Danbury, CONN. (October 24, 2019) – Union Savings Bank today announces the addition of Keith Wirtz as Vice President and Chief Investment Officer. Wirtz will be responsible for managing the investment team, devising departmental investment policies and portfolio strategies, as well as managing high-net-worth and institutional portfolios.
“Keith’s extensive experience in the industry and his leadership skills will make for a great combination to complement our strong foundation at Union Savings Bank,” said Cynthia Merkle, President and CEO of Union Savings Bank. “With his more than 30 years of experience in the financial industry, we know Keith will make a major impact on our various business lines, and we’re honored to welcome him to the Union Savings Bank Wealth Management team.”
Wirtz will bring his specialty in portfolio management, fiduciary oversight and security analysis to the USB team. He has worked with some of the top companies in the financial and banking industry and has managed more than $34 billion in AUM and $100 billion in assets for institutional clients.
Wirtz currently serves as a trustee for the First Western Trust Funds and is a board member and Investment Committee Chair for ASU Enterprise Partners. He is a CFA Charter Holder and a member of the CFA Institute.
Before joining Union Savings Bank, Wirtz served as Principal and Senior Portfolio Manager for Walrus Partners LLC, a boutique money management firm based in Minneapolis. He also held the position of Chief Investment Officer for Fifth Third Bank’s Wealth Division and was President and Chief Investment Officer of Fifth Third Asset Management Inc.
About Union Savings Bank
Established in 1866 and headquartered in Danbury, Conn., Union Savings Bank is a $2.2 billion mutual bank dedicated to being the bank of choice. As a full-service financial institution, Union Savings Bank provides banking, mortgage, investment, trust and insurance products throughout western Connecticut with 25 offices in Bethel, Brookfield, Canton, Danbury, Goshen, Kent, Litchfield, Marble Dale, Monroe, New Fairfield, New Milford, Newtown, Ridgefield, Roxbury, Southbury, Torrington and Washington Depot. The bank provides financial services to individuals, businesses, not-for-profit organizations and government entities through its commercial, residential and consumer lending, corporate services, retail banking and wealth management divisions.
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