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

BNY Mellon Wealth Management
BNY Mellon Wealth Management has named Mandy Ho as senior director wealth manager. 

In this role, Ho will manage portfolios and provide strategic planning and advice for ultra-high net worth families and private foundations. 

Ho is based in Seattle and reports to Bo Lee, wealth management, team leader.

She is joining the firm from KeyBank, where she served as senior vice president, senior portfolio manager for nine years. Prior to this, Ho was a vice president, portfolio manager at US Trust, Bank of America Private Wealth Management for seven years.

Ho earned a bachelor of arts and a master of business administration from Wheeling Jesuit University. She also earned a master of science from The London School of Economics and Political Science. Mandy is a CFA® charterholder and a Certified Investment Management Analyst®.

Fiduciary Trust International
Fiduciary Trust International has appointed Julio A Lacayo and Emily Morris as wealth directors based in its Washington, DC office.

Lacayo joins from Truist, where he served as senior vice president and client advisor. Previously, he was a senior vice president and private client advisor for US Trust.

Morris, a Certified Financial Planner™, comes from Steigerwald, Gordon & Koch in Leesburg, Virginia, where she was a financial planner. She also served as communications officer at Evermay Wealth Management in Arlington, Virginia.

Fiduciary Trust International, a firm dating back to 1931, has a total of more than $98 billion of assets under management.

Mesirow
Mesirow, a US financial services firm, has appointed Patrick Leary as managing director to build its new structured debt business.

Leary, who holds the post of managing director in Mesirow Institutional Sales and Trading, has worked in the fixed income space for more than 20 years.

The firm said Leary is the first of planned strategic hires in the region that will span the firm’s capital markets, investment banking, wealth management and retirement advisory services business lines.

Leary joins senior Mesirow professionals in South Florida including Jeff Lew, senior managing director, institutional sales and trading and head of Mesirow’s Miami office.

Prior to this role, Leary worked at inspereX, formerly known as Incapital, where he was head of trading and, most recently, chief market strategist and senior trader. 

Leary is on the board of the South Florida Bond Traders Association. He earned a bachelor of science degree in finance and financial management services from St Cloud State University. He holds FINRA Series 7, 24, 55 and 63 licenses.