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Who's Moving Where In Wealth Management? - BNY Mellon Wealth Management, Snowden Lane, Others
Editorial Staff
28 August 2018
BNY Mellon Wealth Management Ascent Private Capital Management
BNY Mellon Wealth Management has appointed Bryan McGrath as senior wealth director in Philadelphia, Pennsylvania.
McGrath will report to Robert Bowman, managing director – business development in the Mid-Atlantic region.
Prior to joining BNY Mellon Wealth Management, McGrath was a wealth advisor and vice president at Key Private Bank for four years. Before that, McGrath was wealth advisor at TD Wealth Management.
Snowden Lane Partners
Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm, has hired the Castleberry Advisory Group for its San Antonio office.
Keary Castleberry, senior partner, managing director, and Lara Sterns, senior registered client relationship manager, who will establish the Castleberry Advisory Group, join Snowden Lane from Wells Fargo, where they advised $126 million in client assets.
Castleberry and Sterns will work alongside Snowden Lane’s existing teams in the firm’s San Antonio office, which include the Hogan Eller Group, who joined in June of this year, and the Strategic Management Group, who established the office in 2017.
Union Bank
US-based Union Bank has appointed Jeffrey Keating as vice president and private wealth advisor of its wealth markets team in San Jose. He reports to Lisa Roberts, private wealth management executive, Northern California and Pacific Northwest.
Keating will manage the bank's relationships with its affluent clientele, providing solutions for their complex financial needs, including wealth planning, investment management, estate and business planning, as well as banking and lending products and services.
Prior to joining the bank, Keating served as director and investment strategist at BlackRock in San Francisco.
First Republic Bank
First Republic Bank, private bank and wealth management firm, has appointed Scott van der Marck as senior managing director and relationship manager.
Van der Marck has over 30 years of experience as an advisor to both companies and private clients in the real estate and financial services sectors. Before joining First Republic, van der Marck was a private mortgage banker at Wells Fargo for 13 years.
He will work at First Republic’s office at 1230 Avenue of the Americas in New York, providing private banking, residential and commercial real estate lending, and wealth management services to individuals, families, businesses, nonprofits and foundations.
Ascent Private Capital Management, which is a multi-family office serving ultra-high net worth families, has appointed Jason Burkey-Skye as regional managing director of in Denver.
Burkey-Skye will continue to reside in the Denver area. In his new role, he will manage a team of 10 professionals who currently work with 26 families in the Rocky Mountain region. He fills the position vacated by John Zimmerman, who was promoted to president of Ascent earlier this summer.
He has more than 13 years of experience in the wealth management industry, all served with US Bank. He started as a private banker in 2005 before being promoted to managing director of private banking for US Bank’s Private Wealth Management division in 2008. In 2011, he joined the newly formed Ascent Private Capital Management of US Bank and served as a banker and then a client advisor before this most recent promotion to regional managing director.