The latest moves in wealth management across North America.

CIBC PWM
CIBC Private Wealth Management has appointed Kimberly Dwan Bernatz as managing director and head of the Newport Beach office. 

Andrew Lang will continue serving his existing clients as a senior relationship manager and will partner with Bernatz to continue expanding the firm’s presence in Southern California and Arizona.

Bernatz brings more than 20 years of experience in financial services to her role. Prior to joining the firm, Bernatz was a senior vice president and director of wealth management advisory services for First American Trust. Previously, Bernatz was a vice president and business development officer at Northern Trust.

BNY Mellon Wealth Management
BNY Mellon Wealth Management has named Dileep Surapaneni as senior wealth director, based in Menlo Park, CA. 

Surapaneni will report to regional president Thomas Fickinger and will be focused on BNY Mellon Wealth Management’s business development, concentrating on multi-jurisdiction individuals, founders and business transition strategies.

Prior to this role, Surapaneni was a vice president, private client advisor at US Trust. Before that, he was a regional sales manager in Merchant Services at Wells Fargo and has spent over 10 years in a variety of leadership roles within the consumer division of Bank of America.

Before entering the financial sector, he was an Aviation Boatswain’s Mate on the USS Peleliu.