People Moves
Who's Moving Where In Wealth Management? – BNY Mellon, Raymond James
The latest senior appointments, moves, and personnel changes in the North American wealth management sector.
BNY Mellon
BNY Mellon has
appointed Kevin Weeks (pictured) as global head of sales and
relationship management for its corporate trust business.
Prior to this, Weeks worked at US Bank where he was head of sales for global corporate trust and custody. Before that, Weeks served as head of issuer services and global head of sales for institutional cash and securities services for Deutsche Bank.
Weeks will be based in New York City, reporting to Cécile Nagel, global head of corporate trust.
Raymond James
The financial institutions' arm of Raymond James has brought in a
five-advisor team, along with four other figures, to Pinnacle
Asset Management, located at Pinnacle Financial Partners, a
current FID-affiliated branch.
Through this new alignment, the team – called the Horizon Group – will offer clients financial planning and wealth management services through Raymond James Financial Services.
Operating as part of Pinnacle's new Ponte Vedra, Florida office, The Horizon Group arrives from Truist, where they managed about $947 million in client assets.
The team’s advisors include Christopher Sivley, Matt Turner, Melissa Churchwell, Jamie Rowell, and Wesley Thomas. They are joined by client services manager Amber Bennett and client relationship consultants Brad Melvin, Nick Gillespie and Marlo Thomas-Bailey.
