People Moves
Who’s Moving Where In Wealth Management? – JP Morgan Private Bank, Pinnacle Associates
The latest senior moves, appointments and changes in wealth management roles across North America.
JP Morgan
JP
Morgan Private Bank has appointed former UBS figure Jeff Woody as
head of its business in Nashville and the Tennessee market.
Reporting to Keith Fleming, head of South Atlantic for JP Morgan Private Bank, Woody will oversee an experienced team of bankers, investment specialists, trust and estate attorneys, wealth advisors, and client service professionals supporting high and ultra-high net worth clients throughout Tennessee.
Most recently, Woody served as market director and was responsible for leading client engagement in Middle Tennessee and Alabama at UBS.
“The business environment in Nashville is fertile with a strong trend of business startups and entrepreneurs choosing to make this vibrant city home to their business, employees and families,” he said.
JP Morgan has more than 25 retail bank branches, 430 employees and one million consumer and business customers throughout the state.
Pinnacle Associates
US-based investment advisory firm Pinnacle
Associates, which celebrates its 40th anniversary
this year, has appointed Amy Pastorino, CFP® as senior financial
planner.
Pastorino (pictured), who has 20 years of high-profile experience in the investment management industry, most recently served as advanced planning and development director at Morgan Stanley. She was also the financial planning director for the Midtown Market, where she was responsible for driving financial planning engagement for high net worth clients and families.
Prior to Morgan Stanley, Pastorino was a wealth management advisor for TIAA, where she led business development and relationship management for a financial planning practice. Her career also includes stints at Element Financial Group, Ernst & Young, and The Ayco Company, LP, the Goldman Sachs Family Office.
Pastorino has an MBA in business administration from Montclair State University and a BA in business management from Pace University. She is a Certified Financial Planner™ and holds Series 7, 63, and 65 licenses.
“Amy’s impressive background in the investment advisory industry makes her a valuable addition to the Pinnacle team ... and Amy’s extensive experience and proven leadership in this area will be instrumental in enhancing our services and expanding our reach,” Pinnacle president Scott Brown, said.
