The latest senior moves, appointments and personnel changes in the North American wealth management industry.

State Street
State Street, the US financial services group, has elected Patricia Halliday, a senior figure in the sector, to join its board of directors. 

Halliday has more than three decades of financial services experience across a range of organizations covering investment, corporate and retail banking, and across markets in the UK, Europe and the US. She has served in various leadership roles, including as chief risk officer at Santander in the UK and GE Capital International.

At Santander, she led the enterprise risk organization, working across the businesses to examine risk profiles and both establish and instill informed risk appetites. While at GE Capital, Halliday oversaw an organization of more than 1,000 employees and was responsible for implementating an enhanced enterprise-wide risk framework, and reporting on governance standards. Prior to these jobs, she served in senior credit risk roles at Deutsche Bank and Barclays Capital.

RBC Wealth Management
RBC Wealth Management in the US has welcomed Julie-Anne Lewis to its Tysons, Virginia branch, joining the firm with more than $330 million in assets under management.

Lewis, who was previously registered with Kestra Private Wealth Services, directs Middleburg Wealth Management at RBC Wealth Management. She is bringing her team of senior client associates Kathleen Garrison and Yvonne Gough.