Birmingham-based Regions Bank on Thursday named Marcus Hopkins head of Regions Institutional Services, a Wealth Management division that manages assets for corporations, nonprofits, foundations, endowments, healthcare systems, municipalities and retirement plan sponsors across the Southeast, Texas and the Midwest.
Hopkins succeeds Julz Burgess, who will retire at the end of the year after more than a decade with the bank.
Hopkins joined Regions in 2010 as an institutional business development officer. He later served as a portfolio manager and led the bank’s Institutional Portfolio Management team.
“Marcus is an outstanding leader with deep knowledge of our clients, our markets, our business and our culture,” said Bill Ritter, head of Regions Wealth Management.
“Just as importantly, Marcus appreciates the relationships that are at the heart of this business,” Ritter said.
Institutional Services handles retirement plan services, asset management, corporate trust, escrow, custody and philanthropic solutions for nonprofits. The National Association of Plan Advisors recently named the division to its Top Defined Contribution Advisor Teams list.
“I am honored to step into this role and build on the strong foundation that Julz Burgess and our entire Institutional Services team have created,” Hopkins said. “We have tremendous opportunities as we continue helping organizations manage assets, fulfill their missions, support employees, and navigate an evolving financial landscape.”
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Burgess joined Regions in 2015 as head of Corporate Trust and was promoted in 2020 to lead Institutional Services. She also helped develop and expand the bank’s Philanthropic Solutions business.
“Julz has made a lasting impact on Regions, our associates, and the clients we serve,” Ritter said. “Her leadership, vision and commitment to excellence have strengthened our Institutional Services business and positioned the team for continued success.”
Grayson Everett is the editor in chief of Yellowhammer News. You can follow him on X @Grayson270.
