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Office Heads

Each of our office heads is an expert in the Private Banking field, familiar with its complexities and inspired by its challenges and opportunities. Together they lead by example through their client focus, market knowledge, teamwork and long-term commitment.

Atlanta

Boston

Chicago/Northbrook

Dallas/Houston

Robert Durham

Stephen Dunne

David McGranahan

Phil Swatzell

Robert Durham Stephen Dunne David McGranahan Phil Swatzell

Biography  

Biography  

Biography  

Biography  

Greenwich

LA/Orange County

Miami/Palm Beach/Tampa

Miami
LatAm US

Private Banking LatAm US

Jack Rubin

Todd Buchner

Michael Nies

Stacey Soto

Paul Arango

Jack Rubin Todd Buchner Michael Nies Stacey Soto Paul Arango

Biography  

Biography  

Biography  

Biography  

Biography  

New York

New York LatAm US

Philadelphia

San Francisco

Matt Gorman

Gabriela Teran

Richard Jaffe

Carey Timbrell

Matt Gorman Gabriela Teran Richard Jaffe Carey Timbrell

Biography  

Biography  

Biography  

Biography  

Secondary Content

ClientView

ClientView Hotline

Monday - Friday: 7:00am - 10:00pm
Saturday - Sunday: 8:00am - 6:00pm