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Who's Moving Where In Wealth Management? - BNY Mellon, Carson Wealth, Others
Editorial Staff
28 May 2021
BNY Wealth Management He has been in the industry for more than 30 years, and manages more than $50 million in assets.
BNY Mellon Wealth Management has appointed Camille Alexander as head of sales, investor solutions, a newly-created role. Alexander will report to Jamie Lewin, head of product strategy and performance management, and Helen Nugent, wealth management national director of sales and marketing.
Alexander most recently served as regional president of the Washington area and was succeeded by Karen Wawrzaszek. Alexander is responsible for achieving new business growth for BNY Mellon Investor Solutions and will partner with Christine Gill, wealth management head of strategy and institutional distribution, to identify new business opportunities across the BNY Mellon enterprise with asset management, asset servicing, Pershing and others.
Alexander joined BNY Mellon Wealth Management in 2013 as a senior client strategist and was promoted to lead the DC market as regional president in 2020. A Chartered Financial Analyst, she previously held senior positions at JP Morgan, Bank of America and USAA.
Carson Wealth
Wealth advisor Tom Chaney is rebranding his two offices, one in Las Cruces, New Mexico and one in El Paso, Texas, to Carson Wealth.
Chaney will maintain active majority ownership in his practice and share in the responsibility for all strategic business decisions and operations in the Las Cruces and El Paso offices.
Carson manages approximately $16 billion in assets and serves more than 37,000 families through its advisory network, including 26 Carson Wealth offices. The business was founded in 1983.
JP Morgan, The Invictus Collective
Former JP Morgan figures and brother-and-sister business partners Christian Habitz and Sarah Damsgaard this week have launched The Invictus Collective, working with Dynasty Financial Partners. They oversee more than $1 billion of assets under advisement.
The Invictus Collective is an independent registered investment advisor with offices in Milwaukee, Chicago and Miami. The firm will work exclusively with ultra-high net worth individuals and multigenerational families.
The group has selected Fidelity as its custodian and its technology partners include Addepar and eMoney.
Habitz, who co-founded The Invictus Collective with his sister, Sarah Damsgaard, has over 25 years of diverse financial markets and investing experience. Prior to his Invictus business, Habitz was a managing director for five years with JP Morgan. His experience also includes working with Credit Suisse’s private banking group and Morgan Stanley’s private client group.
With more than 15 years of investment experience, Damsgaard was previously an executive irector with JP Morgan and worked with the private banking group at Credit Suisse. Previous to Credit Suisse, she was a principal and shareholder at Reinhart Partners, where she was the head of the firm’s institutional business. Damsgaard began her career in finance at MFS Investment Management, educating financial advisors on offshore investments.