Who's Moving Where In Wealth Management? - PCR, First Choice Bancorp, Others

Editorial Staff

27 September 2018

PCR
Private Client Resources, which provides data and information to ultra-high net worth families, private banks and investment houses, has appointed Michael Hendy as its sales head. Hendy reports to Robert Miller, PCR's chief executive. The role is an expanded one, a spokesperson for the firm told this publication when asked about the matter.

Previously, Hendy was vice president of sales at SimCorp Coric, building that firm's client investment reporting platforms in North America from a start-up phase. That role saw him work with partners such as Fidelity, Northern Trust and Toronto Dominion. Before this, he was VP of regional business development for Financial Architects, a business bought by Wolters Kluwer.

Among recent developments, Private Client Resources partnered with FundCount to offer a managed data solution within the FundCount platform. FundCount offers accounting, investment analysis and reporting software for a range of customers.

“Michael Hendy has taken this expanded role at Private Client Resources as a result of the company’s increased focus on delivery of our enterprise data aggregation and management solutions to the increasing ranks of global banks, trust companies and RIAs, that are focused on reshaping the wealth management landscape," Miller said.

First Choice Bancorp
First Choice Bancorp, the holding company for First Choice Bank, has appointed Sunny Han-Jeon as senior vice president and regional manager, and Alineh Mouradian as vice president and relationship manager for the Greater Los Angeles region.

Han-Jeon will report to chief banking officer, Nicole Swain.

Han-Jeon and Mouradian have 28 and 30 years of banking experience, respectively. They specialize in working with commercial customers, healthcare firms, law firms, nonprofit organizations, and real estate investors; providing specialty deposits for escrow and property management companies; financing aircrafts; and providing private banking for high net worth individuals and families.

Mountain America Credit Union
Mountain America Credit Union has appointed Monica Henson as a wealth management sales manager at LPL Financial, the parent group of Mountain America Credit Union.

Henson will be serving members and staff in Central Utah, Southern Utah, and Nevada.

She has worked in the financial industry for 27 years. Prior to joining Mountain America, she served as vice president, associate regional brokerage manager for Wells Fargo Advisors.