Kelly Johnston returns to Mechanics Bank to lead Wealth Management unit

Share

Share

WALNUT CREEK, Calif., July 19, 2023–(BUSINESS WIRE)–Mechanics Bank (OTCEM:MCHB) has appointed Kelly Johnston as executive vice president and director of wealth management. The industry veteran will lead the Bank’s longtime Wealth Management unit, with a focus on providing additional offerings in trust and estate services, retirement planning, employee benefit plans, specialty asset management and private banking.

Johnston brings nearly three decades of experience in managing multigenerational family wealth, the administration of complex trusts and estates, and a host of family wealth services.

Before returning to Mechanics Bank, Johnston held leadership roles for nine years at First Republic Bank, where she most recently was president of First Republic Trust Company and executive vice president of Private Wealth Management. She began her career at Mechanics Bank in December 2008, overseeing numerous wealth management and trust services for approximately 14 years.

Johnston is a Certified Trust and Financial Advisor (CTFA) from the Institute of Certified Bankers and a Certified Wealth Strategist (CWS) from Cannon Financial Institute. She holds a Bachelor of Arts degree in Business Administration from Saint Mary’s College and an MBA from Texas A&M University.

“Kelly’s accomplished career began at Mechanics Bank and it is wonderful to welcome her back,” said Tony Kallingal, Chief Banking Officer for Mechanics Bank. “She holds a tremendous amount of respect for our 118-year history, and values our time-tested practices and relentless commitment to protecting and growing our clients’ assets.”

Working closely with Johnston are private banking professionals Phil Donnici, managing director, and Lauren Goeppert, senior relationship manager.

Donnici has worked extensively with entrepreneurial and established clients in many industries including legal, financial services, technology and real estate for 14 years. Before joining Mechanics Bank, he was a managing director and district manager at First Republic Bank.

With 13 years of industry experience, Goeppert specializes in providing banking and lending guidance to legal professionals through various phases of their careers. Previously, she was a senior relationship manager at First Republic Bank.

About Mechanics Bank

Mechanics Bank is an independent, full-service bank headquartered in Walnut Creek, Calif., with approximately $18 billion in assets, a best-in-class deposit franchise and 115 branches. Founded in 1905 to help consumers, businesses and communities grow and prosper financially, it has become one of the largest banks based in California, and is among the strongest, safest and most resilient banks in the nation. Mechanics Bank is known for consistently providing a highly personalized relationship-banking experience and a wide range of products and resources in consumer and business banking, commercial lending, cash management, private banking, and comprehensive trust and wealth management services. For more information, please visit www.MechanicsBank.com. Mechanics Bank is a Member FDIC institution and Equal Housing Lender.

Image by: Businesswire

 

Share

Latest

Related Content

Media Kit

    Data Protection

    The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

    The Digital Banker Summit

    Moving on from FTX: is 2023 the year of CBDCs?

    Indonesia, Jakarta

    Thailand, Bangkok

    Philippines, Manila

    Contact Us

      Data Protection

      The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

      Request Nomination Pack

      Error: Contact form not found.

      Registration Form

      Error: Contact form not found.

      Registration Form

      Error: Contact form not found.

      Registration Form

      Error: Contact form not found.

      Registration Form

      Error: Contact form not found.

      Registration Form

      Error: Contact form not found.

      The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

      COVID-19
      Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

      Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

      The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

      Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. 

      Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

      Request Nomination Pack

      Error: Contact form not found.