Find a Private Wealth Management Office

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
New York, NY10019

212-713-9800

John Mathews (PDF, 120 KB)
Group Managing Director
Head, Private Wealth Management and Ultra High Net Worth

 

 

212-713-2905

Michael J. McVicker (PDF, 127 KB)
Managing Director
Head, Private Wealth Management Business Development & Solutions

 

 

212-713-2725

Erich Frank (PDF, 94 KB)
Managing Director
Head, Global Leverage
& Partnerships

City

Address

Telephone

Manager

Atlanta

3280 Peachtree Road, NE
Atlanta, GA 30305

800-977-2756
404-479-6001

Robert Karem (PDF, 137 KB)

Boston

200 Clarendon Street
Boston, MA 02116

877-722-0060
617-247-6010

Maxwell D. Bardeen, Jr. (PDF, 191 KB)

Chicago

One North Wacker Drive
Chicago, IL 60606

888-827-8469
312-525-7300

Michael R. Gatewood (PDF, 130 KB)

Dallas

100 Crescent Court
Dallas, TX 75201

888-299-1232
214-932-8943

Thomas A. Stacy (PDF, 141 KB)

Los Angeles

2000 Avenue of the Stars
Los Angeles, CA 90067

888-843-6991
310-734-2418

Todd Locicero (PDF, 98 KB)

New York

299 Park Avenue
New York, NY 10171

800-308-3140
212-821-7001

Christopher C. Amo (PDF, 85 KB)

San Francisco

555 California Street
San Francisco, CA 94104

888-660-5750
415-963-5353

Stephen McCashin (PDF, 150 KB)