UMB Bank

Join us in welcoming two new associates to our team in Dallas! Andrew Witkoff joined the team as senior vice president, commercial team lead. In this role, he leads the commercial banking team in the region for business development and treasury, acts as a brand ambassador, and builds relationships while growing revenues across corporations. We also welcomed Jake J. Crater Jr., vice president, senior wealth advisor. Jake supports ultra-high-net-worth clients helping them navigate the wealth management process—from wealth creation and effective wealth preservation, to efficient transfer according to their customized plans. https://lnkd.in/gKhjssP8 #UMBCareers

In our latest episode of The Scoop, UMB's Dan Kieffer shares the basics of asset allocation, risk and return, and why “boring” investing is smart investing. Learn more and watch the full video on the blog. Read our disclosures here: https://bit.ly/3yl71pk

As the year winds down, we’d like to express our gratitude and shine a light on UMB associates who have been recognized for their professional and personal accomplishments. These individuals’ dedication and determination to better the banking industry and their surrounding communities is truly inspiring. Learn more about these outstanding individuals below.

Congratulations to UMB Fund Services for winning the Innovation in Alternative Fund Data award in the 2024 Global Custodian Industry Leaders Awards. We invest in innovation so our clients can access fund technology platforms to ensure optimal performance. Our tailored, proprietary systems enable us to meet the challenges of rapidly evolving disciplines. Read our disclosures: https://lnkd.in/gtvV5Zcx

Neysa Behrens was recently promoted to senior vice president, senior manager, enterprise operations at UMB! In her role, Neysa leads teams in business systems analysis, vendor management, compliance, and operational analysis, with a strong focus on driving process efficiency and operational excellence. Neysa is dedicated to people development, providing feedback to elevate team performance and driving operational excellence. In her free time, Neysa enjoys family and community events. https://bit.ly/41rXEjW #UMBCareers

Did you know that health savings accounts (#HSAs) have yearly contribution limits? Many account holders may not be aware of this important detail, which can lead to unexpected tax consequences. Brian Hutchin, CTP®, director of healthcare services, shares valuable tips to help clients avoid exceeding these contribution limits. By staying informed and planning ahead, clients can maximize their savings while staying compliant with annual contribution guidelines.

We recently sat down with Eric Kelley, chief investment officer for UMB Private Wealth Management, to hear why he chose a career in the wealth management industry. "It’s a fun, extremely challenging job that is different every single day. I also get to manage a team of associates who are the brightest in the industry and deeply care about the success of our clients and bank." Discover his passion for solving complex problems below. #UMBCareers

The UMB Financial Corporation Charitable Foundation, along with the William T. Kemper Charitable Trust, of which UMB Bank, n.a. is a trustee, were thrilled to support the South Plains Food Bank with a joint contribution of $100,000. “On behalf of the two foundations, we are excited to provide funding to this critical and worthwhile organization, and UMB looks forward to continuing to be active partners in Lubbock and the surrounding communities,” said UMB Financial Corporation Chairman and CEO Mariner Kemper. This donation will assist the organization in achieving its $450,000 fundraising goal, which will aid those facing food insecurity in the South Plains region in Texas. #UMBHeart

Shannon Johnson, EVP and chief administrative officer, is a 2024 BankNews “Outstanding Women in Banking” honoree. “Through her leadership, Shannon has helped UMB be even more adaptable, nimble and intentional in meeting the modern workforce’s needs and desires – something not often found in the banking industry,” said James Rine, bank president. Congratulations, Shannon, on this well-deserved recognition! https://bit.ly/3VtFgDk

Mariner Kemper, CEO and Chairman of UMB Financial Corporations and Jim Rine, President/President UMB Financial Corporations & President & CEO UMB Bank n.a were recognized in Ingram's 2024 "Kansas City's Most Influential Business Leaders". We are proud to see our leadership recognized for their impact in the community.