SunTrust Bank announced today that it has opened two new private wealth management offices in Cincinnati and Cleveland, building on its expansion into the New York City, Houston and Dallas markets in 2017.
Virginia (Ginny) Kuertz will lead the Cincinnati team as the Executive Division in Ohio. A 34-year veteran of the Cincinnati banking community, Kuertz previously served as Managing Director for Southwest Ohio and Northern Kentucky at JP Morgan Private Bank.
Karen Dulaney will head the Cleveland office and report to Kuertz. She has 31 years of experience serving clients in Cleveland, the past 22 years having focused on advising high net worth individuals and families in various positions at Key Private Bank and JP Morgan Private Bank.
“Our wealth management team will help wealthy families and institutional clients across Ohio and northern Kentucky make safe financial decisions by providing investment management, banking solutions and goal-oriented financial planning,” said Joe Thompson, head of SunTrust Private Wealth Management. “Medium-sized companies across the region have seen their businesses grow faster than the national average; In partnership with our sales team, we advise entrepreneurs who are considering the sale of their company. “
SunTrust Bank is headquartered in Atlanta and is primarily based in the southeast and mid-Atlantic states. It has total assets of $ 208 billion and deposits of more than $ 161 billion.