Bringing you live news and features since 2006 

BNY Mellon Wealth Management appoints Senior Wealth Manager


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

REX Shares has announced a strategic reorganisation that integrates its REX Shares, MicroSectors, and T-REX products, as well as REX..
Allspring Global Investments writes that as it builds an investment platform for the future, it has filed for exemptive relief..
LSEG Lipper writes that ETF promoters in Europe enjoyed estimated net inflows (+EUR25.1 billion) for May 2024...
The European Fund and Asset Management Association (EFAMA) has published its 2024 industry Fact Book, which includes a foreword by..

Related Articles

Marcus Wayerer, Franklin Templeton
Franklin Templeton says that emerging markets are navigating a tricky environment at the moment, due to factors such as the...
Matt Barry, Touchstone Investments
Back in 2022, Cincinnati, Ohio-based Touchstone Investments launched its first four ETFs, having previously been predominantly a mutual fund company....
CN Tower, Toronto
The winners were announced in the second ETF Express Canadian awards at the event held at The Quay in Toronto,...
Darren Jordan, Komainu
Custody specialist, Komainu, was launched in 2018 as a joint venture between Nomura, digital-asset investment manager, CoinShares and blockchain business,...
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