A round-up of people moves and M&A deals across North America
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.
Northern Trust names new wealth management president of Wisconsin
Bradley Peters promoted to replace retiring James Kuehn
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Bradley Peters
Chicago-based Northern Trust announced today James Kuehn will retire as wealth management president of Wisconsin, and Bradley Peters will be promoted to fill that role. Peters has more than 30 years of experience in wealth…
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James Kuehn will retire as wealth management president of Wisconsin, and
Bradley Peters will be promoted to fill that role.Peters has more than 30 years of experience in wealth management. Most recently, he was investment advisor and team leader for Northern Trust’s Client Advisory Team in Milwaukee. He joined Northern Trust in 2005 and prior to his role in Milwaukee, served as Investment Team Leader for Northern Trust in Lake Forest, Illinois. He received his bachelor of business administration degree in Accounting from the University of Wisconsin-Whitewater.