People Moves
Who's Moving Where In Wealth Management? – BNY Mellon Wealth Management, State Street
The latest senior wealth management moves and appointments in North America.
BNY Mellon Wealth Management
BNY
Mellon Wealth Management has named Justin Williams as senior
client strategist, having previously worked at Wells Fargo.
Williams works with ultra-high net worth families, business corporate executives, private equity and hedge fund principals and their family offices, as well as foundations and endowments on their comprehensive wealth needs. He is based in Seattle and reports to Bo Lee, market president, Pacific Northwest.
At Wells Fargo, Williams served as a wealth advisor, senior vice president. Prior to that, he served in various senior leadership roles at Key Private Bank, including senior relationship manager, senior vice president. Justin also worked as a financial relationship manager at Bank of America. He is a Certified Wealth Strategist (CWS)® professional.
State Street
State Street
the US financial group, has named Michael Knowling as head
of its global clients division.
Knowling will report jointly to Joerg Ambrosius, executive vice president of State Street Corporation, and Chris Coleman, global client management head.
