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Who's Moving Where In Wealth Management? - Bank of Montreal, Union Bank, Others
Editorial Staff
29 August 2018
Bank of Montreal HarbourVest Partners
Financial services group has named Bryan T McGrath as senior wealth director in Philadelphia, PA.
McGrath will report to Robert Bowman, MD - business development in the Mid-Atlantic Region..
Prior to joining the firm, McGrath was a wealth advisor and vice president at Key Private Bank for four years. Before that role, McGrath was wealth advisor at TD Wealth Management. McGrath has a bachelor of arts in economics with minors in finance and business administration from Ursinus College. He is a graduate of Bucknell and Northwestern Trust schools, is Series 7 and 66 certified, and holds a Certified Wealth Strategist (CWS) designation.
, a global private markets asset manager, has appointed James Athanasoulas as a managing director. Based in Boston, Athanasoulas will join managing director, Peter Lipson, to help lead the firm’s private credit investment program and team.
“The private credit asset class has grown significantly in recent years, becoming one of the most attractive areas of the private markets for institutional investors seeking yield,” said John Toomey, MD, HarbourVest.
Prior to joining HarbourVest, Athanasoulas was an MD at Bain Capital Credit, formerly known as Sankaty Advisors, where he originated, structured, and underwrote private debt and equity investments in the middle market. Prior to joining Bain Capital Credit, he was a manager with Bain and Company.