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BNY Mellon Carves Out Two New Wealth Management Roles

Eliane Chavagnon

20 May 2016

has created two new roles dedicated to markets in the north- and south-west regions of the US.

Robert Kricena has been named regional president of the northwestern zone, which spans San Francisco, CA, Palo Alto, CA, Menlo Park, CA, Seattle, WA, and Denver, CO.   

Kricena previously held leadership roles overseeing the growth of investment, wealth management and private banking operations at Wells Fargo in California.

Meanwhile, Shannon Kennedy, who previously led BNY Mellon's wealth management offices in the Orange and San Diego counties, will now lead the firm’s southwest offices. This region encompasses San Diego, CA, Newport Beach, CA, Los Angeles, CA, Las Vegas, NV, and Dallas, TX.

Kennedy joined BNY Mellon in 2013 as regional president of the Newport Beach, CA, branch. In that role, she oversaw the firm’s expansion into San Diego County, and also solidified its presence in Orange County.

Earlier, Kennedy spent 26 years at Northern Trust in roles including global director of sales, marketing and portfolio management for the firm’s global family and private investment offices group.

Kennedy and Kricena will both report to David Emmes, president of US western markets at BNY Mellon Wealth Management. They are based in Menlo Park and Newport Beach respectively.