This week in new hires, Kristen Armstrong was named senior wealth dynamics coach at Ascent Private Capital Management and Helen Zhou became managing director of private banking for the Private Client Reserve of U.S. Bank in San Francisco, and Ryan Kaufman has become a registered representative with Securities America.
Ascent Private Capital Management of U.S. Bank Names Kristen Armstrong Senior Wealth Dynamics Coach
U.S. Bank announced Monday that Kristen Armstrong, Ph.D., has been appointed managing director and senior wealth dynamics coach for Ascent Private Capital Management of U.S. Bank, a business line that serves clients with more than $25 million in investable assets. She reports to Scott Winget, senior managing director of wealth planning, and joins senior wealth dynamics coach Amy Zehnder in working with clients of significant wealth on strategies that address complex personal, family and financial issues.
Armstrong has more than 22 years of experience in private practice consulting in family systems, family dynamics, business coaching and leadership coaching.
Helen Zhou Named Managing Director of Private Banking for the Private Client Reserve of U.S. Bank in San Francisco
U.S. Bank, a leading provider of wealth management and private banking services, announced today that Helen Zhou has been appointed managing director of private banking for the Private Client Reserve of U.S. Bank in northern California. In her new role, Zhou will be responsible for building, leading and growing the private banking team and client base in San Francisco, Palo Alto and San Jose.
Zhou brings more than a decade of financial industry experience to her new position. Prior to joining, she served as vice president, senior private banker at Wells Fargo, the Private Bank, where she oversaw full-service banking, investment management and trust, and brokerage relationships with high-net-worth families. Prior to that, she sourced and acquired new relationships for Citigroup/Citibank as an assistant vice president and relationship manager. She has also served as an international wealth management advisor for Merrill Lynch & Co., where she developed investment strategies for clients.