Deutsche Asset & Wealth Management (Deutsche AWM) has announced that Heather Kirby, Charles Walker and Stewart Oldfield have joined the firm’s Private Bank. Based in New York, Kirby, Walker and Oldfield report directly to Andrew Gallivan, Managing Director and Head of the New York Private Bank.
“Over the past year, we have been focused on strategically hiring top talent as we aim to be the leading provider of customized wealth solutions to high-net-worth and ultra-high-net-worth clients in the Americas,” Chip Packard, Co-Head of Wealth Management in the Americas, said. “I am confident Heather, Chuck and Stewart’s extensive industry experience and deep client relationships will help us to achieve our goals and further expand our platform.”
With over 30 years of industry experience, Kirby joined as a Managing Director and Private Banker. Prior to Deutsche AWM, she was a Managing Director and Private Banker at Citi Private Bank, where she focused on the ultra-high-net-worth market. Previously, she was a Managing Director at US Trust. Kirby earned a BA in American Studies from Yale University and an MBA from the New York University Stern School of Business.
Charles (Chuck) Walker joined as a Director and Private Banker. Walker brings over 25 years of industry experience and also joined from Citi Private Bank, where he was a Senior Vice President and Private Banker. Previously, he was a Senior Vice President and Private Client Manger at US Trust. Walker earned a BA in Economics from Duke University.
Stewart Oldfield joined as a Director and Private Banker with over 16 years of experience. Prior to Deutsche AWM, Oldfield spent 12 years at Credit Suisse in their Investment Solutions Group, where he was responsible for developing and providing portfolio solutions and liquid alternative investments to the Private Bank’s top institutional and family office clients. Oldfield received a BSBA cum laude in Finance and International Business from Georgetown University. He has been a CFA charterholder since 2002, CAIA charterholder since 2013, and is a member of the New York Society of Securities Analysts.
In 2014 Deutsche AWM has made several key hires in its Wealth Management division. Most recently, the Bank announced that it hired Lee Hutter as the Head of Wealth Management for the US Western region. Deutsche AWM also announced the opening of its Private Bank in Dallas in September.