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The executive will oversee the development and implementation of business strategies across the bank's wealth management units.

Kate Moore is a Global Equity Strategist at BofA Merrill Lynch Global Research. Before joining BofA Merrill Lynch, Moore was an Emerging Markets Strategist at Moore Capital Management, a macro hedge fund in New York. Before joining Moore Capital in 2007, Moore was a member of the Investment Strategy and Economics team at Morgan Stanley Investment Management. Prior to graduate school, Moore was a consultant for leveraged\nbuyout portfolios.\nMoore is known for her analysis in identifying top-down investment themes with a special\nfocus on resource sectors and financials within emerging markets; she has a profound knowledge of China and Russia and deep understanding of Brazil, Korea and South Africa. Her particular areas of focus include energy, infrastructure, agriculture, shipping, metals & mining and banks. Her work at Moore Capital also included analysis of economic issues in both developed and emerging markets with a special focus on identifying holes in consensus models and forecasts. \nMoore’s thesis at graduate school focused on China and Guanxi Networks as an alternative to\nthe Embedded Autonomy Model.\nMoore earned a B.A. from the University of Virginia in Political and Social Thought and a M.A. from the University of Chicago in Political Economy.

Karla D’Alleva Valas is managing director of the Complex Asset Group for Fidelity Charitable®, an independent public charity with a donor-advised fund program. \nIn her current role, Ms. Valas manages a team of attorneys that bring deep knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-corp or S-corp shares, to charity. Ms. Valas and her team work directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these assets to achieve the most favorable tax treatment with the greatest charitable impact. Since inception, Fidelity Charitable® has made more than $2 billion available for grant-making through its complex assets program. \nPrior to overseeing the Complex Asset Group for Fidelity Charitable and its unique service offering, beginning in 2001, Ms. Valas was Fidelity Charitable’s chief compliance officer responsible for providing integrated tax, legal and compliance support for the donor advised fund program.\nMs. Valas joined Fidelity Investments in 1998, serving in various roles before supporting Fidelity Charitable. Previously, Ms. Valas was an appellate court attorney for the New York Supreme Court Appellate Division Third Judicial Department. \nMs. Valas earned her bachelor’s degree in chemistry and sociology from Mount Holyoke College and a juris doctorate from the New England School of Law. She also earned a master of laws degree in taxation from Boston University School of Law. She is admitted to practice law in the Commonwealth of Massachusetts and the State of New York.

Ms. Wimbish is the director of Retail Retirement, a part of Wells Fargo Retirement. In this role, she leads a department of over 230 team members, all of whom are focused on increasing Wells Fargo’s ability to help retail customers, through multiple channels, plan for and live a comfortable retirement.\nTo accomplish this goal, Ms. Wimbish and her team are focused on working with key partners across the organization – Wells Fargo Advisors, Wells Fargo Wealth Management and Wells Fargo Community Bank – to implement strategies that engage more current and prospective customers in retirement planning, products and services. \nMs. Wimbish joined Wells Fargo Retirement after five years leading the Latin America Group of Wachovia Securities, LLC headquartered in St. Louis, Missouri. In this role, she was responsible for all activities conducted through offices in four southern hemisphere countries, as well as through the Miami and New York International Offices and a branch in San Juan, Puerto Rico. Prior to assuming this role, she held previous positions as the Chief Operating Officer of Wachovia Securities Financial Network, Chief Administrative Officer of the firm’s Independent Brokerage Group, and head of relationship management and brokerage operations at the firm’s investment management subsidiary. She joined the firm in 1996. \nMs. Wimbish’s background includes 17 years in banking, both commercial and retail, as well as roles in credit administration, project management and training. \nMs. Wimbish is a summa cum laude graduate of the University of Richmond with a B.A. in mathematics and economics. She holds the Chartered Financial Analyst designation, and is a graduate of the School of Banking of the South and the Securities Industry Institute at Wharton. Her past community activities include Leadership Metro Richmond, the United Way, and the Girl Scouts Council. She and her husband live in Charlotte, North Carolina.\n

Karen blends her focus on strategies for wealth preservation and risk management together with her considerable experience with Merrill Lynch to help high-net-worth clients pursue their investment goals. Karen, who joined Merrill Lynch in 1983, was named one of the Top 1,000 Financial Advisors by Barron's in 2010. She is extremely service oriented, with a strong interest in opportunities for international investing.Karen attended Smith College, then transferred to Florida State University where she earned a Bachelor's degree in International Affairs. Karen also earned a Master's degree in International Development at North Carolina State University. She supports the Everglades Foundation, the National Trust for Historic Preservation and local food banks in Palm Beach County. Karen and her husband, Russell Hibbard, live in Lake Worth, Florida.\n\n

Karen is Managing Partner of DeRose Financial Planning Group, a premier independent fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision.  Her firm’s philosophy is “Life Happens… Plan for It!”  With 19 years of experience, Karen and her advisory team will uncover problems you may not know you have and develop strategies to help you preserve and enhance your wealth in a complex tax and financial environment.  Her firm’s clients are successful business owners, professionals and retirees who have worked hard to achieve the American Dream and now need to evaluate their situation to plan strategies to protect, accumulate and distribute their wealth.  Her team’s tailored approach to financial planning is based on listening to clients and translating their wants, needs and values into a plan that builds and preserves their wealth over a lifetime and beyond.\nKaren is a CERTIFIED FINANCIAL PLANNER® Professional, a Chartered Retirement Planning Counselor®, a Registered Representative.  She holds FINRA Series 6, 7, 63 and 66 registrations and is licensed to provide health and life insurance in several states.\nKaren is Past Chairman of the prestigious Resource Group, comprised of the top 200 financial advisors at Lincoln Financial Advisors and is Chairman of The WISE Group - Lincoln’s women advisors network.  She is a member of the Financial Planning Association (FPA) of Chicago.   She believes in collaborating with other trusted advisors by adding value to her client relationship’s through business development and is the Past President of the BNI Wildfire Group and a member of The Executive Guild.   Karen is also a Collaborative Law Fellow with the Collaborative Law Institute of Illinois (providing financial expertise in divorces). Karen has appeared on NBC Chicago and was listed in Chicago Magazine’s “Five-Star Wealth Advisor” in 2010 – 2014 and awarded the Circle of Excellence Award 2011 – 2014 with Women in Financial Services (WIFS) and in 2014 she received the Women’s Choice Award.\nKaren earned her bachelor’s degree in business, with a concentration in accounting and marketing from Barat College.

As Pioneer’s Practice Management Director, Karen has two goals: The first is to help clients achieve their financial goals through understanding and overcoming their behaviors and investing biases. The second is to help financial professionals strategize and plan for their business success.\nKaren is an accomplished speaker with over ten years of industry experience and extensive knowledge of the intricacies of retirement planning. In addition to her role as Practice Management Director, she is also head of Pioneer’s CE department and lead author for Pioneer’s proprietary CE and client presentations on topics such Social Security, The Owner Only 401(k) Marketplace, and The Impact of Emotions on Investor Behavior.\nPrior to joining Pioneer, Karen was a Senior Analyst for Retirement Markets at Cerulli Associates. While there, she analyzed the trends and forces shaping the Defined Contribution, Defined Benefit, IRA and retirement income markets. She was also lead author for their annual reports that analyzed and segmented the U.S. retirement landscape.\nKaren was first introduced to the mutual fund industry during a college study abroad internship at a regional bank in Germany. There she was fascinated by the market movements and the impact it had on individual client accounts. She graduated with a double major in International Business and German from Gustavus Adolphus College, a small liberal arts college in Minnesota.