Bank Advisors on the Move
April 24, 2014 11:30 AM
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.
Thomas Cademartori, BNY Mellon Wealth Management
Thomas Cademartori joined BNY Mellon Wealth Management as a director for business development in Dallas. He previously served as vice president at JP Morgan Asset Management, vice president at Alliance Bernstein and chief investment officer at Placemark Investments.
Clay Harris, BNY Mellon Wealth Management
Clay Harris joined BNY Mellons wealth management team in Washington, D.C., as a senior director for business development. He was previously a senior relationship manager and wealth advisor at PNC Wealth Management where he led teams providing financial services to high-net-worth clients.
Matthew Obert, BNY Mellon Wealth Management
Matthew Obert joined BNY Mellons wealth management team in Denver as a director for business development. Prior to joining BNY Mellon, Obert was with Schwab Private Client Investment Advisory where he was a portfolio consultant responsible for client acquisition, retention, asset allocation, and relationship management.
Michael Quinlan, BNY Mellon Wealth Management
Michael Quinlan joined BNY Mellon Wealth Management as a senior director for business development in Atlanta. He was previously a principal with Henssler Financial in Kennesaw, Ga., where he directed business development, marketing and sales strategy.
Lee Woolley, BNY Mellon Wealth Management
Lee Woolley, the former managing director for strategic alliances at BNY Mellon Wealth Management, was named president of the firms Mid-Atlantic region. He now oversees markets in Philadelphia and Eastern Pennsylvania, Delaware, Maryland and the Washington metro area. Prior to joining BNY Mellon in 2012, Woolley served with Northern Trust for more than 20 years in a number of leadership roles.
Boris Espinoza, Citi Private Bank
Boris Espinoza joined Citi Private Bank as a director and ultra-high-net-worth private banker in Miami. Espinoza was previously with JP Morgan, where he was a director and private banker. Prior to that, he spent 12 years at ABN AMRO working in Sao Paulo, Buenos Aires, Miami and New York.
Allen Andes, Northstar Bank Colorado
Allen Andes joined Northstar Investment Professionals, the investment services arm of Northstar Bank Colorado, as a financial advisor in Centennial, Colo. He was previously a senior financial advisor at VALIC, where he managed 401(k) and 403(b) savings plans for companies and schools in the Denver metro area.
Paul Craft, Regions Bank
Paul Craft was named West Tennessee area wealth executive for Regions Banks Private Wealth Management group. He oversees a team of 29 private wealth management professionals serving clients in Memphis, Jackson, Dyersburg, Paris and surrounding areas throughout West Tennessee. Prior to joining Regions in 2013, where he most recently served as a sales manager for the West Tennessee Private Wealth Management group, Craft spent 12 years at First Tennessee as a private bank relationship manager.
Craig Kennington, Regions Bank
Craig Kennington joined Regions Bank as Texas area wealth executive for Regions Private Wealth Management, the banks high-net-worth business. Kennington oversees a team of private wealth management professionals serving clients throughout Texas from offices in Dallas, Fort Worth, Houston and Austin. Prior to joining Regions, Kennington served as vice president and client relationship manager at JP Morgan Private Bank for five years. He is based in Dallas.
Sara Dorosti, U.S. Bank
Sara Dorosti joined U.S. Bank as a trust relationship manager for the Private Client Reserve high-net-worth unit in San Francisco. Prior to joining the Reserve, she was an associate attorney with Pillsbury Winthrop Shaw and Pittman in Palo Alto, Calif.
Danielle Fischer, U.S. Bank
Danielle Fischer joined U.S. Banks Private Client Reserve high-net-worth unit as a trust relationship manager in Portland, Ore. Prior to the Reserve, Fischer served a vice president and trust administrator with Neuberger Berman Trust Co. in New York and as an associate attorney with Kevin Matz & Associates in White Plains, N.Y.
Alex Kramer, U.S. Bank
Alex Kramer was promoted to Milwaukee market leader for U.S. Banks Private Client Reserve high-net-worth unit. In his new role, Kramer oversees a team of 53 wealth management professionals providing investment management, private banking, trust and estate services, and wealth planning to high-net-worth clients in Milwaukee. He previously served as wealth management advisor, managing director in the Milwaukee market. Prior to joining the Reserve in August 2013, he was a sales manager for Johnson Bank Wealth Management, where he led sales strategies and teams throughout Wisconsin and Arizona.
Stephen Sherline, U.S. Bank
Stephen Sherline joined U.S. Bank as Los Angeles market leader for the banks Private Client Reserve high-net-worth unit. He leads a team of wealth management professionals in Los Angeles, Santa Barbara and Newport Beach, Calif., serving high-net-worth individuals and institutions. Prior to joining the Reserve, Sherline was senior vice president and regional managing director with Union Bank in Los Angeles.
Eamonn Bransfield, Webster Private Bank
Eamonn Bransfield was promoted to vice president, portfolio manager, of Webster Private Bank. Bransfield joined Webster Private Bank in 2010 as a member of the investment management team where he managed portfolios for high-net-worth clients, oversaw compliance-related issues, calculated portfolio performance and researched potential investment vehicles.
Peter Russell, Webster Private Bank
Peter Russell joined Webster Private Bank as senior vice president, director of Private Bank Lending. He leads a team of private bank lending professionals in identifying and meeting the credit needs of the banks high-net-worth clientele. Prior to Webster, Russell was with Bankwell Financial Group in New Canaan, Conn., where he served as chief credit officer.
