This publication brings latest news on moves and appointments in the North America wealth management sector.

BNY Mellon Wealth Management has hired Mark Jamison to serve as senior wealth director in its Menlo Park office, northern California. The role is newly created and Jamison will serve the Bay Area wealth market. 

Jamison, who joined the firm last month, reports to regional president Robert Kricena.

Prior to joining BNY Mellon, Jamison was a principal with Bernstein Global Wealth Management where for 10 years he provided investment and wealth planning advice to individuals and families on a range of issues including trusts, estates, foundations, endowments and multigenerational wealth, and more. 

Jamison graduated from The Fisher School of Business at The Ohio State University. He is a board member and past president of the Peninsula Estate Planning Council, a board member of the Peninsula Humane Society and board member and vice chairman of the San Mateo County Historical Association.