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Who's Moving Where In Wealth Management? – BNY Mellon Wealth Management, Chilton Trust, Others
Editorial Staff
21 January 2022
BNY Mellon Wealth Management Chilton Trust
has added five senior figures to its Miami (pictured) office.
The arrivals include Gina Smurro, senior client strategist, Sebastien Gault, family wealth advisor, Tamara Oswald, associate wealth manager, Jessica Diaz as analyst, global insights lab and Francesca Tabak, analyst, private banking.
They report to Laura Kaplan, market president, Miami.
“While Miami has always been a perennial travel destination with its amazing beaches, diverse culture, thriving restaurants and burgeoning art scene, it has become a magnet since the pandemic for ultra-high net worth families and institutional clients leaving New York, Boston and California permanently for a better quality of life and more favorable tax and business climate,” Kaplan. Said.
Smurro will work with ultra-high net worth families, including business owners, corporate executives, private equity and hedge fund principals, as well as foundations and endowments on their comprehensive wealth needs.
Gault will work with UHNW clients and prospects to advise on their overall wealth strategy, provide investment insights and optimize their asset allocation and investment selection.
Oswald will work with new and existing HNW and UHNW clients to help them achieve their wealth goals.
Diaz will assist with research and analytics for existing and prospective clients, as well as strategy development, portfolio construction and client retention.
Tabak will work with the banking and lending team to assist with credit analysis, lending facility implementation as well as banking transactions.
, based in Milford, Pennsylvania, has appointed Luke Barbalich to join the team as a wealth advisor.
Barbalich is joining Biondo after more than 14 years in the healthcare field, most recently as community outreach coordinator for Atlantic Health System.
“I’ve known Luke as a client for almost 20 years and couldn’t be happier that he’s chosen to move into wealth management at the next stage in his professional development,” Karl Wagner III, partner and senior wealth advisor, Biondo Investment Advisors, said.
The registered investment advisor firm, which besides its Milford office has a satellite office in Sparta, New Jersey, manages more than $800 million of client assets.