CapitalMark Bank & Trust announces the addition of Julie McLain to its Wealth & Trust department. Ms. McLain will report to Wealth & Trust Group Head Phil Barnes as she assists and supports all Wealth & Trust Team with onboarding and assisting all clients to ensure the ultimate client experience and satisfaction. She was previously at regional financial institution supervising wealth & trust administrative assistants and supporting the private banking division.
Of Ms.
McLain’s hire, Mr. Barnes states, “We couldn’t be happier with the addition of Julie. Her professionalism, industry knowledge and wonderful attitude make her a great addition to the team. We feel very confident that our clients will greatly enjoy working with Julie.” Mr. Barnes continued, “Our people are the foundation of our model. Clients appreciate that they are working with a local expert and an open-architecture structure which allows us to work with outside advisors.”
CapitalMark’s Wealth & Trust Group specializes in estate planning, estate administration, trust services and wealth management. The group is comprised of industry veterans Al Secor, Phil Barnes and Stefanie Crowe and overseen by Group Head Ryan Murphy. With the addition of Ms. McLain, the department has 135 years of combined experience.