The latest moves in wealth management across North America.

Bank of Montreal
Financial services group Bank of Montreal has appointed Craig Broderick to its board of directors.

Broderick is the former chief risk officer of the Goldman Sachs Group. He retired from Goldman Sachs in January, 2018 after 32 years.

He was a member of Goldman's management committee and chair or co-chair of Goldman's most senior risk committees. At the time of his retirement, Broderick was the longest serving chief risk officer on Wall Street among the major institutions.

Union Bank
Union Bank has appointed Robert Chamberlin III as a vice president and wealth management consultant of its wealth markets team.

Chamberlin is based in the company's Irvine office and reports to Jason Liu, head of wealth planning and director of sales development and training for wealth markets.

He will focus on coaching and training a group of private wealth advisors, private bankers and financial advisors to meet the needs of the most affluent clientele in Orange County, California.

Prior to this new role, he was most recently a vice president and team lead/investment product specialist at JP Morgan Chase. Chamberlin has more than 20 years’ experience in financial services and wealth management. 

BNY Mellon
BNY Mellon Wealth Management has named Bryan T McGrath as senior wealth director in Philadelphia, PA.

McGrath will report to Robert Bowman, MD - business development in the Mid-Atlantic Region..

Prior to joining the firm, McGrath was a wealth advisor and vice president at Key Private Bank for four years. Before that role, McGrath was wealth advisor at TD Wealth Management. McGrath has a bachelor of arts in economics  with minors in finance and business administration from Ursinus College. He is a graduate of Bucknell and Northwestern Trust schools, is Series 7 and 66 certified, and holds a Certified Wealth Strategist (CWS) designation.

HarbourVest Partners
HarbourVest Partners, a global private markets asset manager, has appointed James Athanasoulas as a managing director. Based in Boston, Athanasoulas will join managing director, Peter Lipson, to help lead the firm’s private credit investment program and team.

“The private credit asset class has grown significantly in recent years, becoming one of the most attractive areas of the private markets for institutional investors seeking yield,” said John Toomey, MD, HarbourVest.

Prior to joining HarbourVest, Athanasoulas was an MD at Bain Capital Credit, formerly known as Sankaty Advisors, where he originated, structured, and underwrote private debt and equity investments in the middle market. Prior to joining Bain Capital Credit, he was a manager with Bain and Company.