Bank Advisors on the Move
Published July 8, 2015 4:10 PM
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Updated July 8, 2016 8:57 PM
1 Min Read
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. Here are 14 bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility.
July 9, 2015
July 9, 2015
Scott Hoene, Associated Bank
Scott Hoene, an assistant vice president with Associated Bank's Private Client & Institutional Trust Services in Milwaukee, was promoted to vice president, retirement plan services relationship manager. In his new role, he manages qualified retirement plans for corporate and non-profit clients.
Jesse Nelson, Associated Bank
Jesse Nelson joined Associated Bank's Private Client Services division in Neenah, Wis., as vice president, personal trust relationship manager. He is responsible for investment and retirement planning. Nelson was previously with Schenck Investment Solutions, where he served as investment manager for more than nine years.
Keith Peters, Associated Bank
Keith Peters joined the Private Client Services division of Associated Bank as vice president, personal trust relationship manager in Neenah, Wis. He is responsible for providing financial planning services to prospects and clients. Prior to joining Associated, Peters was a private wealth manager with Paul Hoffman and Co.
Jeremy Kovacs, BNY Mellon Wealth Management
Jeremy Kovacs, a portfolio manager for BNY Mellon Wealth Management, was promoted to senior portfolio manager in the San Diego office. Before joined BNY Mellon in 2007, Kovacs was an investment management specialist with Wells Fargo.
Elaine Leach, BNY Mellon Wealth Management
Elaine Leach joined BNY Mellon Wealth Management as a wealth director in San Diego. She was previously the business development manager of TAG Family CFO Services, where she provided family accounting and personal finance services for high-net-worth clients.
Ryan Mitchell, BNY Mellon Wealth Management
Ryan Mitchell joined BNY Mellon's wealth management office in San Diego as an associate portfolio manager. He was previously an alternative investment consultant with the Private Client Group of Altegris Investments.
Lillian Peters, BNY Mellon Wealth Management
Lillian Peters joined BNY Mellon Wealth Management as a senior wealth director in Miami. She was previously a regional director at SunTrust, where she was responsible for the South and Southwestern Florida wealth teams.
David Walker, BNY Mellon Wealth Management
David Walker joined BNY Mellon Wealth Management's Boston office as a wealth director for business development. He was previously an executive director and portfolio manager with Van Kampen Investments/Morgan Stanley, where he managed several growth strategies and helped raise over a billion dollars in new assets.
Paul Lee, Northern Trust
Paul Lee joined Northern Trust's wealth advisory services group in Manhattan as a senior vice president and senior regional wealth advisor. He works directly with high-net-worth clients in the Greater New York area. Lee was previously the national managing director of AB Bernstein's Wealth Management Group and Global Family Office Group.
Andy Fent, U.S. Bank
Andy Fent joined U.S. Bank's Private Client Reserve high-net-worth unit as a wealth management advisor in Kansas City. Mo. Prior to joining the Reserve, he held positions of increasing responsibility at Commerce Trust Co.
Jenna Guenther, U.S. Bank
Jenna Guenther, a director of wealth planning with Ascent Private Capital Management, the ultrahigh-net-worth wealth management unit of U.S. Bank, was promoted to managing director of wealth strategy in Denver. In her new role, Guenther helps clients who want to make a positive impact with their wealth through succession, philanthropic and governance planning, trust administration, family education and preparation of heirs.
Jim Kirk, U.S. Bank
Jim Kirk joined U.S. Bank's Private Client Reserve high-net-worth unit as a wealth management advisor in St. Paul, Minn. Prior to joining the Reserve, Kirk was senior manager of wealth consulting services for Ameriprise Financial.
Julie Barron, Wilmington Trust
Julie Barron joined Wilmington Trust as a senior private banker in the firm's wealth advisory office in Boston. As a senior private banker, Barron serves the financial needs of high-net-worth individuals, families and business owners throughout New England. Prior to joining Wilmington Trust, Barron held senior positions at Fiduciary Trust and J.P. Morgan Private Bank.
Salma Haikal, Wilmington Trust
Salma Haikal joined Wilmington Trust as a senior private client advisor in the firm's Boston wealth advisory office. She provides wealth management advice to high-net-worth individuals and families, entrepreneurs and business owners, as well as foundations and endowments throughout the Boston area. Prior to joining Wilmington Trust, Haikal was senior vice president with U.S. Trust Private Wealth Management.
