Bank of the West’s Wealth Management Group Adds New Executives to Lead Expanding Teams in Northern California
SAN FRANCISCO, CA | Jan 09, 2017
Bank of the West Wealth Management Group today announced that it has recruited three new Market Leaders to support its growing business in Northern California & the Northwest driven by strong client demand in the region. Whitney Rohrer is market leader for San Francisco; Neil O’Keeffe is market leader for Palo Alto; and Chuck Wong is market leader for San Jose. Reporting to Cheryl Farley, regional manager, the new market leaders are responsible for leading teams in the delivery of private client services to affluent and high-net-worth individuals.
“We are extremely pleased to attract such talented and experienced wealth management professionals to our team as our world class wealth management business continues to grow in northern California,” said Cheryl Farley. “The depth of experience and proven leadership capabilities from Chuck, Neil and Whitney will continue to drive our delivery of wealth management advisory services to help our clients address their priorities.”
Rohrer has held multiple positions at other major financial institutions, most recently serving as an affluent segment leader. Rohrer began her career in financial services as a financial advisor in 2005. She has a Bachelor’s degree in International Business and Italian from Georgetown University. She also attended Universita Bocconi in Milan, Italy where she studied International Business.
O’Keeffe has more than a decade of wealth management experience during which he has assisted families, business owners and foundations to meet their personal and financial objectives. He holds a Master’s in Business Administration and Marketing, as well as a Bachelor of Arts degree in Political Science, both from the University of Illinois. O’Keeffe earned the Accredited Wealth Management Advisor designation from the College of Financial Planning.
Wong has more than 12 years of management experience in the financial services industry, most recently serving as vice president, market sales manager at a major U.S. banking firm. Prior to that, he was a vice president at a global bank. Wong received his Bachelor of Arts degree from the University of California, Berkeley.
About Bank of the West Wealth Management
Bank of the West Wealth Management provides wealth planning, investment management*, personal banking, philanthropy, and trust and fiduciary services. The group is part of BNP Paribas' global wealth management business of more than 6,600 professionals present in three hubs in Europe, Asia and the US with more than $11.4 billion** in assets under management in the United States and €341 billion ($383 billion) in assets under management globally as of September 30, 2016.
About Bank of the West
Bank of the West is a regional financial services company headquartered in San Francisco with $82.6 billion in assets as of September 30, 2016. Founded in 1874, Bank of the West provides a wide range of personal, commercial, wealth management and international banking services through more than 600 branches and offices in 23 states and digital channels. Bank of the West is a subsidiary of BNP Paribas, which has a presence in 75 countries with more than 189,000 employees. To learn more about Bank of the West, visit About Us.
Ayele Ajavon, Corporate Communications
Bank of the West
*Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Adviser. 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. BancWest Investment Services is a wholly owned subsidiary of Bank of the West. Bank of the West is a wholly owned subsidiary of BNP Paribas. Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.
**Assets under management refers to assets under administration, management, advisement, and on deposit, including assets with our affiliate BancWest Investment Services ("BancWest") as of September 30, 2016.
Investment and Insurance Products:
- NOT FDIC INSURED
- NOT BANK GUARANTEED
- MAY LOSE VALUE
- NOT A DEPOSIT
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY