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Sophisticated Uses of Credit

August 28, 2019 by Mike

Gwinnett Studio
Gwinnett Studio
Sophisticated Uses of Credit
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Robert Port, Allan Hamer, Itai Tsur, Adam Gaslowitz

Allan Hamer/Bank of America

Allan Hamer is a Senior Vice President and Private Client Manager at Bank of America Private Bank. He is responsible for identifying the needs, providing guidance, and coordinating with the appropriate resources within Bank of America Private Bank and its affiliates to support an overall wealth management strategy. Allan has over 30 years of financial services experience beginning his career with Comerica Bank in Detroit, MI. Prior to joining the Private Bank in 2007, Allan spent many years at Bank of America in different financial management positions. In addition, Allan received his Bachelor of Fine Arts with a major in Finance from Wayne State University and a Masters of Finance from Walsh College, both located in Detroit.

Itai Tsur/Bank of America

Itai Tsur is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Atlanta, GA. Itai works with high-net worth individuals and families to understand their stories, values, needs and financial goals. Leading a group of dedicated professionals specializing in different disciplines including banking, credit, investment management, and trusts and estates, Itai helps his clients take advantage of all the services that Bank of America Private Bank has to offer. Itai and his team work strictly as fiduciaries, where placing their clients’ needs at the forefront and acting in their best interests are the guiding principles of their work.

Itai joined Bank of America Private Bank in 2018. Prior to that he was Vice President of the Atlanta Jewish Foundation at Jewish Federation of Greater Atlanta (JFGA) where he managed community and shareholder relationships and steered the transformation of JFGA’s legacy Planned Giving and Endowment Department into Atlanta Jewish Foundation, ushering in significant growth.

Previosuly, Itai practiced law for several years. He is a graduate of the University of Texas at Austin (BA), Emory University School of Law (JD), and Georgia State Robinson School of Business (MBA), and he also earned the Chartered Advisor in Philanthropy® (CAP®) designation

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Tagged With: estate planning, fiduciaries, financial management, Gaslowitz Frankel, itai tsur, private client advisor, private client manager, private wealth management, Robert Port, Sophisticated Uses of Credit, wealth management, Wealth Matters

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