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

Editorial Staff

11 September 2018

BNY Mellon IM
has hired financial advisors Thomas O’Neill, Jessica O’Neill, and Thomas O’Neill Jr to Raymond James & Associates (RJA), the firm’s employee broker/dealer, in Mount Laurel, New Jersey.

Previously a sole practitioner, Tom O’Neill formed O’Neill Wealth Management five years ago with his two children, Jessica O’Neill and Tom O’Neill Jr.

The team, including senior registered client relationship associate Danielle Takacs, joined Raymond James from Morgan Stanley, where the advisors managed approximately $203 million in client assets. Together they serve a variety of clients, with a focus on business owners, physicians and high-net worth families.

Tom O’Neill has more than 35 years of financial services industry experience, having worked at firms including Merrill Lynch, AG Edwards, UBS and Morgan Stanley.

Jessica O’Neill is a certified financial planner and began her financial services career in 2014 with Morgan Stanley. Tom O’Neill Jr. began his career as a financial advisor at Morgan Stanley in 2016. He is pursuing his MBA at La Salle University and is now with Raymond James in the firm’s advisor mastery program.

JP Morgan Asset Management
, an investment and advisory firm overseeing about $9.3 billion of clinet money, has recruited a four-person team to its office in Oakbrook Terrace, Illinois.

Tom E Kukulski, CFP®, joins as senior vice president and senior wealth advisor; Terrence M. LaBant, JD, is joining as senior vice president and director of wealth strategy; Mohini M. McCormick, CFP®, joins as vice president and wealth advisor; and Mark L. Sagen, CFA, is joining the firm as wealth advisor.

The team was most recently at Calamos Wealth Management, where they all served in senior roles.

In addition to its downtown Chicago headquarters, RMB has wealth management teams in Lake Forest, Ill .and Milwaukee, with a St Joseph, Mich., office opening in October.

Besides its Chicago HQ, the firm has offices in Denver; Jackson Hole, Wyo.; Lake Forest, Ill.; Milwaukee; Minneapolis; New York; Oakbrook Terrace, Ill.; and Washington DC.