Who's Moving Where In Wealth Management? – BNY Mellon Wealth Management, Synovus Bank, Others

Editorial Staff

26 May 2022

BNY Mellon Wealth Management
, based in Columbus, Georgia, has named Katherine Dunlevie as president and chief executive of The Family Office at Synovus.

Dunlevie has spent her entire financial services career with Synovus, joining the bank as a management associate in 2002. In 2004, she moved to The Family Office, previously known as Synovus Family Asset Management, and served as an advisor until she was named managing director in 2014.

In February this year, Synovus changed Dunlevie’s title to president and CEO.

Dunlevie is a Phi Beta Kappa and holds a bachelor’s degree and MBA from the University of North Carolina at Chapel Hill. Her certifications include Certified Financial Planner™, Certified Trust and Fiduciary Advisor, and Chartered Financial Consultant® (ChFC®).

Alongside Dunlevie’s recent title change, The Family Office at Synovus established a new executive leadership team and promoted several individuals. Michael Clark, senior vice president and chief operating officer, and Robert Persons, senior vice president and director of advisory services, joined Michael Sluder, senior vice president and chief investment officer, to form the leadership team.

Raymond James
has welcomed financial advisor Kevin Cooper to its employee advisor channel.

Cooper, who is based in Boca Raton, heads Cooper Family Office Consulting of Raymond James, which specializes in intergenerational wealth management. He is being joined by senior registered client service associate Jean Panarello. Cooper previously managed more than $464 million in client assets with Morgan Stanley and

Cooper, senior vice president, wealth management, has been in the financial services industry for nearly 30 years. He served as a financial advisor with several firms before spending 10 years at Merrill Lynch. In 2005, Cooper transitioned to UBS Financial and Morgan Stanley in 2013.