Eliane Chavagnon
Reporter
3 August 2012
Daily News Analysis
“We intend to sustain that robust growth by adding two more positions in the coming months,” said regional president Michael DiMedio.
In her new role, Pully, who for the past eight years managed $700 million in assets as a senior portfolio manager at Northern Trust, works with clients on their wealth and investment planning strategies.
Meanwhile Schulze, a private banking specialist, serves high net worth clients, a role which also involves helping the firm expand its banking business throughout greater Chicago. Schulze is latterly of BMO Harris Bank in Barrington, IL, where she served for 18 years, most recently as vice president and senior private banker within the private client group.
Woolley also joins from Northern Trust, having worked there for the last 20 years, most recently as a managing director, leading the national advisory services group. At BNY Mellon, he works alongside DiMedio on sales and marketing efforts throughout the region.
Alison Carnwath resigned from her role on the board of Barclays, the UK-listed bank, citing personal reasons.
Carnwath was a non-executive director and head of the remuneration committee, as well as sitting on the nominations committee.
Dynasty Financial Partners, the US wealth management firm, took on industry veteran John Sullivan as senior vice president of RIA and transition services, based between Chicago, IL, and New York.
Sullivan is a veteran of Morgan Stanley Smith Barney/Citigroup, where he spent over 20 years in high net worth wealth management roles. Most recently, he was director of wealth planning centres - a national role geared toward helping financial advisors meet their clients' needs.
At Dynasty, he is responsible for supporting divisions focused on the transition of new advisor teams, as well as ongoing practice development with existing network firms.
