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US in the news: JTC hires director of business development


A round-up of people moves and M&A deals across North America
People moves
JTC
The financial services firm has hired Marcel Imery as director of business development based in New York.
He will help drive growth across the US and Latin American markets.
Imery was an adviser of tax and strategic planning at Lega Abogados.
Raymond James
The wealth firm has hired financial advisers Martin Ferrara, James Helton Jr, Justin Preissler and James McGee to its offices in Augusta, Georgia.
The advisers join from Wells Fargo Advisors.
Together, they operate as Cypress Wealth Group of Raymond James.
Adams Street Partners ....

New York , United States , Raymond James , Karen Wawrzaszek , Joe Oliveira , Matt Mcconaty , Marie Dawson , Justin Preissler , Camille Alexander , Martin Ferrara , James Helton Jr , Paula Okeefe , Yohan Hill , Steve Starzec , Las Vegas , Jorge Silva , James Mcgee , Marcel Imery , Christopher Haigler , Cypress Wealth Group Of Raymond James , Wells Fargo , Latin American , Cypress Wealth Group , Adams Street Partners , Wealth Management , Midfirst Private Wealth ,

BNY Mellon Wealth Management Appoints Karen Wawrzaszek As Regional President in Washington DC


BNY Mellon Wealth Management Appoints Karen Wawrzaszek As Regional President in Washington DC
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NEW YORK, May 27, 2021 /PRNewswire/  BNY Mellon Wealth Management named Karen Wawrzaszek as the new Regional President for the DC area. She succeeds Camille Alexander, who was appointed Head of Sales-Investor Solutions, BNY Mellon Wealth Management. Karen will lead the DC office and focus on client relationships, COI interactions, product, service and sales delivery. She brings extensive experience in the Family Office and Fiduciary space as well as Impact-oriented investing.  She is a recognized thought leader in ESG, sustainable, and values-aligned investing strategies. Karen reports to Andy Paterson, Regional President of the Central Region. ....

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