The latest wealth management moves in North America.

BNY Mellon Wealth Management
BNY Mellon Wealth Management has appointed Eric Schwarz senior wealth director based in Cleveland, Ohio.

Schwarz will focus on business development, particularly with individuals, intergenerational wealth transfer, business owners and business transition strategies. He reports to Garrett Alton, managing director of business development in the central region, as well as Ron Ambrogio, president of Ohio.

Schwarz has more than 20 years of industry experience as a wealth manager, as well as his CFP designation. Previously, he was vice president and wealth management advisor at Fifth Third Private Bank. He also served as vice president, private client group at Bernstein Global Wealth Management.

Whitlock Wealth Management
Whitlock Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, has appointed ​Ben Hazekamp as client relations manager, the firm said in a statement.

Hazekamp will be located at 12848 Harbor Dr. Suite 101, Lake Ridge, Virginia.

At Whitlock Wealth Management, Hazekamp will be responsible for serving clients within the region.

Chubb
US insurance firm Chubb has appointed John Alfieri as executive vice president of North America major accounts, Peter Tucker as regional executive officer and Amy Feller as regional chief operating officer. They are all based in New York, the firm said in a statement.

Alfieri was regional executive officer for the New York region.  In his new role, Alfieri will develop and implement strategies to deliver the firm’s risk management solutions to domestic and multinational companies, and will oversee the broader North America field operations team. He will also oversee Chubb’s network of client executives, and will report to Matthew Merna, chief operating officer for North America major accounts. 

Tucker will take on the regional executive officer role for Chubb’s New York region, focusing efforts on distribution management for the region, along with executing sales strategies for the North American business unit. He will report to Jerry Butler, division president of North America insurance. Prior to this role, Tucker served as the firm’s regional chief operating officer for the New York region. 

Amy Feller will report to Tucker as the new regional chief operating officer in New York and will also assume responsibility of the New York City branch. She will work with Tucker in managing the overall strategy around underwriting, distribution and sales in the New York region. Feller has more than 25 years of insurance industry experience, having started at Chubb as a personal lines underwriter. 

Gryphon Advisors
Gryphon Investors, a San Francisco-based private equity firm, has appointed Wes W Lucas as a partner, with responsibilities including co-leadership of the firm’s industrial growth group.

Lucas has more than 30 years of experience in both the C-suites of global Fortune 500 corporations and private companies. Prior to joining Gryphon, he served as chief executive and board member of SIRVA, the worldwide relocation and moving company. Prior to this, Lucas served as chairman, CEO and president of Sun Chemical, the producer of printing inks and pigments.

Gryphon Investors has managed over $2.6 billion of equity investments and capital since 1997. It closed its fourth private equity buyout fund, Gryphon IV, in November 2016 at $1.1 billion, and raised a $100 million captive mezzanine fund, Gryphon Mezzanine Partners, LP, in August.