UMB Fund Services Inc., a Milwaukee-based subsidiary of UMB Financial Corp., recently appointed Dave Weber as vice president and quality control process manager within the transfer agency. Weber worked previously as national sales director for Envision Financial Services, where he was responsible for developing all of mutual fund services new business, including transfer agency, 529 plan servicing, hedge fund and offshore system needs. UMB Fund Services offers products and services to the mutual fund industry, including administration, fund accounting, alternative investment services, investor services, transfer agency, marketing, distribution and custody.
Schenck Investment Solutions recently hired Kathleen A. Lakritz, CFA, CFP, as an investment manager. Lakritz will provide retirement planning, portfolio review, and asset management services to clients. Prior to joining Schenck, Lakritz spent 18 years at a large Midwest bank and trust organization, where she managed portfolios for personal trusts, individual retirement accounts, pension plans and foundations. Lakritz also served as a portfolio manager for an investment consulting firm in Milwaukee and worked for 6 years at another Milwaukee investment advisory firm where she served as relationship manager and investment manager.
Bank Mutual recently hired Clifton Facey as bank office manager at its Brown Deer office; Misti Cichosz as loan system administrator/mortgage trainer at its corporate office in Brown Deer; James Goll as bank office manager at its Oklahoma Avenue office; and Kathy Menger as bank office manager at its West Allis office.
Park Bank recently promoted Bryan L. Swanson to vice president of commercial banking. Swanson is responsible for business development and commercial portfolio management. Swanson is located at Park Bank’s Capitol Drive office and is a resident of Brookfield. He joined Park Bank in 2001 as a credit analyst, was promoted to credit officer in 2005 and again promoted in 2006 to a commercial banker.
