UMB Expands Services in California, Adds 13 to New Office

Posted June 12, 2025

UMB Bank has expanded its services in California after hiring 13 professionals to join its Corporate Trust and Agency Services group.

UMB announced that it has added 13 professionals, formerly of Wilmington Trust, to provide a wide range of corporate, municipal trustee, escrow and paying agent services, according to a release. Nearly all the hires will be based in Costa Mesa, Orange County. UMB is opening a new office in Costa Mesa that will house the Corporate Trust’s CLO Trustee and Loan Administration team.

“We’ve been growing our Corporate Trust business by double digits year after year and expect that to continue,” executive vice president, executive managing director, Corporate Trust and Agency Services, Austin Braithwait, said in the release. “John Deleray and Ali Naqvi are among the best-known corporate trust leaders in the western U.S. We are honored to welcome them and this entire group of stellar professionals.”

The bank’s expansion in California builds on its commitment to grow its commercial and retail banking in the state following the announcement to acquire HTLF Bank and its California division, Premier Valley Bank, in January.

National sales manager, John Deleray—who helped establish the Wilmington Trust California office in 2011 alongside regional manager, Jeanie Mar—will lead a team focused on municipal and corporate trustee, escrow and paying-agent services.

A second team, led by national sales manager Ali Naqvi, will specialize in mergers and acquisitions transactions. Naqvi and regional manager, Jane Snyder will work closely with top law firms and private equity firms across all fifty states, focusing on escrow and paying agent services.

Deleray, Mar, Naqvi and Snyder began their employment with UMB on May 27, according to the release.