Bank Advisors on the Move
February 25, 2014 5:18 PM
Bank Advisors on the Move
For bank advisors looking to advance their careers, theres no better news than a promotion or a new job offer. Heres a sampling of bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility.
Christopher Benson, BNY Mellon Wealth Management
Christopher Benson joined BNY Mellons wealth management team in Denver as a senior portfolio manager. He was previously a portfolio manager and senior investment consultant at Northern Trust.
Kelly Mullaney Dean, BNY Mellon Wealth Management
Kelly Mullaney Dean joined BNY Mellon Wealth Managements family office services group as a senior director for business development in Chicago. She was formerly with Northern Trust where she was responsible for new business development throughout the Southeastern U.S. and Texas as part of the firms Global Family and Private Investment Offices group.
Margaret OLeary, BNY Mellon Wealth Management
Margaret (Peggy) OLeary joined the family office services group of BNY Mellon Wealth Management as a senior director for business development in San Francisco. She is responsible for the West Coast. Before joining BNY Mellon, she was with Northern Trust, where she most recently served as a senior wealth strategist in the Global Family and Private Investment Offices group, directing new business development and account expansion throughout the Western U.S. She was with Northern Trust for 25 years.
Michael Puleio, BNY Mellon Wealth Management
Michael Puleio joined BNY Mellon Wealth Management as a senior director for business development in the firms Manhattan office. Prior to joining the firm, he was a financial advisor at MetLife where he worked with entrepreneurs and business owners to implement business risk management, wealth management and estate planning strategies.
H. Belin Robertson, BNY Mellon Wealth Management
H. Belin Robertson joined BNY Mellon Wealth Management as a senior director for business development in Philadelphia. He was previously with Merrill Lynch, where he was a financial advisor focused on serving high-net-worth clients. Before that, he led business development efforts for Neuberger Berman in several Western and Midwestern markets.
Thomas V. Smith, Jr., BNY Mellon Wealth Management
Thomas V. Smith, Jr. joined BNY Mellon Wealth Managements family office services group as a senior director for business development in Chicago. He was previously with Northern Trust, where he served for more than 20 years in several business development and management roles, including managing director of the Northeast family office practice and as a managing director in the firms Global Family and Private Investment Offices group.
Chad Hume, U.S. Bank
Chad Hume has joined U.S. Bank as trust managing director for the Private Client Reserve high-net-worth wealth management unit in Denver. Prior to joining the Reserve, he served as vice president, senior trust and fiduciary specialist with Wells Fargo Private Bank in Denver and as a trust officer with The Northern Trust Co. in Chicago.
Cindy Luckman, U.S. Bank
Cindy Luckman was promoted to senior vice president, managing director of U.S. Banks Private Client Reserve high-net-worth wealth management unit in Vancouver, Wash. In addition to overseeing the Vancouver office, she is responsible for growing the Reserve in that market. Luckman was previously a wealth management advisor and managing director in Cincinnati.
Margaret Paddock, U.S. Bank
Margaret Paddock was named Twin Cities market leader for U.S. Banks Private Client Reserve high-net-worth wealth management unit. She leads a team of wealth management professionals providing investment management, private banking, trust and estate services, and wealth planning to high-net-worth clients in the Twin Cities. Paddock previously served as the Reserves Milwaukee market leader.
Jeff Zipper, U.S. Bank
Jeff Zipper joined U.S. Banks Private Client Reserve high-net-worth wealth management unit as senior vice president, senior portfolio managing director in Palm Beach, Fla. Prior to joining the Reserve, Zipper was senior vice president, senior investment advisor with PNC Wealth Management. He has 25 years of experience in the financial services industry.
Anthony Lunger, Wilmington Trust
Anthony Lunger, a senior private client advisor with Wilmington Trust, was promoted to managing director for the firms Wealth Advisory business in the Delaware market, overseeing a team of wealth advisors across the state. He works closely with commercial banking officers and trust professionals to provide wealth management advice to high-net-worth individuals and families, entrepreneurs and executives. Lunger joined Wilmington Trust in 1999.
Hunter Wilson, Wilmington Trust
Hunter Wilson joined Wilmington Trust as a managing director and senior private client advisor for the firms Wealth Advisory division in North Palm Beach, Fla. He is primarily responsible for introducing affluent clients nationally to Wilmington Trusts family wealth services. Wilson was previously a senior partner at GenSpring Family Offices as well as chairman of GenSpring in Florida. He was with GenSpring for more than 18 years.
