SAN DIEGO, Feb. 9, 2011 /PRNewswire/ -- CB&T Wealth Management, which provides wealth management services to California Bank & Trust customers and others, announced today that Gary Yabko has joined the group as wealth manager.
Yabko will address all aspects of the wealth-management needs of high-net-worth families throughout California, from trusts and estate planning to business transitions and retirement. Drawing on CB&T Wealth Management's broad portfolio of services, he will help develop integrated strategies for planning and managing their assets.
"We're delighted to have Gary contribute his extensive experience to the CB&T Wealth Management team. After developing a thorough understanding of the financial needs of high-net-worth families, Gary will work with them closely to address those needs. He'll serve both California Bank & Trust customers and others in the state seeking wealth management services," says Frank Lee, Executive Vice President and Division Manager of California Bank & Trust's Business and Personal Banking Division.
Prior to joining CB&T Wealth Management, Yabko worked for City National Bank as regional financial advisor. In this capacity he successfully expanded the bank's wealth management business in the northern Los Angeles area. Previously, Yabko served as executive investment consultant for First Federal Bank of California clients. He began his career as an associate with Morgan Stanley, subsequently joining Washington Mutual. Earlier, he owned Apple Accounting in Hawaii.
About CB&T Wealth Management
CB&T Wealth Management, the name used by Contango Capital Advisors, Inc. in California, offers an innovative approach to family and endowment financial strategies. It focuses on each individual's real-life situation and desires and uses a broad array of analytical techniques and risk-management tools to design and manage clients' investment portfolios. Contango Capital Advisors is the wealth-management arm of Zions Bancorporation, which is the parent of California Bank & Trust.
About California Bank & Trust
California Bank & Trust, a subsidiary of Zions Bancorporation (Nasdaq: ZION), is one of the largest banks headquartered in California with more than $10 billion in assets and more than 100 branches statewide. With local management and decision-making and an emphasis on relationship banking, California Bank & Trust provides financial solutions for businesses and individuals, that includes commercial as well as small business lending, cash management, international banking, wealth management, and online banking. Learn more at www.calbanktrust.com.
Securities and investment products offered by Contango Capital Advisors, Inc. are NOT FDIC-INSURED – NOT BANK GUARANTEED – MAY LOSE VALUE.
SOURCE Contango Capital Advisors, Inc.