Eric Stern
About Eric Stern
Eric Stern serves as the Senior Vice President and Private Banker at City National Bank, where he focuses on providing financial services to clients in the San Francisco Bay Area. He has a robust background in banking, having held various leadership roles at notable financial institutions over the past two decades.
Work at City National Bank
Eric Stern has been serving as Senior Vice President, Private Banker at City National Bank since 2017. Based in Walnut Creek, California, he focuses on building trusted relationships with clients and internal partners. His role involves advising professional services firms and nonprofit organizations on various financial matters, including investments, customized lending, banking, and retirement planning.
Education and Expertise
Eric Stern holds a Master's Degree in Finance from the USC Marshall School of Business, where he studied from 2000 to 2002. He also earned a Bachelor of Arts in Business Economics from UC Santa Barbara, completing his studies from 1994 to 1997. His educational background provides a solid foundation for his expertise in private banking and financial advisory.
Background in Banking
Eric Stern has extensive experience in the banking sector, having held various positions prior to his current role. He worked at Union Bank as Vice President in Corporate Banking from 2008 to 2010, followed by a position at Morgan Stanley Smith Barney as Vice President - Private Banker from 2010 to 2013. He also served as Managing Director in Private Banking at Ascent Private Capital Management, a division of U.S. Bank, from 2013 to 2017.
Previous Roles and Experience
Before his tenure in private banking, Eric Stern held positions at Merrill Lynch as Vice President - Structured Lending from 2006 to 2008 and at Citibank as Assistant Vice President from 2004 to 2006. His diverse roles across different financial institutions have contributed to his comprehensive understanding of banking and finance.