People Moves

Who's Moving Where In Wealth Management? - BNY Mellon Wealth Management, Wells Fargo

Editorial Staff October 24, 2017

Who's Moving Where In Wealth Management? - BNY Mellon Wealth Management, Wells Fargo

The latest moves in the wealth management sector across North America.

BNY Mellon Wealth Management
BNY Mellon Wealth Management has appointed Sean Rourke as senior wealth director in Los Angeles, California, the firm said in a statement.

Rourke will report to Christopher Mone, president of the greater Los Angeles region.

Prior to joining BNY Mellon Wealth Management, Rourke was a senior private client advisor with City National Bank for more than eleven years.

Wells Fargo Asset Management
Wells Fargo Asset Management has appointed Dan Morris as global head of portfolio solutions within the multi-asset solutions team, the firm said in a statement.

Morris will report to Nicolaas Marais, president of WFAM and head of multi-asset solutions, and will focus on designing solutions for clients that seek retirement income strategies, wealth preservation, and downside risk protection. Based in London, Morris comes to Wells Fargo from Schroders, where he was head of US portfolio solutions.

Also joining the team are Martijn De Vree and Frank Cooke, who will report to Morris. De Vree joins from Insight Investment, where he was a senior solutions expert, and Cooke joins from Mercer in Hong Kong, where he served as a senior investment consultant. In July, Jonathon Hobbs joined the firm from BlackRock as head of US portfolio solutions and also reports to Morris. De Vree and Cooke will be based in London, and Hobbs is based in San Francisco.

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