Who's Moving Where In Wealth Management? PIMCO, Silicon Valley Bank, Others

Editorial Staff

31 August 2020

PIMCO
, the registered investment advisor of Nasdaq-listed People's United Bank, has appointed two senior executives. Anne Donahue, senior vice president, New York regional wealth leader, and David Murphy, SVP, Massachusetts regional wealth leader. They each bring more than 30 years' experience.

Murphy previously served as executive managing director, head of wealth advisory, for Boston Private Wealth. Prior to that, he spent 17 years at TD Bank Wealth as SVP, New England & Metro New York regional manager. A former military officer, Murphy served in Afghanistan from 2009 to 2010, and at US Special Operations Command in 2011 leading the Counter Threat Finance effort. He retired as a Colonel in 2012. Murphy received a BS in business administration from Norwich University, an MBA from the University of Connecticut, and a masters of strategic studies from the US Army War College. He holds FINRA Series 7 and 66 licenses.

Donahue previously served as SVP, market leader, private wealth management at US Bank. During her decade of tenure, she launched the PW office in New York City. Before that, she was a managing director at The Bank of New York Mellon Corporation. She also held senior positions at Citibank and JP Morgan. Donahue earned her MBA from The Stern School of Business at New York University and her undergraduate degree from Providence College. Anne is a CFP® and holds her FINRA Series 7, 63 and 66 licenses.