#United States #San Francisco #Northern California #First Citizens #Lee Erby

First Citizens Wealth Expands Its Californian Team

First Citizens Wealth, a division of First Citizens Bank, is taking significant steps to strengthen its operations in Northern California. The firm has recently appointed Lee Erby as the new Market Leader for the area, with a base in the vibrant city of San Francisco. Lee’s expertise and deep-rooted ties to the Bay Area community uniquely position him to lead the firm's wealth management efforts in this crucial market.

This strategic move aims to enhance the company’s ability to meet the financial needs of high-net-worth individuals, families, entrepreneurs, and nonprofit organizations across Northern California, a region known for its innovation and economic potential. Lee will be working closely with Art Saldivar, the Senior Director of Regional Wealth for California, to build a team of skilled wealth consultants. This new team is set to provide a comprehensive suite of services including investment management, wealth planning, banking, lending, and fiduciary services, tailored specifically to the needs of affluent clients.

Lee Erby's Commitment to the Community

Lee Erby brings over 20 years of wealth and private banking experience to his new role. His career has seen him serve high-net-worth families and institutions, having held key positions at prominent financial institutions such as Bank of America Private Bank, Merrill Lynch, and Citi Private Bank. Given his substantial experience and local knowledge, he is well-equipped to spearhead the expansion efforts of First Citizens Wealth in this dynamic marketplace.

Art Saldivar emphasized the importance of Erby’s local connections, stating, “As a lifelong Bay Area resident, Lee has deep local ties and shares our strong commitment to this community. We are excited to combine his extensive leadership experience in wealth management with our proven skills in serving individuals rooted in the innovation economy.” This community-centric approach is expected to foster long-term relationships with clients and drive success for years to come.

Overview of First Citizens Wealth

As part of First Citizens Bank, First Citizens Wealth operates with a strong focus on providing personalized financial services. Their offerings encompass various aspects of wealth management, ensuring that clients receive comprehensive support tailored to their specific goals and circumstances. In addition to their wealth management services, First Citizens Bank has a robust infrastructure, housing six branches in the greater Bay Area and an established Silicon Valley Bank division that has been serving the region for over 40 years.

Looking Ahead

Lee Erby’s appointment represents a significant commitment by First Citizens Wealth to the Northern California market, marked by their aspiration to grow and expand through skilled leadership and enhanced local engagement. With an emphasis on the innovation economy that defines much of Northern California, the bank is set to play a pivotal role in advancing the financial wellness of the individuals and businesses that drive this vibrant region.

As First Citizens Wealth continues to evolve and adapt to the changing financial landscape, their focus remains on delivering exceptional service to their clients, fostering growth, and maintaining a strong community presence.