Bank Advisors on the Move
July 16, 2014 2:05 PM
Bank Advisors on the Move
For bank advisors looking to advance their careers, there’s no better news than a promotion or a new job offer. Here are 16 bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility. Of the 15 who switched to new banks, two were from a wirehouse.
Russell Kelley, BNY Mellon Wealth Management
Russell Kelley joined BNY Mellon Wealth Management as a wealth director for business development in Palm Beach Gardens, Fla. He was previously president and managing director with Royal Investment Advisors, an Illinois-registered advisory that he founded to serve high-net-worth clients.
Pamela Lucina, BNY Mellon Wealth Management
Pamela Lucina joined BNY Mellon Wealth Management as managing director and team leader for the firm's wealth strategist group. She is based in Chicago and oversees a team of eight wealth strategists across the U.S. Prior to joining BNY Mellon, Lucina was with JP Morgan where she was a managing director responsible for providing wealth and estate planning to JP Morgan's largest clients.
Clare McCoy, BNY Mellon Wealth Management
Clare McCoy joined BNY Mellon's wealth management team in Madison, N.J., as a wealth director for business development. She was previously with PNC Bank in Monmouth County, N.J., where she was a vice president and client advisor.
Jay Peaslee, BNY Mellon Wealth Management
Jay Peaslee joined BNY Mellon Wealth Management as a senior wealth director for business development in Denver. Peaslee was previously a wealth management advisor with the Private Client Reserve, the high-net-worth wealth management unit of U.S. Bank.
Don Quattrucci, BNY Mellon Wealth Management
Don Quattrucci, a managing director of business development at BNY Mellon Wealth Management, was promoted to a new role as executive director for business development. Quattrucci rejoined the firm in September from U.S. Trust to spearhead the expansion of the sales force. In his new role, he will drive the firm's overall sales strategy while continuing to lead the firm's hiring and growth initiative. In addition, he will oversee the firm's managing directors of business development and its wealth directors across all the regional markets. Quattrucci is based in Boston.
Avery Macon Tucker, BNY Mellon Wealth Management
Avery Macon Tucker joined BNY Mellon Wealth Management as a senior wealth director for business development in Atlanta. She was previously a senior vice president responsible for managing business banking relationships at Wells Fargo in Mobile, Ala.
Robert Ward, BNY Mellon Wealth Management
Robert Ward joined BNY Mellon's wealth management team as a wealth director for business development in Fort Lauderdale, Fla. He was previously a private banker and vice president with Morgan Stanley Private Bank.
David Campanella, U.S. Bank
David Campanella joined U.S. Bank in Cleveland as a market leader for the Private Client Reserve high-net-worth wealth management unit. He will lead the business in Cleveland and Columbus, Ohio. Campanella was previously with USAA Wealth Management in Atlanta, where he oversaw a team of advisors serving high-net-worth clients.
Ken Carraro, U.S. Bank
Ken Carraro joined U.S. Bank as a vice president, wealth management advisor for the Private Client Reserve high-net-worth unit in Portland, Ore. He was previously an international banker for U.S. Bank.
Amy Foo, U.S. Bank
Amy Foo joined U.S. Bank's Private Client Reserve high-net-worth unit in Los Angeles as a wealth management advisor. Foo previously served as a consulting group analyst with Morgan Stanley.
Joseph Haas, U.S. Bank
Joseph Haas joined U.S. Bank as a wealth management consultant for the Private Client Reserve high-net-worth unit in Milwaukee. Prior to the Reserve, Haas was corporate vice president and officer for PS-Companies, where he drove sales growth and marketing strategies.
Jean Lewis, U.S. Bank
Jean Lewis joined U.S. Bank's Private Client Reserve high-net-worth unit as a wealth management advisor in Seattle. Lewis previously served as a vice president, senior relationship manager for KeyBank, where she created and implemented strategies to help clients reach their financial goals.
Mike Quimby, U.S. Bank
Mike Quimby joined U.S. Bancorp Investments, the brokerage arm of U.S. Bank, as central region manager in the unit's Community Markets Division. He leads a team of more than 30 financial advisors and helps drive growth across New Mexico, Colorado, Utah, Southern Wyoming, Kansas and Missouri. Prior U.S. Bancorp Investments, Quimby was with Wells Fargo Advisors, where he most recently served as a regional brokerage manager in Charlotte, N.C.
Erik Zipp, U.S. Bank
Erik Zipp joined U.S. Bank as a wealth management advisor for the bank's Private Client Reserve high-net-worth unit in Milwaukee. Prior to the Reserve, Zipp was a financial consultant with Thrivent Financial.
Robert Maglio, Webster Private Bank
Robert Maglio joined Webster Private Bank as a senior portfolio manager in Hartford, Conn. He rejoined Webster from People's United Bank, where he was a senior portfolio manager in the wealth management unit.
Edward Wilson, Webster Private Bank
Edward Wilson joined Webster Private Bank as a senior portfolio manager in Stamford, Conn. He was previously with Wells Fargo Bank, where he served as senior vice president of investments.
