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Who's Moving Where In Wealth Management? – BNY Mellon WM, Participant Capital Advisors, Others
Editorial Staff
9 February 2022
Participant Burke reports to Gary Lutz, regional director, West Region private banking and Kalman reports to Bo Lee, wealth management, team leader.
, a real estate investment firm working with wealth managers, has appointed property market veteran Bernard Wasserman as president.
Prior to joining Participant, Wasserman was managing director, capital development at Virtus Real Estate Capital, where he was responsible for brokerage, family office and registered investment advisor relationships in the US, Latin America and Europe. Previously, he was director of investment product origination at Citigroup Global Markets and senior vice president, structured fund products at HSBC Securities (USA), among other roles.
The firm was founded in 2011. Affiliated with Royal Palm Companies, which has developed more than 50 large-scale, mixed-use projects for more than 40 years, Participant Capital provides wealth managers with access to preferred equity, project, and fund investment opportunities.
Titan Wealth
has added two figures to its Seattle office: Patrick Burke as senior private banker and Ben Kalman as senior wealth manager.
“Seattle is a prime growth market for adding new talent to our private banking franchise with thriving tech companies and a healthy housing market,” Lutz said. “Ben and Patrick bring impressive credentials to support our efforts to further grow and provide a full team of wealth management professionals to support the diverse needs of our Seattle and Puget Sound region clients as we work to deliver our active wealth framework.”
Burke will work with new and existing high net worth and ultra-HNW clients to develop and implement a strategic plan for managing credit and treasury management solutions.
With 20 years of financial services experience, Burke previously worked at Wells Fargo Private Bank, where he served as a senior private banker. Prior to that, he worked at KeyBank, US Bank and Wells Fargo Home Mortgage. Kalman, who has 15 years’ wealth management experience, was previously a vice president at Tiedemann Advisors. Prior to that, Kalman served in various capacities at Laird Norton Wealth Management, City of Seattle and Charles Schwab Investment Management.