Individuals, businesses, and nonprofits with net worth of $1 million or more are eligible to enroll in Webster Private Bank, Webster said Thursday. The bank did not say what it will charge them.
A financial services holding company offering broker-dealer, investment banking, and investment advisory and wealth management services
Nichols, who has conducted research and written extensively on the challenges unique to business-owning families, will discuss the ownership challenges of shared family wealth in her presentation "Understanding High Net Worth Clients."
The team manages more than $1.4 billion for approximately 50 clients, including families, foundations, endowments, unions and pension plans and joins HighTower from the Merrill Lynch Private Banking and Investment Group in New York.
In 2009, Fisher, whose 33-year-old firm is based in Woodside, Calif., broke ground on a second campus in Camas, Wash.