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, 128 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 (PDF, 267 KB)

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

Erich Frank

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)