People Moves
Who's Moving Where In Wealth Management? - BNY Mellon Wealth Management
The latest senior moves in and around North American wealth management.
BNY Mellon Wealth Management
BNY
Mellon Wealth Management has named Joe Swiderski as senior
director, wealth manager. In this role, he will be responsible
for managing portfolios and providing strategic planning and
advice for ultra-high net worth families and private
foundations.
Swiderski, who is based in Cleveland, reports to Ron Ulle, senior director, portfolio management.
Before this role, Swiderski was at Huntington National Bank, most recently as senior portfolio manager and previously as senior client advisor. Prior to joining Huntington National Bank, he was a private banker at Key Private Bank and a financial analyst at McDonald Financial Group, a division of Key Bank. He earned a bachelor of science in economics and a master of business administration from the University of Louisville. He is a CFA® charterholder and a CFP® professional; he is also a member of the CFA Society of Cleveland and the Estate Planning Council of Cleveland.
