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2003 - 2004
2004
- Completed the acquisition of Bay Isle Private Client Asset Management which manages more than $600 million of assets
- Acquired a 24.9% interest in Cypress Wealth Advisors, a strategic wealth management firm focusing on high net worth individuals and institutions
- Total assets under management, including Bank assets, wealth management assets and loans serviced, grew to $24.7 billion, up 23% for the year
- Total deposits grew 22%, with 49% of the growth from checking accounts
2003
- Opened three new branches in California, and became the exclusive financial services partner at the new Time Warner Center in New York
- Total assets under management, including Bank assets, wealth management assets and loans serviced, grew to $20 billion, an increase of 28% for the year
- Total deposits grew 26%
