Ron Leibovici has joined Union Bank as its private wealth adviser serving the Los Angeles market.
Based in the downtown Los Angeles headquarters, Leibovici will focus on the design and implementation of wealth planning strategies, including estate planning, income tax, business succession, and legacy and philanthropic planning.
“The complexities of wealth planning require comprehensive financial knowledge and Ron’s extensive experience is unparalleled,” said Stephen Sherline, managing director, private wealth management. “In addition, his business advising specialties and deep knowledge of customized lending practices will bring a wealth of knowledge to our clients and will be invaluable in helping them reach their financial goals.”
Leibovici joins the bank with more than 13 years of broad industry experience, including portfolio management, trust and estate design, and customized lending, including real estate, aircraft finance and cross-collateraliza