Bank Reps on the Move

Caroline Lee-Tsao, BNY Mellon Wealth Management

Caroline Lee-Tsao joined BNY Mellon Wealth Management in San Francisco as senior director, portfolio management. She leads a team of client relationship managers and portfolio managers. Before joining BNY Mellon, Lee-Tsao was a senior vice president of investments with Progress Investment Management Company.

Helen Nugent, BNY Mellon Wealth Management

Helen Nugent joined the Atlanta office of BNY Mellon Wealth Management to lead business development efforts in the firms Southeast region. As managing director of sales, she oversees a team of five sales directors across a six-state region and is responsible for driving regional professional recruitment efforts. Before BNY Mellon, Nugent was with Northern Trust where she held a number of leadership roles, most recently spearheading a pilot program serving not-for-profits, endowments and foundations in an initiative that became a model for the companys other U.S. regions.

Scott Pinchak, BNY Mellon Wealth Management

Scott Pinchak joined BNY Mellon Wealth Management as director of business development in Harrisburg, Penn. He was previously with Creative Financial Group in Philadelphia, where he co-managed a division of more than 50 financial advisors. Pinchak had previously been a successful financial advisor with the firm.

Phillip Edwards, Citi Private Bank

Phillip Edwards joined Citi Private Bank as director and ultra-high-net-worth private banker in Palm Beach, Fla. He was previously with JP Morgan Private Bank and Genspring Family Offices in Palm Beach Gardens. Prior to that, he held senior roles in portfolio management, sales, trading and risk management at other leading financial firms.

Adam Gillam, Citi Private Bank

Adam Gillam joined Citi Private Bank as vice president and ultra-high-net-worth private banker in Palm Beach, Fla. Prior to joining Citi, Gillam was with Wells Fargo in Palm Beach where he was most recently a vice president and senior private banker responsible for advising high-net-worth families on all aspects of their wealth management strategy, including investments, credit, banking, and trust and estate services.

Bryan Benedict, U.S. Bank

Bryan Benedict, a private banker with U.S. Banks Private Client Reserve high-net-worth unit, was promoted to private banking managing director in Minneapolis-St. Paul. He now leads a team of private bankers serving the needs of high-net-worth individuals and their families. Before joining the Reserve, Benedict was a commercial banker with Excel Bank and a bank examiner with The Federal Reserve Bank in Minneapolis.

Leela Rao, U.S. Bank

Leela Rao joined U.S. Bank as director of business strategy for the banks Private Client Reserve high-net-worth unit in Minneapolis. She designs and implements business strategies that contribute to client acquisition, client retention and business growth. Before joining the Reserve, Rao was senior vice president and practice leader for Think2Perform, an organizational management and business consulting firm.

Bank Reps on the Move