Slideshow Bank advisers on the move

Published
  • July 07 2016, 1:56pm EDT
18 Images Total

Bank Advisers on the Move

For bank advisers looking to advance their careers, there’s no better news than a promotion or a new job offer. Here are 17 bank advisers who were promoted or moved to new organizations to assume roles of greater responsibility this year.

Andy Chong, BNY Mellon Wealth Management

Andy Chong joined BNY Mellon Wealth Management as a senior wealth manager in the regional Los Angeles office. He was previously a senior portfolio manager and senior investment officer with Northern Trust.

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Vera Divenyi, BNY Mellon Wealth Management

Vera Divenyi joined BNY Mellon Wealth Management as a wealth director in Denver. She was previously with First Western Trust, where she was a regional wealth planner responsible for client account management and new business development.

Andrew Seested, BNY Mellon Wealth Management

Andrew Seested joined BNY Mellon Wealth Management as a senior wealth director for business development in Washington, D.C. Prior to joining BNY Mellon, Seested was a private wealth adviser and vice president for more than two years with Sandy Spring Trust in Bethesda where he developed and managed relationships with high-net-worth individuals and families, foundations and non-profits.

J. Adam Brennen, Northern Trust

J. Adam Brennen joined Northern Trust as vice president and senior client adviser in Houston. He works with wealthy individuals and their families in all facets of wealth planning, including investment management, trust and asset servicing and multi-generational advisory practices. Prior to joining Northern Trust, Brennen spent more than 10 years working at Amegy Bank.

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John Jacobi, Northern Trust

John Jacobi joined Northern Trust's wealth management team in Houston as vice president and portfolio manager. Prior to joining Northern Trust, Jacobi was vice president and portfolio manager at Capital One Asset Management, where he served as a co-manager on several equity strategies and managed portfolios for high-net-worth and institutional clients.

Chad Lyons, Northern Trust

Chad Lyons joined Northern Trust's wealth management team in Houston as vice president and banking relationship adviser. He was previously in oil and gas banking at Scotiabank, where he primarily worked with both investment-grade and non-investment-grade corporate oil and gas customers providing them with a variety of lending services.

Brian Thomas, Northern Trust

Brian Thomas joined Northern Trust's wealth management team in Houston as a senior wealth strategist. He was previously with J.P. Morgan Chase, where he spent nearly 14 years in San Francisco, St. Louis, Chicago and most recently Houston.

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Martha Voss, Northern Trust

Martha Voss joined Northern Trust's wealth management team in Houston as senior vice president and senior lender and banking practice leader. She is responsible for growing the lending and depository practice in Houston and Austin.

Prior to joining Northern Trust, Voss held a variety of management positions for more than 33 years at J.P. Morgan Chase Bank and its predecessors.

David Deng, U.S. Bank

David Deng joined U.S. Bank's Private Client Reserve high-net-worth unit as a wealth management advisor in San Diego. Prior to joining the Reserve, Deng served as assistant branch manager, premier banker and senior private banker with Wells Fargo Bank.

Kyle Dunphy, U.S. Bank

Kyle Dunphy joined the Private Client Reserve high-net-worth unit of U.S. Bank as a wealth management adviser in Los Angeles. He provides wealth management services to high-net-worth and ultrahigh-net-worth families, executives and private business owners.

Prior to joining the Reserve, Dunphy was senior director at EFG Capital, wealth management director at Bank of New York Mellon and vice president at Deutsche Bank.

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Darren Gaspary, U.S. Bank

Darren Gaspary joined U.S. Bank's Private Client Reserve high-net-worth unit as a wealth planner in Portland, Ore. He was previously a private mortgage banker with Wells Fargo Private Mortgage in Portland, a broker with Meridian Trust Real Estate Services in Portland, and senior wealth planner with Wells Fargo for 12 years in San Francisco, Chicago and Portland.

Clinton Hodges, U.S. Bank

Clinton Hodges joined U.S. Bank's Private Client Reserve high-net-worth unit as a wealth management adviser in Los Angeles. He provides wealth management services to high-net-worth and ultrahigh-net-worth families, executives and private business owners.

Prior to joining the Reserve, Dunphy was senior director at EFG Capital, wealth management director at Bank of New York Mellon and vice president at Deutsche Bank.

Stephen Crifasi, Wilmington Trust

Stephen Crifasi joined Wilmington Trust's wealth advisory team in Delaware as a private client adviser. He provides wealth management advice to high-net-worth individuals and families, business owners and entrepreneurs as well as foundations and endowments throughout the Mid-Atlantic region.

Crifasi was previously a private client adviser in Wilmington Trust's family wealth unit. Before joining Wilmington in 2009, he was a research analyst at Penn Square Capital.

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John Maher, Wilmington Trust

John Maher joined Wilmington Trust as senior investment adviser in its New York wealth advisory office. He works with high-net-worth individuals, families and business owners as well as foundations and endowments throughout the New York metropolitan region.

Prior to Wilmington, Maher was a portfolio manager and senior research analyst at Hilltop Park Associates. Before that, he was senior equity analyst at RBC Capital Markets.

Sandra Massa, Wilmington Trust

Sandra Massa joined Wilmington Trust's wealth advisory team as a senior private banker in Delaware. She works with high-net-worth individuals, providing access to a range of banking and credit services offered by M&T Bank. She also coordinates services through the local wealth advisory team.

Massa was previously with PNC Bank, where she was vice president of Commercial Banking.

Suan Tan, Wilmington Trust

Suan Tan joined Wilmington Trust as a fiduciary adviser in Delaware. He manages the fiduciary needs of personal trust clients in the Mid-Atlantic region, as well as nationally. Tan previously worked at affiliate M&T Banks as a trust marketing officer. Before that, Tan was a trust associate at Morgan Stanley Smith Barney and was a trust assistant at Citi Trust.

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Rick Tyson, Wilmington Trust

Rick Tyson joined Wilmington Trust's wealth advisory office in Boston as a senior private client adviser. He provides wealth management advice to high-net-worth individuals, families, entrepreneurs and business owners as well as foundations and endowments throughout the Boston region.

Prior to Wilmington, Tyson was a private client adviser at U.S. Trust in Boston. Before that, he was a senior vice president in the Investment Management and Trust division of Boston Private Bank & Trust.