Updated Sunday, May 19, 2013 as of 12:21 AM ET
Debralee Nelson joined the firm’s New York Tri-State sales team as a senior sales director, BNY Mellon announced Thursday. She is responsible for business development and identifying opportunities for expanding the firm’s client base in the New York Tri-State market.
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More in Career Moves
Yves Cochez will manage the bank’s portfolio management team and set the overall direction of investment management for high-net-worth clients. more »
Sallie Krawcheck, for years one of the most high-profile women in financial services, announced Wednesday that she has invested in 85 Broads and will take over as business leader for the women's network. more »
The firm has hired four wealth sales directors in Los Angeles and Newport Beach to drum up business. more »
Hilliard Lyons hired Grover “Butch” Canty as a public finance banker to further the firm’s expansion in Western Kentucky. more »
Steven Wieting, managing director and U.S. economist in Citi Research, will be responsible for formulating investment strategies for the business and its clients around the world. more »
Merrill Lynch Wealth Management has tapped Ashvin Chhabra to serve as chief investment officer and head of Investment Management and Guidance. more »
Elise Fortin, a former executive of Wells Fargo Private Bank, will be responsible for leading Umpqua Private Bank’s expansion in the Puget Sound region. more »
Gerald Rixie, the former CFO of Calamos Family Partners, joined the Private Client Reserve as a wealth management consultant. more »
Madorie O’Hara, a former Citi Private Bank portfolio manager, will manage investment portfolios for Webster’s private banking clients. She will be based in Stamford, Conn. more »
Within a decade, only about 150 large, profitable wealth management firms will dominate wealth management, according to a new forecast co-authored by Mark Hurley, chairman and CEO of the Fiduciary Network. more »
Robert Buzzelli was formerly Allegheny Valley Bank’s chief banking and wealth management officer. more »
Martim de Arantes Oliveira will be responsible for driving the growth of Ascent’s new office, which will open this summer. more »
Doug Heding joined the Private Client Reserve as a private banking officer in Milwaukee; Kenan Aksoz joined as a wealth management consultant in Minneapolis. more »
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