The latest wealth management moves in senior roles across North America.

BNY Mellon Wealth Management
Bank of New York (BNY) Mellon Wealth Management has appointed two senior figures. 

The financial organization has appointed Kyle Manley as senior client strategist, based in Dallas, Texas. Manley, who is responsible for leading key business development initiatives across the region for business owners, family offices and tax-exempt organizations, will report directly to regional president Todd Carlton.

Sarah Williamson has been named senior wealth strategist in Denver, Colorado. Williamson will be responsible for providing expert advice to high net worth clients and prospects on key wealth planning areas, including estate planning, investment management, family law and trusts. She will report directly to regional president Eunice Kim.

The organization oversees $266 billion of assets under management. 

Broadridge
US-listed Broadridge Financial Solutions, which works with organizations including wealth managers, has appointed Chris Perry as president. He will be in post from March 2. 

Perry will succeed Broadridge’s chief executive Tim Gokey, who will remain as CEO and a director of the company. Perry currently leads Broadridge’s global sales, marketing and client solutions organization. He joined Broadridge in 2014 and has more than 25 years of experience in banking, brokerage and financial information services. 

Prior to joining Broadridge, Perry held numerous leadership positions at Thomson Reuters, and its predecessor, Thomson Financial.