Deutsche Asset & Wealth Management (Deutsche AWM) announced today that
Heather Kirby, Charles Walker and Stewart Oldfield have joined the
firm’s Private Bank. Based in New York, Kirby, Walker and Oldfield
report directly to Andrew Gallivan, Managing Director and Head of the
New York Private Bank.
“Over the past year, we have been focused on strategically hiring top
talent as we aim to be the leading provider of customized wealth
solutions to high-net-worth and ultra-high-net-worth clients in the
Americas,” Chip Packard, Co-Head of Wealth Management in the Americas,
said. “I am confident Heather, Chuck and Stewart’s extensive industry
experience and deep client relationships will help us to achieve our
goals and further expand our platform.”
With over 30 years of industry experience, Kirby joined as a Managing
Director and Private Banker. Prior to Deutsche AWM, she was a Managing
Director and Private Banker at Citi Private Bank, where she focused on
the ultra-high-net-worth market. Previously, she was a Managing Director
at US Trust. Kirby earned a BA in American Studies from Yale University
and an MBA from the New York University Stern School of Business.
Charles (Chuck) Walker joined as a Director and Private Banker. Walker
brings over 25 years of industry experience and also joined from Citi
Private Bank, where he was a Senior Vice President and Private Banker.
Previously, he was a Senior Vice President and Private Client Manger at
US Trust. Walker earned a BA in Economics from Duke University.
Stewart Oldfield joined as a Director and Private Banker with over 16
years of experience. Prior to Deutsche AWM, Oldfield spent 12 years at
Credit Suisse in their Investment Solutions Group, where he was
responsible for developing and providing portfolio solutions and liquid
alternative investments to the Private Bank’s top institutional and
family office clients. Oldfield received a BSBA cum laude in Finance and
International Business from Georgetown University. He has been a CFA
charterholder since 2002, CAIA charterholder since 2013, and is a member
of the New York Society of Securities Analysts.
In 2014 Deutsche AWM has made several key hires in its Wealth Management
division. Most recently, the Bank announced that it hired Lee Hutter as
the Head of Wealth Management for the US Western region. Deutsche AWM
also announced the opening of its Private Bank in Dallas in September.
Deutsche Asset & Wealth Management
With USD 1.27 trillion of assets under management (as of September 30,
2014), Deutsche Asset & Wealth Management¹ is one of the world's leading
investment organizations. Deutsche Asset & Wealth Management offers
individuals and institutions traditional and alternative investments
across all major asset classes. It also provides tailored wealth
management solutions and private banking services to high-net-worth
individuals and family offices.
¹ Deutsche Asset & Wealth Management is the brand name of the Asset
Management and Wealth Management division of the Deutsche Bank Group.
The legal entities offering products or services under the Deutsche
Asset & Wealth Management brand are listed in contracts, sales materials
and other product information documents. 019778 110714
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