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Career moves

Bank advisers on the move

ByMargarida Correia
September 27, 2016 3:37 PM

For bank advisers looking to advance their careers, there’s no better news than a promotion or a new job offer. Here are 14 bank reps who were promoted or moved to new organizations to assume roles of greater responsibility since July.

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For bank advisers looking to advance their careers, there’s no better news than a promotion or a new job offer. Here are 14 bank reps who were promoted or moved to new organizations to assume roles of greater responsibility since July.
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Chad Darr, Associated Bank

Chad Darr, a relationship manager with Associated Bank in Minneapolis, was named lead financial planner with the Private Client and Institutional Services division. In his expanded role, he continues efforts to drive growth in the market and integrate goal-based financial planning and investing throughout the Minnesota market. Darr joined Associated in April 2011.
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Gary Gehm, Associated Bank

Gary Gehm joined Associated Bank's Private Client Services group as a senior client adviser in Chicago. He was previously with PNC Bank, where he served as a senior relationship manager for more than five years, according to his LinkedIn profile.
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Wallis Photo LLC

Marleny Cheshier, BNY Mellon Wealth Management

Marleny Cheshier joined BNY Mellon Wealth Management as a senior wealth manager in Newport Beach, Calif. She was previously with Northern Trust, where she most recently served as a vice president and senior portfolio manager. Cheshier was with Northern Trust for 18 years.
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Esteban Colon II, BNY Mellon Wealth Management

Esteban Colon II joined BNY Mellon Wealth Management's New York and Northern New Jersey team as a wealth director. He was previously with PNC Private Bank, where he was a senior relationship manager in Ridgewood, N.J.
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Elizabeth 'Izzy' Murdy, BNY Mellon Wealth Management

Elizabeth 'Izzy' Murdy joined BNY Mellon's wealth management office in Denver as a wealth director. She was previously with IWP Wealth Management, where she served as client relationship manager responsible for developing and executing client strategies for investment management, tax and estate planning and family dynamics.
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Frieda Rakhman, BNY Mellon Wealth Management

Frieda Rakhman joined BNY Mellon Wealth Management as a wealth director in Atlanta. She was previously with Bessemer Trust, a privately owned multifamily wealth manager, where she worked with high-net-worth clients.
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BNY Mellon: Scott Sandee photographed at the offices of BNY Mellon, Chicago, IL. June 27, 2016. Photo by Andrew Collings.
Andrew Collings/Andrew Collings/Andrew Collings Photography

Scott Sandee, BNY Mellon Wealth Management

Scott Sandee joined BNY Mellon Wealth Management as a senior wealth director in Chicago. He was previously employed as a private wealth adviser for BMO Private Bank and before that as a wealth strategist with Northern Trust.
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BNY Mellon: Joseph R. Schwall photographed at Andrew Collings Photography studio, Chicago, IL. July 15, 2016. Photo by Andrew Collings.
Andrew Collings/Andrew Collings/Andrew Collings Photography

Joseph Schwall, BNY Mellon Wealth Management

Joseph Schwall joined BNY Mellon's wealth management office in Chicago as senior private banker. He was previously with Northern Trust where he held several key positions over his 27 years there.
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Jeff East, Pinnacle Bank

Jeff East joined Pinnacle Bank as a financial consultant in Nashville, Tenn. He was previously a financial consultant with Regions Bank. (Pinnacle Bank uses Raymond James as its third-party broker-dealer.)
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Doug Jones, Pinnacle Bank

Doug Jones joined Pinnacle Bank as a financial consultant in Nashville, Tenn. He was previously a financial consultant with Regions Bank. (Pinnacle Bank uses Raymond James as its third-party broker-dealer.)
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Carl Murray

Rachele Bouchand, U.S. Bank

Rachele Bouchand joined the family office advisory for Ascent Private Capital Management, U.S. Bank's ultrahigh-net-worth wealth management unit, as a managing director in Seattle. She provides planning services, including risk management, customized reporting and information management coordination. Prior to joining Ascent, she was with Clark Nuber, a CPA and consulting firm based in Bellevue, Wash.
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Matthew DeMarco, U.S. Bank

Matthew DeMarco joined U.S. Bank's Private Client Reserve high-net-worth unit in New York as a wealth management adviser. Prior to the Reserve, DeMarco was a senior private banker with BNY Mellon Wealth Management. He was with BNY Mellon for more than 23 years, according to his LinkedIn profile.
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Fred Ortoli Photography/Fred Ortoli Photography

Robert Maglio, Webster Bank

Robert Maglio, a banker at Webster Private Bank, was promoted to senior portfolio manager. He has been with Webster since 2001, managing accounts for high-net-worth clients.

Prior to joining Webster, Maglio was a senior service specialist at The Hartford. He is based in Hartford, Conn.
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Derek Dudek

Madorie O'Hara, Webster Bank

Madorie O'Hara, a senior investment manager at Webster Private Bank, was promoted to senior portfolio manager. Prior to joining Webster in 2013, she spent eight years with Citi Private Bank as a senior portfolio manager within the Tailored Portfolio Group. O'Hara is based in Stamford, Conn.
Margarida Correia
Former associate editor, Employee Benefits Group, Bank Investment Consultant
Career moves BNY Raymond James Financial U.S. Bank
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