Deutsche Bank Private Wealth Management (PWM) today announced that Jeff Saccacio will join PWM’s Orange County office as a Managing Director and Head of Wealth Planning for the Western US. He will report jointly to Davis and Andrew Gallivan, a Managing Director and Head of US PWM Trust.
In this new role, Saccacio will work closely with PWM’s West Coast Private Bankers to generate fiduciary business and with Investment Advisors to provide integrated wealth management plans, including asset allocation to clients. He will join PWM from Citigroup Private Bank where he was a Managing Director and Wealth Strategist. Previously, he was a Client Service Director at MyCFO, Inc. and a Partner in the Personal Financial Services practice for the Western Region of PricewaterhouseCoopers. Saccacio holds a BBA in Accounting from the University of Notre Dame and has earned the Chartered Financial Consultant designation.