First Citizens Wealth, a division of First Citizens Bank serving individuals and institutions, appointed Lee Erby as Northern California market leader. Based in San Francisco, he reports to Art Saldivar, senior director of regional wealth for California, and he will lead a team of wealth consultants.
Erby is responsible for growing a team serving the needs of high-net-worth individuals and families; the entrepreneurs, founders, investors behind the innovation economy; businesses and corporations; and nonprofits across Northern California. First Citizens Wealth offers a full range of capabilities, including wealth planning, investment services, trust and fiduciary services, banking and lending.
“As a lifelong Bay Area resident, Lee has deep local ties, and shares our strong commitment to this community,” Saldivar said. “We are thrilled to pair his extensive leadership experience in wealth management with our deep expertise working with the individuals behind the innovation economy via the larger Silicon Valley Bank ecosystem. We are confident this will be a powerful combination that will help propel client success for generations to come and further advance our growth in the region.”
Erby has more than 20 years of wealth and private banking experience serving high net worth families and institutions. He has held senior positions at Bank of America Private Bank, Merrill Lynch, and Citi Private Bank.
Erby is a graduate of California Maritime Academy with a degree in business administration and an MBA from Saint Mary’s College of California.
