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Credit Suisse Names William I. Woodson Head of Family Wealth Management for Private Banking USA.


NEW YORK New York, state, United States
New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of
 -- Credit Suisse is pleased to announce that William I. Woodson has joined the Bank as a Managing Director and Head of Family Wealth Management for Private Banking USA. In this role, Mr. Woodson will be responsible for leading the Chicago-based Family Wealth Management group, which provides family office services to high-net worth clients and families, including: wealth planning, investment management, tax, trust and inter-generational wealth transfer strategies. He will be based in Chicago and report to Paul M. Simons, Managing Director and Head of the Client Solutions Group for Private Banking Americas.

"Bill has a long and successful history in serving the complex needs of individuals and families of significant wealth," said Mr. Simons. "He will be instrumental in leading the group to expand our offering and delivery to this important client segment. We are delighted to have him join Credit Suisse."

Mr. Woodson joins Credit Suisse from Merrill Lynch, where he was a Senior Partner on a private wealth advisory team focused on providing ultra-high net worth individuals and families with investment consulting, risk management, tax, estate and philanthropic strategic planning. Prior to joining Merrill Lynch, he was a Managing Director at myCFO and managed one of the firm's largest tax, estate and multi-family office practices.

Mr. Woodson holds a Bachelors of Arts in Economics from University of California The University of California has a combined student body of more than 191,000 students, over 1,340,000 living alumni, and a combined systemwide and campus endowment of just over $7.3 billion (8th largest in the United States). , Irvine and a Masters of Science in Accounting from New York University New York University, mainly in New York City; coeducational; chartered 1831, opened 1832 as the Univ. of the City of New York, renamed 1896. It comprises 13 schools and colleges, maintaining 4 main centers (including the Medical Center) in the city, as well as the , Stern Graduate School of Business.

Credit Suisse Private Banking USA operates out of 12 offices across the United States and works with a select number of wealthy individuals and family groups to provide a high degree of personalized service. Private Banking USA works closely with all areas of Credit Suisse, providing clients with many of the same resources and services offered to the Bank's largest and most sophisticated institutional investors.

Credit Suisse

As one of the world's leading banks, Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide. Credit Suisse offers advisory services advisory services

advisory services provided to the public, in their capacity as owners and managers of animals, are an important part of veterinary science. They may be provided by government bureaux, by commercial companies who deal in pharmaceuticals or animals or animal
, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally, as well as retail clients in Switzerland. Credit Suisse is active in over 50 countries and employs approximately 40,000 people. Credit Suisse's parent company, Credit Suisse Group, is a leading global financial services company headquartered in Zurich. Credit Suisse Group's registered shares (CSGN CSGN Cyber Sports Gaming Network (UK)
CSGN coordinating subgroup for narcotics (US DoD)
CSGN Strike Cruiser, Nuclear Powered (US Navy ship designation) 
) are listed in Switzerland and, in the form of American Depositary Shares (CSR (1) (Customer Service Representative) A person who handles a customer's request regarding a bill, account changes or service or merchandise ordered. Agents in call centers are known as CSRs. See call center. ), in New York. Further information about Credit Suisse can be found at www.credit-suisse.com.

Private Banking

In Private Banking, Credit Suisse provides comprehensive advice and a broad range of investment products and services tailored to the complex needs of high-net-worth individuals globally. Wealth management solutions include tax planning Tax planning

Devising strategies throughout the year in order to minimize tax liability, for example, by choosing a tax filing status that is most beneficial to the taxpayer.
; pension planning; life insurance solutions; wealth and inheritance advice, trusts and foundations. In Switzerland, Credit Suisse supplies banking products and services to private banking clients as well as to business and retail clients.

Credit Suisse Securities (USA) LLC (Logical Link Control) See "LANs" under data link protocol.

LLC - Logical Link Control
 is an indirect subsidiary of Credit Suisse. The Private Banking USA business in Credit Suisse Securities (USA) LLC is a U.S. regulated broker dealer. It is not a chartered bank Chartered Bank

A financial institution whose primary roles are to accept and safeguard monetary deposits from individuals and organizations, and to lend money out. The details vary from country to country, but usually a chartered bank in operation has obtained government permission
, trust company or depository institution Depository institution

A financial institution that obtains its funds mainly through deposits from the public. This includes commercial banks, savings and loan associations, savings banks and credit unions.
. It is not authorized to accept deposits or provide corporate trust services and it is not licensed or regulated by any federal banking authority.
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Publication:Business Wire
Date:Jan 9, 2007
Words:551
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