People Moves

Four Wealth Hires At BNY Mellon In Three States

Eliane Chavagnon Editor - Family Wealth Report 16 April 2015

Four Wealth Hires At BNY Mellon In Three States

BNY Mellon been on a wealth management hiring spree since mid-2013 and is dramatically building out its distribution and investment management teams.

BNY Mellon Wealth Management has recruited in Florida, Chicago, IL, and Pennsylvania, adding David Sivel, Scott Strochak, Natalie Oh and Alan Zinkin.

Sivel, a senior director of portfolio management in central Pennsylvania, will report to managing director Mark Haslam. He most recently spent seven years as managing director of wealth and institutional services at Wilmington Trust. Prior to that, he served for eight years as chief investment officer and president at SCM, a private wealth management firm in Philadelphia, PA.

Strochak, a senior wealth director in Palm Beach Gardens, FL, reports to managing director Luis Castellanos. Prior to joining BNY Mellon, he was a global wealth advisor at Morgan Stanley in Boca Raton, FL, and, earlier still, a wealth management advisor at Merrill Lynch.

Meanwhile, Oh has joined as a senior wealth director in Chicago, where she will report to regional president Michael DiMedio. She was formerly a principal at Taran Insurance and Advisory Services, which she established to serve the high net worth and affluent markets. Previously, she was vice president of sales at JMB Insurance and Financial Solutions.

Lastly, Zinkin has been added as a senior wealth director in Miami, reporting to Castellanos. He was latterly a regional vice president of business development within the private client group at Fisher Investments and before that was founder and president of Marathon Asset Management, a boutique investment advisory firm. 

Register for WealthBriefingAsia today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes