Family Wealth Advisors has announced the appointment of a dedicated team to serve Bank of America’s wealthiest clients in Chicago and the Upper Midwest.
Senior Wealth Advisors Phil Allen and Hugh Breslin will lead the integrated team of bankers, wealth strategists and client service specialists, to deliver customized advice, products and service to ultra high net worth clients in the market. The Chicago-based Family Wealth Advisors team also includes: David Gross, wealth advisor; Ryan Buchan, market development associate; Calliope Orfanos Morris, sales and service associate, and Robin Apostolou, relationship associate.
“This strong local team will deliver the power of Bank of America to our wealthiest clients in Chicago and the upper Midwest,” said Alan Rappaport, president of Family Wealth Advisors. “These bankers have the experience and the resources to focus on every detail of our clients’ complex finances, in the context of their family, business and philanthropic goals.”