Borel Appoints Kenneth Millman to Vice President and Investment Officer
SAN MATEO, CA, August 21, 2009
Borel Private Bank & Trust Company announced the appointment of Kenneth L. Millman as Vice President and Business Development Officer. He will be based at Borel's corporate headquarters in San Mateo.
Prior to joining Borel, Millman was a senior investment advisor at U.S. Trust, counseling individuals, families and non-profits to develop, implement and manage their overall investment policy using customized asset allocation strategies. Millman has also held positions at Barclays and Mellon Capital, where he was responsible for institutional investment strategy and management of global multi-asset class portfolios. He is also a Chartered Financial Analyst (CFA®) and a Chartered Alternative Investment Analyst (CAIA).
“I’m excited to be part of a growing organization that truly offers tremendous service, where people are committed to providing the best client experience possible,” said Millman. “Many banks are trying to standardize products and services for all clients as mergers continue to unfold, while Borel is looking to build lasting relationships through personalized banking.”
“Ken comes to Borel with a long-time commitment to customer service and growing the assets of our clients with smart investment tools and strategies. We are happy to have him,” said John Conover, CEO of Borel Private Bank & Trust Company.