Experienced Leader Focused on Personal Client Service and Growth
Sandy Spring Bank announced today that Roberta Z. Greenspan, CFA, CFP®, has joined the company as the Division Executive of the Sandy Spring Private Client Group, a division within the bank that takes a holistic approach to meeting clients’ financial needs through trust services, private banking, wealth planning and investment management. Greenspan will lead a team of 45 employees with an average of 20 years of experience.
“Roberta brings extensive experience in financial services, and she has an outstanding track record in business development,” said R. Louis Caceres, Executive Vice President at Sandy Spring Bank. “Her deep industry knowledge, excellence in delivering personal service, and admirable leadership style will help us grow by effectively meeting the diverse financial needs of our clients.”
With 25 years of experience in financial services, Greenspan joins Sandy Spring Bank from Charles Schwab in Tysons Corner where she was a wealth management consultant for the Mid-Atlantic states. Prior to that, Greenspan held senior positions in wealth management at large regional banks in the Greater Washington D.C. region and in Florida.
“I grew up in Montgomery County, Maryland, and I have always admired Sandy Spring Bank and the reputation that precedes it,” said Greenspan. “I am so impressed with the expertise of the employees at Sandy Spring Bank and the unwavering commitment to serving the individual needs of every client.”
Greenspan added, “One of the key advantages of the Sandy Spring Private Client Group is access to all of the bank’s resources. The private banking, wealth planning and trust experts work together seamlessly to deliver comprehensive and personalized strategies to help each client achieve their financial goals. This approach, coupled with a tenured team at an organization with 150 years of serving the community, is very attractive to clients.”
About Sandy Spring Bancorp, Inc.
Sandy Spring Bancorp, Inc., headquartered in Olney, Maryland, is the holding company for Sandy Spring Bank. Independent and community-oriented, Sandy Spring Bank offers a broad range of commercial banking, retail banking, mortgage and trust services throughout central Maryland, Northern Virginia, and Greater Washington D.C. Through its subsidiaries, Sandy Spring Insurance Corporation and West Financial Services, Inc., Sandy Spring Bank also offers a comprehensive menu of insurance and wealth management services
Sandy Spring Bank