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People moves
Dora Present Lewin will become senior client strategist.
She joins BNY Mellon from Wells Fargo Private Bank, where she served as the regional banking head for New England.
Manulife Investment Management
The firm has named Alex Catterick as senior managing director, high net worth strategy, private markets.
In this newly created position, he will be responsible for defining the private markets global high net worth (HNW) strategy and managing the development, launch and growth of new products designed for the HNW investor base.
Catterick served as regional head of alternative investments at HSBC.
Sanctuary Wealth Welcomes Claybourn Frakes
Partnered Independence Continues to Build Momentum as San Antonio Team Joins from UBS
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INDIANAPOLIS, April 9, 2021 /PRNewswire/ Sanctuary Wealth, home to the next generation of elite advisors, has added another team in Texas with the addition of Claybourn Frakes Wealth Advisory Services to its network of independent partner firms. The firm, led by Founder and Managing Partner John Frakes, a U.S. Marine and respected professional with 30 years of wealth advisory experience, is located in San Antonio and is that market s first Sanctuary partner firm. John Frakes and his team have built successful careers based on a client-focused philosophy by listening, understanding and helping clients develop strategies to meet their evolving financial needs, said
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