BNY Mellon Wealth Management
Dora Present Lewin will become senior client strategist.
She joins BNY Mellon from Wells Fargo Private Bank, where she served as the regional banking head for New England.
Manulife Investment Management
The firm has named Alex Catterick as senior managing director, high net worth strategy, private markets.
In this newly created position, he will be responsible for defining the private markets global high net worth (HNW) strategy and managing the development, launch and growth of new products designed for the HNW investor base.
Catterick served as regional head of alternative investments at HSBC.
The boutique investment advisory and wealth management firm has hired Charles Tricomi Jr, Hillary Urbancic-Davis and Nathan Gore.
Tricomi Jr joins Crestwood as a portfolio manager, Urbancic-Davis joins Crestwood as a client adviser and Gore will be an in-house technology specialist.
The wealth firm has hired Claybourn Frakes Wealth Advisory Services to its network of independent partner firms.
It is led by founder and managing partner John Frakes.
James Kuehn is retiring as wealth management president of Wisconsin, with Bradley Peters being tapped to oversee the market.
Daniel Pienta is retiring as wealth management president of eastern Michigan, and Brian Hughes will assume the role.
Peters most recently served as investment adviser and team leader for Northern Trust’s private client advisory team in Milwaukee.
Hughes most recent position was senior portfolio manager for Northern Trust in Grand Rapids, Michigan.
The bank has named Lisa Featherngill as senior vice president, national director of wealth planning.
Featherngill joins Comerica following nearly 14 years with Abbot Downing, a Wells Fargo business.