{"id":908885,"date":"2025-11-12T11:25:09","date_gmt":"2025-11-12T16:25:09","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\/"},"modified":"2025-11-12T11:25:09","modified_gmt":"2025-11-12T16:25:09","slug":"first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\/","title":{"rendered":"First Citizens Wealth Expands California Bay Area Team, Appoints Lee Erby Region Head"},"content":{"rendered":"<div class=\"xn-newslines\">\n<p class=\"xn-distributor\">PR Newswire<\/p>\n<\/p><\/div>\n<div class=\"xn-content\">\n<p>\n        <span class=\"legendSpanClass\"><br \/>\n          <span class=\"xn-location\">RALEIGH, N.C.<\/span><br \/>\n        <\/span>, <span class=\"legendSpanClass\"><span class=\"xn-chron\">Nov. 12, 2025<\/span><\/span> \/PRNewswire\/ &#8212; First Citizens Wealth, a division of First Citizens Bank serving individuals and institutions, today announced the appointment of <span class=\"xn-person\">Lee Erby<\/span> as Northern California Market Leader. Based in <span class=\"xn-location\">San Francisco<\/span>, he reports to <span class=\"xn-person\">Art Saldivar<\/span>, Senior Director of Regional Wealth for <span class=\"xn-location\">California<\/span>, and he will lead a team of wealth consultants.<\/p>\n<div class=\"PRN_ImbeddedAssetReference\" id=\"DivAssetPlaceHolder1\">\n<p>\n          <a href=\"https:\/\/mma.prnewswire.com\/media\/2819201\/Lee_Erby_Headshot.html\" target=\"_blank\" rel=\"nofollow\"><br \/>\n            <img decoding=\"async\" src=\"https:\/\/mma.prnewswire.com\/media\/2819201\/Lee_Erby_Headshot.jpg\" title=\"Lee Erby\" alt=\"Lee Erby\" \/><br \/>\n          <\/a>\n        <\/p>\n<\/p><\/div>\n<p>Erby is responsible for growing a team serving the needs of high-net-worth individuals and families; the entrepreneurs, founders, investors behind the innovation economy; businesses and corporations; and nonprofits\u00a0across Northern California.\u00a0 First Citizens Wealth offers a full range of capabilities, including wealth planning, investment services, trust and fiduciary services, banking and lending.<\/p>\n<p>&#8220;As a lifelong Bay Area resident, Lee has deep local ties, and shares our strong commitment to this community,&#8221; said <span class=\"xn-person\">Art Saldivar<\/span>, Senior Director of Regional Wealth for <span class=\"xn-location\">California<\/span>. &#8220;We are thrilled to pair his extensive leadership experience in wealth management with our deep expertise working with the individuals behind the innovation economy via the larger Silicon Valley Bank ecosystem. We are confident this will be a powerful combination that will help propel client success for generations to come and further advance our growth in the region.&#8221;<\/p>\n<p>Lee has more than 20 years of wealth and private banking experience serving high net worth families and institutions. He has held senior positions at Bank of America Private Bank, Merrill Lynch, and Citi Private Bank.<\/p>\n<p>Lee is a graduate of <span class=\"xn-org\">California Maritime Academy<\/span> with a degree in business administration and an MBA from <span class=\"xn-org\">Saint Mary&#8217;s College of California<\/span>.<\/p>\n<p>First Citizens Bank has six branches in the greater Bay Area region, and First Citizens&#8217; Silicon Valley Bank division has had a presence in <span class=\"xn-location\">Northern California<\/span> for more than 40 years. Today, First Citizens Bank has more than 1,000 employees across the Bay Area, including more than 80 First Citizens Wealth employees.<\/p>\n<p>\n        <b>About First Citizens Wealth<\/b>\n      <\/p>\n<p>First Citizens Wealth offers a full range of financial planning, asset management, private banking, brokerage, investment advisory, insurance and trust services to individuals and institutional clients. Learn more at <a href=\"https:\/\/edge.prnewswire.com\/c\/link\/?t=0&amp;l=en&amp;o=4554811-1&amp;h=1623570233&amp;u=https%3A%2F%2Fwww.firstcitizens.com%2Fwealth&amp;a=https%3A%2F%2Fwww.firstcitizens.com%2Fwealth\" target=\"_blank\" rel=\"nofollow\">https:\/\/www.firstcitizens.com\/wealth<\/a>.<\/p>\n<p>\n        <b>About First Citizens Bank<\/b>\n      <\/p>\n<p>First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in <span class=\"xn-location\">Raleigh, N.C.