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SunTrust Private Wealth Management Expands in Ohio

New offices in Cincinnati and Cleveland come on the heels of last year’s expansions into New York City, Houston and Dallas.

SunTrust Bank announced today that it has opened two new Private Wealth Management offices in Cincinnati and Cleveland, building upon its 2017 expansion into the New York City, Houston and Dallas markets.

Virginia (Ginny) Kuertz will lead the Cincinnati team as the Ohio division executive. A 34-year veteran of the Cincinnati banking community, Kuertz previously served as managing director for Southwest Ohio and Northern Kentucky at J.P. Morgan Private Bank.

Karen Dulaney will lead the Cleveland office, reporting to Kuertz. She has 31 years of experience serving clients in Cleveland, with the last 22 years focused on advising ultra-high-net-worth individuals and families in various roles at Key Private Bank and J.P. Morgan Private Bank. 

“Our wealth management team will help affluent families and institutional clients throughout Ohio and Northern Kentucky make confident financial decisions by delivering investment management, banking solutions and goals-based financial planning,” said Joe Thompson, head of SunTrust Private Wealth Management. “Middle-market companies throughout the region have seen their businesses grow faster than the national average; in partnership with our commercial team we will advise entrepreneurs who are exploring the sale of their business.”

Headquartered in Atlanta, SunTrust Bank is mainly based in the Southeast and Mid-Atlantic states. It has $208 billion in total assets and deposits of more than $161 billion.

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