Who's Moving Where In Wealth Management? - BNY Mellon WM, Fiduciary Trust, Bernstein Private Wealth Management, Others

Editorial Staff

10 November 2017

BNY Mellon Wealth Management
, a division of WSFS Financial Corporation, has appointed Steven Kochie as senior vice president and director of WSFS Wealth Client Management.

In this role, Kochie will look to provide customized solutions tailored to the evolving needs of high net worth individuals. Kochie will also lead a business group that will utilise WSFS’s private banking offerings with the solutions offered through WSFS Bank and WSFS subsidiaries, including WSFS Wealth Investments, Cypress Capital Management, West Capital Management, Powdermill Financial Solutions and Christiana Trust.

Kochie joins WSFS from Wilmington Trust, where for more than a decade he led a team providing holistic financial solutions to high net worth individuals and to trust and commercial customers. He has more than 20 years in wealth and private banking experience.