Julie Shafer has joined the Bank of the West Wealth Management Group as head of strategic philanthropy and purpose investing, the bank announced Thursday.
Shafer will report to Steve Prostano, the newly appointed head of Bank of the West’s ultra-high-net-worth business. She will focus on helping clients achieve their philanthropic goals.
Shafer has held consulting positions with philanthropists, foundations, not-for-profits and corporations both nationally and globally. Before joining Bank of the West, she led a philanthropy consulting firm, which specialized in efficient, thoughtful and innovative strategic planning for donors and grantees.