First Citizens Wealth, a division of First Citizens Bank serving individuals and institutions, has announced the appointment of Lee Erby as Northern California market leader. Based in San Francisco, he reports to Art Saldivar, senior director of regional wealth for California, and he will lead a team of wealth consultants.
Erby is responsible for growing a team serving the needs of high-net-worth individuals and families, the entrepreneurs, founders, investors behind the innovation economy, businesses and corporations and nonprofits across Northern California. First Citizens Wealth offers a full range of capabilities, including wealth planning, investment services, trust and fiduciary services, banking, and lending.
Lee has more than 20 years of wealth and private banking experience serving high net worth families and institutions. He has held senior positions at Bank of America Private Bank, Merrill Lynch and Citi Private Bank.
Lee is a graduate of California M
