Umpqua Bank Wealth Management Expands to Southern California
Umpqua Bank, a subsidiary of Umpqua Holdings Corporation (NASDAQ: UMPQ), today announced the expansion of its wealth management division to Southern California with the addition of two managing directors and two private wealth advisors with strong client relationships and experience in Orange County and San Diego. Umpqua has hired managing directors Shaun Skeris and Rob Pitois, both of whom will be based in Irvine, to lead its wealth management teams across Northern and Southern California. The bank also added San Diego private wealth advisors Kathy Gamez and Veronica Rubio as part of its first Southern California wealth management team.
According to Kent Grubaugh, Umpqua Bank’s executive vice president and head of wealth management, Southern California is a priority market for the bank and bringing in a well-established wealth management team complements the bank’s growing commercial presence across the region and positions Umpqua for growth.
“Umpqua Bank is committed to building a strong market presence in Southern California, which includes serving the complex wealth management needs of successful business owners and other high net worth individuals and families,” said Grubaugh. “Having worked together previously as part of a successful wealth management team, Shaun, Rob, Kathy and Veronica will be tremendous assets to our long-term strategy. Together, they bring the combination of local experience, established relationships and proven leadership needed to quickly boost our market presence and make an immediate impact.”
MEET THE TEAM
Shaun Skeris, senior vice president & managing director, has nearly two decades of wealth management experience. Prior to serving as senior vice president and Southern California team leader for City National Bank in Irvine, Skeris served in leadership roles at Pioneer Wealth Partners and the Anfield Group in Newport Beach. He began his career at PIMCO and has also held advisor positions at Credit Suisse and Morgan Stanley. Skeris holds his Series 7, 63, 65, 66 licenses and is a designated Chartered Financial Analyst®. He earned a B.S. in Economics and his Masters in International Business from the University of Florida. Skeris is a member the CFA Society Orange County and CFA Institute, Gen Next, and serves as board president of the Arthritis National Research Foundation.
Rob Pitois, senior vice president & managing director, brings to Umpqua more than 17 years of experience in the financial services industry, including the last eight years serving as City National Bank’s private bank team leader for San Diego. He also previously held advisor roles with U.S. Trust and Merrill Lynch, and held commercial lending and finance positions with Merrill Lynch and Wells Fargo. Pitois holds his Series 7, 66 and Life Agent licenses, as well the Certified Investment Management Analyst® certification administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania. Pitois also holds the Certified Private Wealth Advisor® certification administered by the Investments & Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business. He earned a B.S. in Economics from San Diego State University and a graduate degree in banking from the University of Washington’s Pacific Coast Banking School. Pitois is also the endowment committee chair for YMCA Camps board of directors.
Kathy Gamez, senior vice president & senior private wealth advisor, has more than 25 years of experience serving high net worth clients in the San Diego region. Most recently, Gamez served as senior vice president and private banker for City National Bank in San Diego. Gamez has held several key private banking positions, including more than 10 years as a financial advisor for Merrill Lynch. Her background provides a multi-faceted approach for clients, managing both sides of the balance sheet and utilizing sophisticated lending products. Gamez holds her Series 7, 63, 65 and Life Agent licenses, as well as her Certified Wealth Strategist® designation. Throughout her career she has been active in the community and held several board positions that included Junior Achievement, The North Coast Repertory Theatre and Rotary.
Veronica Rubio, senior vice president & senior private wealth advisor, brings 17 years of financial services experience to Umpqua. Most recently, Rubio served as senior vice president and senior private banker for City National Bank in San Diego, and previously held positions at U.S. Trust and First Republic. She holds her Series 7, 66 and Life Agent licenses, and earned her B.A. in Business Administration from the University of San Diego. Rubio also holds certificates in Investment Management and Consultative Selling from Wharton School of Business at the University of Pennsylvania. She serves on the board of the San Diego Center for Children and is a member of the San Diego Hispanic Chamber of Commerce. Rubio is fluent in Spanish.
About Umpqua Bank & Umpqua Investments
Umpqua Bank, headquartered in Roseburg, Ore., is a subsidiary of Umpqua Holdings Corporation, and has locations across Idaho, Washington, Oregon, California and Nevada. Umpqua Bank has been recognized for its innovative customer experience and banking strategy by national publications including The Wall Street Journal, The New York Times, BusinessWeek, Fast Company and CNBC. The company has been recognized for eight years in a row on FORTUNE magazine's list of the country's "100 Best Companies to Work For," and was recently named by The Portland Business Journal the Most Admired Financial Services Company in Oregon for the twelfth consecutive year. In addition to its retail banking presence, Umpqua Bank owns Financial Pacific Leasing, Inc., a nationally recognized commercial finance company that provides equipment leases to small businesses. A subsidiary of Umpqua Holdings Corporation, Umpqua Investments, Inc., provides retail brokerage and investment advisory services in offices throughout Washington, Oregon, California and Nevada. Umpqua's Wealth Management Division serves high net worth individuals and nonprofits by providing customized financial solutions and offerings. Umpqua Holdings Corporation is headquartered in Portland, Ore.