Meet your Team

Our talented team of professionals has extensive credentials and brings deep knowledge and decades of experience to every client relationship.

  • Your dedicated Senior Client Executive is your primary point of contact locally—coordinating the various services and skilled professionals required to address your needs.
  • Our Core Teams support the Senior Client Executives and include Senior Portfolio Strategists and Fiduciary Specialists.
  • Our Specialized Consultants in Multi-Generational Succession Planning, Wealth Transfer Planning, Strategic Philanthropy and Private-Business Owner Solutions are ready to design and implement the appropriate solutions for every client.
  • Our Resource Center integrates and coordinates access to the global and local capabilities of BNP Paribas and Bank of the West, as well as our wide array of Alliance Partners.

Senior Client Executives

Thomas Carr

Thomas Carr
Senior Client Executive
Newport Beach, CA

Thomas Carr brings over 18 years of experience in portfolio management, investment analysis, and private banking to his role as Senior Client Executive.

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Spencer Gould

Spencer Gould
Senior Client Executive
Los Angeles, CA

Spencer Gould brings over 30 years of experience supporting clients with complex wealth management needs—acting as their relationship manager and primary point of contact.

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David Hultman

David Hultman
Senior Client Executive
San Francisco, CA

David Hultman has 25 years of experience working in the financial services industry—serving high-net-worth investors, entrepreneurs, business owners and their families, endowments, and foundations.

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Senior Fiduciary Specialists

Robert Cabrera

Robert Cabrera
Senior Fiduciary Specialist
San Francisco, CA

Robert Cabrera has extensive experience in the financial services industry, overseeing accounts for institutional clients, high-net-worth individuals, families, and charitable organizations.

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Andrew Petrick

Andrew Petrick
Senior Fiduciary Specialist
Denver, CO

With over 22 years in the financial services industry, Andrew Petrick provides clients with the appropriate fiduciary solutions to meet their unique needs and objectives.

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Client Service Officers

Christine Murry

Christine Murry
Client Service Officer
San Francisco, CA

With over 25 years of experience in the Financial Services Industry, Christine Murry serves as the primary contact for client’s operational banking needs while maintaining high Wealth Management client service standards.

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Global Investment Management

Wade Balliet

Wade A. Balliet, CFA
Chief Investment Officer
Denver, CO

Wade Balliet brings over 20 years of experience in the investment industry to the complexities of managing investment and trust accounts for organizations, endowments, and high-net-worth individuals and their families.

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Benjamin Baier

Benjamin Baier
Senior Portfolio Manager
Denver, CO

Benjamin Baier is the National Sales Manager of the Investment Advisory & Management division and Senior Portfolio Manager for higher-net-worth clients. He is responsible for the supervision of sales for the Bank’s Trust division and the management of the National Sales and Analytics team.

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Senior Portfolio Strategists

Cark Jorgensen

Clark Jorgensen, CFA, CAIA
Senior Portfolio Strategist
San Francisco, CA

Clark Jorgensen has been helping high-net-worth individuals, families, and foundations pursue their investment goals with a proactive, strategic approach to portfolio management for over 18 years.

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Wealth Planning and Family Enterprise Solutions

Eric Sanderson

Eric D. Sanderson
Head of Wealth Planning and Family Enterprise Solutions
Denver, CO

Eric Sanderson has been working with successful individuals and families for over 20 years—helping them pursue their goals with his expertise in financial planning, estate, tax investment planning, risk management, and family dynamics.

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Strategic Philanthropy and Purpose Investing

Julie Shafer

Julie Shafer
Head of Strategic Philanthropy & Purpose Investments
New York City, NY

With over 20 years of experience in the world of philanthropy, Julie Shafer is skilled at helping ultra-high-net-worth families and individuals mobilize their resources to realize the change they envision.

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Francisco Martinez

Francisco Martinez
Director of Philanthropic Advising
San Francisco, CA

As a Vice President and Director of Philanthropic Advising for Family Wealth Advisors, Francisco is responsible for structuring and maintaining the operational framework for our wide range of philanthropic offerings.

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Private Business Owner Solutions

Kristin Nelson

Kristin Nelson
Head of Private Business Owner Solutions
San Francisco, CA

With over 20 years in the banking industry, Kristin Nelson brings extensive expertise to helping private business owners and corporate executives in all aspects of their financial planning.

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