Paul Weaver and Steve Hall Join U.S. Trust in Albuquerque
28 May 2008
ALBUQUERQUE, NM – (May 28, 2008) U.S. Trust, Bank of America Private Wealth Management today announced the appointments of Paul Weaver as private client advisor and Steve Hall as portfolio manager in Albuquerque. Since 2007, U.S. Trust has hired more than 250 talented, client-facing professionals throughout the country. These appointees are responsible for providing personal, customized solutions and services to help wealthy individuals and families address their complex wealth management objectives.
Based in Albuquerque, Weaver will report to Craig Wall, U.S. Trust Market Executive for the New Mexico and West Texas region and Hall will report to U.S. Trust Senior Portfolio Manager Charles Grosvenor. These appointees deepen the talent and expertise U.S. Trust offers clients in this market and across the country and bring with them a wide range of relevant experience:
- Weaver joins U.S. Trust with 30 years of banking experience, having served in a number of client-facing roles at Bank of America for more than 27 years. He most recently served as client manager for Bank of America Global Commercial Banking. In that role, he managed a portfolio of commercial and governmental clients in the Albuquerque, southern New Mexico and El Paso, Texas markets. Weaver received his degree from McMurry University in Abilene, Texas and has since gained a number of post-graduate banking certifications and spent most of his career working with clients throughout the New Mexico market.
- With more than 30 years of investment management, financial planning and leadership experience, Hall joins U.S. Trust from Hall and Goldberg, a financial advisory firm, where he served as principal and co-owner. In that role, he provided money management services to affluent clients. Hall is CFA Charter Holder, CPA and a Certified Financial Planner (CFP®). He holds an undergraduate degree in finance from the University of Colorado, Boulder as well as a Masters degree in accounting and financial management from Keller Graduate School in Chicago.
Built upon a foundation of more than 200 years of wealth management experience, U.S. Trust combines the legacy U.S. Trust Corporation with The Private Bank of Bank of America and its ultra wealthy extension, Family Wealth Advisors. Rooted in client service, innovation, trust and integrity, the business serves clients with more than $3 million in investable assets nationwide.
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