CHICAGO--(BUSINESS WIRE)--Bank Leumi announced that Chris Williams has joined the organization as its new Regional Manager for U.S. Private Banking in Chicago, Illinois. In this role, Williams leads a team of Chicago-based relationship managers who help clients manage their wealth through custom strategies and solutions. Williams joins Bank Leumi from J.P. Morgan, where he led the high-net-worth Wealth Management business in Northern Chicago.
“Chris’ extensive experience in the U.S. high-net-worth segment and deep connections with the Chicago community are tremendous assets to the team,” said Ian Bernstein, Head of Private Banking at Leumi. “Our clients count on us for unparalleled, high-touch service, and we know that Chris will deliver that standard of excellence.”
Williams brings many years of private banking experience to the bank, most of it within the Midwest region. His most recent role was as Managing Director and Market Manager at J.P. Morgan, where he was responsible for all aspects of running the high-net-worth Wealth Management business and for leading a team integration that included bankers, investors, wealth advisors, capital advisors, trust officers and service team members in the Chicago area. Previously, he held senior wealth management roles at several firms, all of which focused on the high-net-worth segment.
Williams earned a Bachelor’s degree in Economics and English from the University of Michigan, Ann Arbor. He also holds a certificate from the University of Pennsylvania’s Wharton School of Business as part of a custom two-year program. He is on the Board of Trustees for the Economic Club of Chicago. In addition, he also previously was elected trustee for the Kenilworth School District #38, and was the Pack Committee Chair for the Kenilworth Scout Program. He is also a fellow of the Leadership Greater Chicago and was previously on the Board of Trustees for Ravinia Festival.
Leumi’s Private Banking team is comprised of nearly 100 employees in the U.S. The bank has built a full-service wealth management platform to provide customized solutions and unique investment opportunities that leverage Leumi’s heritage, expertise and strengths. Leumi’s Private Banking group is committed to understanding what is most important to clients and to providing personalized solutions that help them meet their goals.
Bank Leumi USA (Leumi) is a full-service commercial and private banking institution providing financial services to middle market firms, as well as a full range of private banking solutions to U.S. and international clients. Leumi also offers a broad range of securities and insurance products through its brokerage subsidiary, Leumi Investment Services Inc. More information about Leumi is available at www.leumiusa.com.