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FUNDRAISING NEWS | November 25, 2024

Report: BofA Private Bank Recruits $7B Advisor Team from Citi

Tags: Personnel, Financial Advisor Move

Bank of America Private Bank has recruited former Citi Private Bank private client advisors Lauren Stuhmer and Phillip Edwars to its Palm Beach, FL, office, expanding its operations in the Southeast, according to a report by Reuters.

With 50 years of combined experience, Edwards and Stuhmer managed $7B of client assets at Citi and join BofA as private advisors to ultra-high-net-worth clients. Edwards began his career in fixed income sales in 1994 and most recently served as a director in Citi Private Bank. Before that, he was a senior banker at JP Morgan. Stuhmer served as an SVP at Citi and before that held associate roles at JPMorgan and Deutsche Bank.

Source: https://www.reuters.com/business/finance/bofas-private-banking-arm-names-new-client-advisers-2024-11-22/

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