Daniel Wotruba, Associated Bank
Daniel Wotruba was promoted to senior vice president, personal trust officer. In this role, he manages the day-to-day activities of the Personal Trust office in Green Bay, Wis. He will continue with his previous duties as a business development officer.
David Duffy, BNY Mellon
David Duffy joined BNY Mellon Wealth Management as a sales director responsible for the firms residential mortgage business in the Mid-Atlantic region, focusing primarily on Philadelphia and Washington, D.C. Prior to joining BNY Mellon, Duffy was a mortgage sales consultant at PHH Mortgage/UBS Mortgage Banking for more than two years.
Luke Palacio, Citi Private Bank
Luke Palacio, a managing director and senior banker for JP Morgan Private Bank in Miami, will join Citi Private Bank on March 18 to lead the firms expansion in South Florida. In his new role as managing director and regional market manager for Citi Private Banks South East region, he will focus on ultra high-net-worth Latin American clients based in North America and support the growth of Citis Ultra High-Net-Worth Group across Latin American markets such as Chile, Argentina, Peru and Colombia.