Bringing you live news and features since 2006 

BNY Mellon Wealth Management appoints Senior Wealth Manager

RELATED TOPICS​

BNY Mellon Wealth Management has named Thomas Moran as Senior Wealth Manager, Fiduciary Specialist in Menlo Park, California.

Moran will report to President of US Markets, Northwest, Robert Kricena. Moran will be responsible for driving the growth and expansion of the Fiduciary business in Northern California.
 
“Tom has over 30 years of experience managing complex fiduciary relationships. As a seasoned executive with a proven background and significant expertise, we are excited to welcome him to the team and know he will deepen our relationships with our clients and their professional advisors,” says Kricena.
 
Prior to joining BNY Mellon Wealth Management, Moran was a Senior Fiduciary Advisory Specialist at Wells Fargo Private Bank and was promoted to Regional Trust Manager and then to Senior Trust Team Manager. Moran started his career at Wells Fargo Private Bank in 2006 and currently has over 30 years of financial services experience.
 
Moran holds a Bachelor of Business Administration from Xavier University in Cincinnati, Ohio and an MBA from the University of Cincinnati. He is a Certified Trust and Financial Advisor (CTFA).

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
ETFs
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by