People Moves

BNY Mellon Wealth Management Hires Duo

Robbie Lawther Reporter September 15, 2017

BNY Mellon Wealth Management Hires Duo

The new hires have been hired for the firm's Chicago and San Francisco operations, respectively.

BNY Mellon Wealth Management has made two managerial appointments across the US. It has appointed Lisa Mullaney as senior wealth director in the firm’s Chicago office and Thomas Fickinger as regional president of the firm's San Francisco operation.

Mullaney will report to Garrett Alton, managing director of business development, and will be responsible for business development in the Chicago region. She will also work closely with the client services team that manages the delivery of BNY Mellon WM's solution suite for high net worth families and individuals, the firm said in a statement.

She joins the team with two decades of experience in the financial services and wealth management sector. Before joining BNY Mellon, she was a vice president wealth advisor at Bessemer Trust and prior to that a managing director of portfolio management at JSQ Commercial.

“Lisa Mullaney has earned a stellar reputation for her work with high net worth families and individuals in the Chicago area,” said Alton. “She will be a great asset to our team, increasing the firm’s mind and market share and leveraging new connections backed by her many years of experience in the financial services industry and the private wealth space. We are delighted that she will help us continue to expand our Chicago-area business development efforts.”

Fickinger will report to Robert Kricena, president of US markets, Northwest. Fickinger will lead the wealth management business, including all aspects of the client experience, business and wealth director development, recruiting and business strategy.

He has over 30 years’ experience in financial service, and held senior leadership positions with Merrill Lynch both on the east and west coast.

“We are pleased to add such a seasoned wealth management leader to our San Francisco office", said Kricena. "Tom will be a great asset to our team, allowing us to continue to invest and thrive in this important growth market for the company, while working closely with entrepreneurs and corporate executives who seek our services,” he added.


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