People Moves
Who's Moving Where In Wealth Management? - RBC Wealth Management, BNY Mellon WM, Others
The latest moves in wealth management across North America.
RBC Wealth Management
RBC
Wealth Management has hired the Senderling Team, a financial
advisor team in Conshohocken, Pennsylvania.
The Senderling Team consists of Jim Senderling, senior vice president – financial advisor; John Robbie, first vice president – financial advisor; Theresa Marcinek, senior investment associate, and Brenda Torrisi, senior client associate.
Senderling joins with 27 years of industry experience, and Robbie with 25 years.
The team has $465 million in client assets and joins from Merrill Lynch.
BNY Mellon Wealth Management
BNY
Mellon Wealth Management has named Olivier Khalil as senior
wealth director in Philadelphia, Pennsylvania.
Khalil, who will report to Mid-Atlantic region managing director, Robert Bowman, will be responsible for developing business relationships in the entrepreneur and merger and acquisitions market.
Prior to joining BNY Mellon Wealth Management, Khalil was a director at Bainbridge Capital.
Inukshuk Capital Management
Canadian firm Inukshuk
Capital Management has appointed Lorrie Denysek as director
of client experience.
Denysek has over 25 years in the financial services and wealth management industry. Prior to joining Inukshuk Capital, she was vice president of strategic initiatives with RBC PH&N Investment Counsel.
Morgan Stanley
Morgan
Stanley Wealth Management has confirmed the departure of
Robert Perry, manager of the firm’s Beverly Hills, California
office.
But the firm declined to comment further on his departure, as Perry’s exit comes several months after a sexual harassment lawsuit was filed against one of the brokers at Perry’s Beverly Hills branch.
According to Reuters, in March, Lorena Alcantara filed a sexual harassment lawsuit in Los Angeles County against the firm and Michael Ladge, a director in Morgan Stanley’s sports and entertainment division.
Perry, as the complex manager, oversaw offices in Century City, Westwood and Santa Monica, in addition to Beverly Hills. Perry had worked for Morgan Stanley’s wealth management business since 1993, when he joined Citigroup’s global markets business, a firm Morgan Stanley acquired in 2009.
