Jeff Trad

Jeffry Trad has joined Bank of Hawaii as executive vice president and head of Trust Services Group (TSG), where he will lead and oversee all trust and fiduciary services within TSG.  He is responsible for defining standards for exceptional client engagement and shaping a cohesive strategy to serve individual and institutional clients.

An experienced fiduciary and investment leader, Trad most recently led regional fiduciary services at Wells Fargo, overseeing complex client relationships, risk management, business growth, and senior‐advisor development across the Western region.  He previously served as chief fiduciary & investment officer at Midland Wealth Management and held prior leadership roles at BMO Harris (AMCORE Bank) and Horizon Trust & Investment Management. In his role at Bank of Hawaii, Trad will partner closely across Wealth Management, including The Private Bank and the Brokerage, chair the Trust Executive Committee, and champion strong risk and compliance governance.

He holds a master’s degree in business administration in finance from North Central College in Naperville, Ill. and a Bachelor of Science in English (Technical Writing) from Illinois State University, and he is a Certified Investment Management Analyst (CIMA®) and Certified Financial Planner (CFP®). Trad also completed the IMCA Certified Investment Management Analyst Program from the Wharton School and the CFP Professional Education Program from the College for Financial Planning in Denver, Colo., and is active with Rotary International.