Private Wealth Management Offices

Regional locations

Our Private Wealth Management offices are located in various cities throughout the U.S. If you would like to explore how Private Wealth Management may serve you and your family’s needs, please contact one of our offices below.

New York 1285 Avenue of the Americas
17th Floor
New York, NY10019
212-713-9800 John Mathews (PDF, 90 KB)
Managing Director
Head, Private
Wealth Management

City Address Telephone Manager
Atlanta 3280 Peachtree Road NE
21st Floor
Atlanta, GA 30305
800-977-2756
404-479-6001
Robert Karem Jr. (PDF, 91 KB)
Boston 200 Clarendon Street
24th Floor
Boston, MA 02116
 
877-722-0060
617-247-6010
Maxwell Bardeen Jr. (PDF, 94 KB)
Chicago One North Wacker Drive
Suite 3700, 37th Floor
Chicago, IL 60606
888-627-8469
312-525-7300
Michael Gatewood
Houston 4400 Post Oak Parkway
20th Floor
Houston, TX 77027
888-299-1232
713-350-8009
Ray DiNunzio (PDF, 166 KB)
Los Angeles 2000 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
888-843-6991
310-734-2418
Todd Locicero (PDF, 89 KB)
New York 299 Park Avenue
25th Floor
New York, NY 10171
800-308-3140
212-821-7001
Christopher Amo (PDF, 95 KB)
San Francisco 555 California Street
Suite 3200, 32nd Floor
San Francisco, CA 94104
888-660-5750
415-963-5353
Stephen McCashin (PDF, 73 KB)
Stamford 677 Washington Boulevard
4th Floor
Stamford, CT 06901
800-278-1842
203-719-9047
Ali Homayounfar (PDF, 87 KB)