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Services for Registered Investment Advisors

Solutions for Your Firm, Your Clients, and You

Wherever you want to take your firm, we’re here to help. With more than five decades of experience in administering trusts for individuals, corporations, and nonprofit organizations, and more than a century of experience in serving their banking and financial needs, Mechanics Bank can help you handle both sides.

Your Private Banker
Your own personal private banker as your primary contact.

Personalized Service
A dedicated team of senior financial professionals with global expertise and local perspective.

Hooman Hamzeh

Senior Relationship Manager

Office: 925.256.3023
Hooman_Hamzeh@MechanicsBank.com

With over 20 years of private banking and residential lending experience, Hooman is committed to providing his clients with exceptional service and customized financial solutions. This commitment is evidenced through a consistent approach to his business including personalized service, quick decision making, and an unwavering desire to exceed client expectations. Hooman attended San Diego State University, where he received his B.S. in Business Administration.

Solutions for Investment
Firms

Single point-of-contact for both the onboarding and day-to-day servicing of the relationship with same day response times
Treasury management services that include competitive earnings credit options
Secure online business banking and mobile banking platforms with advanced fraud prevention solutions
Comprehensive lending solutions such as operating lines of credit, letters of credit, term loans, etc.
Experienced group of licensed senior trust officers to assist with oversight, opening and maintenance of fiduciary accounts

Personal Solutions for Investment Advisors

Full suite of private banking services
Personal line of credit for short-term liquidity needs
Preferred deposit interest rates
Personalized residential real estate loan pricing based on qualifying criteria
Investment management and trust services

Trustee Services for Registered Investment Advisors

Mechanics Bank offers an open architecture platform for investment management when we act as Trustee. Our team of Trust professionals AND Private Bankers welcome the opportunity to engage a third-party Registered Investment Advisor (RIA) to manage the Trust’s securities.

Our oversight program of investment management responsibilities allows for unbiased monitoring of portfolio performance, asset allocation, and risk concentration. When we engage a third-party RIA, we perform due diligence to ensure the firm is suitable to work within our open architecture platform.

Sommer McKinley, CFP^®, AIF^®

Senior Vice President, Senior Director of Investment Management Services

Office: 415.962.5838
Sommer_McKinley@MechanicsBank.com

Over the course of nearly 20 years, Sommer has utilized her wealth management and financial planning insights to provide a wide range of strategic investment strategies and trust services for high-net-worth individuals and nonprofit organizations. She is a Certified Financial Planner^™ (CFP^®) and an Accredited Investment Fiduciary^® (AIF^®). She holds a Bachelor of Business Administration in Finance and Marketing from the University of Miami, and a Certificate in Personal Financial Planning from the University of California at Berkeley.