIT
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY