Mechanics Bank investment products are not FDIC insured; are not deposits; and may lose value.

 

Wealth Management Team

Everyone has their own definition of financial success. That means that you need a financial institution that works with you to reach your financial goals and your personal definition of financial well-being. Our Wealth Management team at Mechanics Bank offers you a rare combination: the personalized, flexible responsiveness of a local boutique-style investment firm with the seasoned, disciplined resourcefulness of a sophisticated financial enterprise. With decades of experience in helping individuals, trusts and estates, retirement plans, and nonprofit organizations manage their wealth, we have the flexibility and breadth of resources to meet your financial needs as you move through different life stages and wealth levels.  

No matter where you are on your road to financial success, our team of wealth management experts is ready to work with you to make your financial dreams come true.

Trust & Estate Services

Professional headshot of Ann Hamilton.

Ann Hamilton

SVP, Director of Fiduciary Services

professional headshot of Cindy Brown

Cindy Brown

SVP, Director of Special Situs Trusts

Alejandro Pureco

VP, Senior Trust Officer

Professional headshot of Anna Paiva.

Anna Paiva

SVP, Senior Trust Officer

Professional headshot of Bennie Quevedo-Burris.

Bennie Quevedo-Burris

AVP, Trust Officer

Professional headshot of Cynthia Lemus.

Cynthia Lemus

VP, Senior Trust Officer

Professional headshot of James Hauer.

James D. Hauer

VP, Senior Trust Officer

Professional headshot of Jennifer Russell.

Jennifer Russell

VP, Senior Trust Officer

Jessica Corbett

AVP, Trust Officer

headshot of Reggie Ouk.

Reggie Ouk

VP, Senior Trust Officer

Professional headshot of Sheryl Ocampo.

Sheryl Ocampo

AVP, Trust Officer

Retirement Services

Professional headshot of Sherria Tavares.

Sherria Tavares

SVP, Director of Retirement Services

Professional headshot of Michelle Anderson.

Michelle Anderson

AVP, Retirement Services Officer

Investment Management

Shawna Partain

SVP, Director of Investment Management

headshot of Peter Gilmore.

Peter Gilmore

SVP, Senior Portfolio Manager

Alexandra Hagan

AVP, Portfolio Manager

Todd McGinley

SVP, Senior Portfolio Manager

Private Banking

Ronnie Henderson

SVP, Director of Private Banking

NMLS# 1137551

Denley Stringfield

SVP, Senior Relationship Manager

NMLS# 762905

professional headshot of Hooman Hamzeh

Hooman Hamzeh

VP, Senior Relationship Manager

NMLS# 1032587

William Davis

SVP, Senior Relationship Manager

NMLS# 487233

Special Assets

Professional headshot of Hamilton Kipp.

Hamilton Kipp

SVP, Director of Real Estate & Unique Assets

Professional headshot of Tracy Yeakle.

Tracy Yeakle

VP, Real Estate Asset Manager