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Who's Moving Where In Wealth Management? – BNY Mellon Wealth Management, Fiduciary Trust Company, Others
Amanda Cheesley
28 August 2024
BNY Mellon Wealth Management Bryant will work with Fiduciary’s investment officers to assist clients with estate planning, wealth transfer and charitable giving strategies, as well as on Fiduciary’s estate settlement and family trust administration matters. She will report to Suma V Nair, chief fiduciary officer. Prior to joining Fiduciary, Bryant was a partner in the private client group at Nutter McClennen & Fish, where she began her legal career. She is active in the professional community, serves on the MCLE’s Estate Planning Curriculum Advisory Committee, and is a co-chair of the Estate Planning Committee of the Boston Bar Association’s Trusts and Estates Section. She is also a former chairperson for the Boston chapter of the International Association of Advisors in Philanthropy, and an incoming chairperson for Wondermore, a literacy-focused nonprofit that serves underserved schoolchildren in the Boston area. Collins will serve as a key client relationship manager, providing customized wealth management services to her clients and leveraging Fiduciary’s teams of experts. She will also join the Advisory Board at Fiduciary Trust Charitable, an independent donor-advised fund sponsor for which Fiduciary provides administrative services and is an investment manager. She previously advised high net worth clients as a director and philanthropic strategist in the Private Donor Group at Fidelity Charitable. Among other roles, Collins is a member of the advisory committee for the Work Force Program at the Cambridge Housing Authority and a member of the Board of Advisors at Community Servings. Currently, she also serves as a member of The Philanthropy Connection and on the Gift Planning Council for the Boston Public Library Fund. Fiduciary Trust International
has appointed Aimee Bryant (pictured) as vice president and trust counsel, and Katie Collins as VP and investment officer.
has appointed Julie Karnavas as regional managing director for the Pennsylvania market. She was previously director of portfolio and relationship management.
In her new role Karnavas will continue to work with clients as a senior portfolio manager actively involved with the investment team. Karnavas takes over as regional managing director from George McFarland, who will remain a senior portfolio manager and a member of the local management team in Radnor, the firm said.
Fiduciary Trust International expanded into the Pennsylvania region after completing its acquisition of Radnor-based wealth management firm Pennsylvania Trust Company in May 2020.