The latest wealth management moves in North America.
Nuveen has appointed Kelly Hagg in Denver to the newly-created role of senior managing director, head of Responsible Investing Strategy & Solutions.
In this role, Hagg will assume management of Nuveen’s responsible investing content strategy and data teams, and have responsibility for driving firm-wide coordination and alignment of resources in support of RI commercialization initiatives, the firm said in a statement this week.
He will be based in Denver and report into Amy O’Brien, global head of responsible investing at Nuveen. He will also lead the delivery of distinct, value-added capabilities that create stronger relationships with existing clients while attracting new ones, the firm added.
Hagg brings over 20 years’ of extensive experience with derivatives, alternative investment strategies, portfolio construction and product creation to Nuveen. He is joining from Janus Henderson Investors, where he served as global head of product strategy and ESG for distribution. At JHI, he was focused on creating new opportunities from the global product line, as well as optimizing and furthering the firm’s ESG presence. He previously served as an assistant general counsel in the legal department.
Responsible Investing, which is continuing to be a differentiated growth engine across Nuveen, is helping it to navigate the rapidly changing landscape and evolving client demand, the firm said. Over the past year, Nuveen’s Responsible Investing organization has grown significantly through new dedicated resources within legal, risk, and compliance, across investment teams.
BNY Mellon Wealth Management
BNY Mellon Wealth Management named William Eady as market president in Palm Beach, Florida.
Eady will oversee all aspects of the firm’s Wealth Management business in the greater Palm Beach area, including investment management, banking, lending, wealth planning, and fiduciary services for individuals, families, endowments and foundations. He reports to Kent Moegerle, regional president, Southeast.
Before taking up this role, Eady, who has more than 14 years of experience in the financial services industry, served as senior banker and executive director for JP Morgan’s Private Bank in Palm Beach. In addition to his work in Palm Beach, Eady has worked in varying capacities in the firm’s Los Angeles, Denver, and New York City offices.