<\/span>, First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services with branches and offices nationwide; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; and a nationwide direct bank. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than <span class=\"xn-money\">$200 billion<\/span> in assets and a member of the Fortune 500\u2122. Discover more at firstcitizens.com.<\/p>\n<p>\n        <b>Disclosures<\/b><br \/>\n        <br \/>First Citizens Wealth\u2122 (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. (&#8220;FCIS&#8221;) , a registered broker-dealer, Member\u00a0<b><a href=\"https:\/\/edge.prnewswire.com\/c\/link\/?t=0&amp;l=en&amp;o=4554811-1&amp;h=647453190&amp;u=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D4192650-1%26h%3D2727985632%26u%3Dhttps%253A%252F%252Fwww.finra.org%252F%2523%252F%26a%3DFINRA&amp;a=FINRA\" target=\"_blank\" rel=\"nofollow\">FINRA<\/a><\/b>\u00a0and\u00a0<b><a href=\"https:\/\/edge.prnewswire.com\/c\/link\/?t=0&amp;l=en&amp;o=4554811-1&amp;h=1855081884&amp;u=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D4192650-1%26h%3D822978603%26u%3Dhttps%253A%252F%252Fwww.sipc.org%252F%26a%3DSIPC&amp;a=SIPC\" target=\"_blank\" rel=\"nofollow\">SIPC<\/a><\/b>.\u00a0 Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisers.\u00a0 Insurance products and insurance are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank &amp; Trust Company, Member\u00a0<b><a href=\"https:\/\/edge.prnewswire.com\/c\/link\/?t=0&amp;l=en&amp;o=4554811-1&amp;h=2087469852&amp;u=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D4192650-1%26h%3D717358976%26u%3Dhttps%253A%252F%252Fwww.fdic.gov%252F%26a%3DFDIC&amp;a=FDIC\" target=\"_blank\" rel=\"nofollow\">FDIC<\/a><\/b>, and an Equal Housing Lender and SVB, a division of First-Citizens Bank &amp; Trust Company.<\/p>\n<p>All loans provided by First-Citizens Bank &amp; Trust Company and SVB are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941<\/p>\n<p>Consulting services including overseeing plan design, investment fiduciary services, investment selection and monitoring, and continuous benchmarking are offered through First Citizens Bank and Trust Company.\u00a0 First Citizens Wealth is a registered trademark of First Citizens BancShares, Inc.<\/p>\n<p>\n        <b>Media Contact<br \/><\/b><br \/>\n        <span>Liz <\/span>Shapiro<br \/><a href=\"mailto:Elizabeth.shapiro@firstcitizens.com\" target=\"_blank\" rel=\"nofollow\">Elizabeth.shapiro@firstcitizens.com<\/a><span>\u00a0<\/span><\/p>\n<p>\u00a0<\/p>\n<div class=\"PRN_ImbeddedAssetReference\" id=\"DivAssetPlaceHolder2\">\n<p>\n          <a href=\"https:\/\/mma.prnewswire.com\/media\/2440635\/FCB_Wealth_Logo.html\" target=\"_blank\" rel=\"nofollow\"><br \/>\n            <img decoding=\"async\" src=\"https:\/\/mma.prnewswire.com\/media\/2440635\/FCB_Wealth_Logo.jpg\" title=\"First Citizens Wealth logo (PRNewsfoto\/First Citizens Bank)\" alt=\"First Citizens Wealth logo (PRNewsfoto\/First Citizens Bank)\" \/><br \/>\n          <\/a>\n        <\/p>\n<\/p><\/div>\n<p id=\"PURL\">\n        <img loading=\"lazy\" decoding=\"async\" title=\"Cision\" width=\"12\" height=\"12\" alt=\"Cision\" src=\"https:\/\/edge.prnewswire.com\/c\/img\/favicon.png?sn=NY20849&amp;sd=2025-11-12\" \/> View original content to download multimedia:<a id=\"PRNURL\" rel=\"nofollow\" href=\"https:\/\/www.prnewswire.com\/news-releases\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head-302611172.html\" target=\"_blank\">https:\/\/www.prnewswire.com\/news-releases\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head-302611172.html<\/a><\/p>\n<p>SOURCE  First Citizens Bank<\/p>\n<\/p><\/div>\n<p>    <img decoding=\"async\" alt=\"\" src=\"https:\/\/rt.prnewswire.com\/rt.gif?NewsItemId=NY20849&amp;Transmission_Id=202511120830PR_NEWS_USPR_____NY20849&amp;DateId=20251112\" style=\"border:0px;width:1px;height:1px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>PR Newswire RALEIGH, N.C. , Nov. 12, 2025 \/PRNewswire\/ &#8212; First Citizens Wealth, a division of First Citizens Bank serving individuals and institutions, today announced the appointment of Lee Erby as Northern California Market Leader. Based in San Francisco, he reports to Art Saldivar, Senior Director of Regional Wealth for California, and he will lead a team of wealth consultants. Erby is responsible for growing a team serving the needs of high-net-worth individuals and families; the entrepreneurs, founders, investors behind the innovation economy; businesses and corporations; and nonprofits\u00a0across Northern California.