Sam Petrucci has joined Deutsche Bank Wealth Management in a newly created role as head of wealth planning in the Americas, Deutsche Bank announced Tuesday.
Petrucci will be responsible for leading a team to provide wealth planning expertise to ultra-high-net-worth individuals and for spearheading the development of a suite of advisory solutions, the company said.
“Petrucci’s extensive expertise in working with ultra-high-net-worth clients in providing comprehensive planning solutions and advice will complement our existing team and will help us better serve our clients and the market,” says Andrew Gallivan, head of trust and wealth planning and interim co-head of wealth management in the Americas.
Petrucci has experience advising clients in estate planning, tax planning, life insurance, philanthropy and wealth education. He joins Deutsche Bank Wealth Management from Credit Suisse, where he was a managing director and head of the wealth planning group within Private Banking North America. Petrucci joined Credit Suisse in 2000 after the bank merged with Donaldson, Lufkin & Jenrette.