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Delbert Chang

Senior Portfolio Advisor

Menlo Park, CA | (650) 926-9200

Delbert Chang

Expertise

Del works closely with clients and their legal, tax and insurance advisors. He develops, implements and manages comprehensive wealth strategies for individuals, families, foundations and trusts.

Experience

Del spent 24 years with Union Bank as a Portfolio Manager with HighMark Capital Management, a subsidiary of Union Bank and as a Trust Officer in their San Francisco Office. He began his career with Trust Services of America and Northern Trust. Del brings over 25 years of investment and fiduciary experience.

Joined Northern Trust

2016

Education

Bachelors of Science in Business Administration with an emphasis in Finance from Oregon State University.

Credentials

Chartered Financial Analyst (CFA). Certified Financial Planner (CFP). Certified Trust and Fiduciary Advisor (CTFA).

Menlo Park

Cash Services Unavailable | ATM in lobby*

Allpoint - Surcharge Free**

MoneyPass - Surcharge Free

Visa – Worldwide Locations

2500 Sand Hill Road

Suite 150

Menlo Park, California 94025

Call: +1- 650-926-9200
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*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.