\u00a0 First Citizens Wealth offers a full range of capabilities, including wealth planning, investment services, trust and fiduciary services, banking and lending. &#8220;As a lifelong Bay Area resident, Lee has deep &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;First Citizens Wealth Expands California Bay Area Team, Appoints Lee Erby Region Head&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-908885","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>First Citizens Wealth Expands California Bay Area Team, Appoints Lee Erby Region Head - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"First Citizens Wealth Expands California Bay Area Team, Appoints Lee Erby Region Head - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"PR Newswire RALEIGH, N.C. , Nov. 12, 2025 \/PRNewswire\/ &#8212; First Citizens Wealth, a division of First Citizens Bank serving individuals and institutions, today announced the appointment of Lee Erby as Northern California Market Leader. Based in San Francisco, he reports to Art Saldivar, Senior Director of Regional Wealth for California, and he will lead a team of wealth consultants. Erby is responsible for growing a team serving the needs of high-net-worth individuals and families; the entrepreneurs, founders, investors behind the innovation economy; businesses and corporations; and nonprofits\u00a0across Northern California.\u00a0 First Citizens Wealth offers a full range of capabilities, including wealth planning, investment services, trust and fiduciary services, banking and lending. &#8220;As a lifelong Bay Area resident, Lee has deep &hellip; Continue reading &quot;First Citizens Wealth Expands California Bay Area Team, Appoints Lee Erby Region Head&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-12T16:25:09+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/mma.prnewswire.com\/media\/2819201\/Lee_Erby_Headshot.jpg\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"First Citizens Wealth Expands California Bay Area Team, Appoints Lee Erby Region Head\",\"datePublished\":\"2025-11-12T16:25:09+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\\\/\"},\"wordCount\":722,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/mma.prnewswire.com\\\/media\\\/2819201\\\/Lee_Erby_Headshot.jpg\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\\\/\",\"name\":\"First Citizens Wealth Expands California Bay Area Team, Appoints Lee Erby Region Head - 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Based in San Francisco, he reports to Art Saldivar, Senior Director of Regional Wealth for California, and he will lead a team of wealth consultants. Erby is responsible for growing a team serving the needs of high-net-worth individuals and families; the entrepreneurs, founders, investors behind the innovation economy; businesses and corporations; and nonprofits\u00a0across Northern California.\u00a0 First Citizens Wealth offers a full range of capabilities, including wealth planning, investment services, trust and fiduciary services, banking and lending. &#8220;As a lifelong Bay Area resident, Lee has deep &hellip; Continue reading \"First Citizens Wealth Expands California Bay Area Team, Appoints Lee Erby Region Head\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\/","og_site_name":"Market Newsdesk","article_published_time":"2025-11-12T16:25:09+00:00","og_image":[{"url":"https:\/\/mma.prnewswire.com\/media\/2819201\/Lee_Erby_Headshot.jpg","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"First Citizens Wealth Expands California Bay Area Team, Appoints Lee Erby Region Head","datePublished":"2025-11-12T16:25:09+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\/"},"wordCount":722,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\/#primaryimage"},"thumbnailUrl":"https:\/\/mma.prnewswire.com\/media\/2819201\/Lee_Erby_Headshot.jpg","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/first-citizens-wealth-expands-california-bay-area-team-appoints-lee-erby-region-head\/","name":"First Citizens Wealth Expands California Bay Area Team, Appoints Lee Erby Region Head - 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