People Moves
BNY Mellon Brings In Chicago-Based Wealth Strategist Leader
BNY Mellon Wealth Management has added Pamela Lucina as managing director and team leader for the firm's wealth strategist group.
BNY
Mellon Wealth Management has added Pamela Lucina as managing
director and team leader for the firm’s wealth strategist
group.
Based in Chicago, Illinois, Lucina oversees a team of eight
wealth strategists across the US and reports to Don Heberle,
executive director of the international wealth and market
segments division.
Lucina has over 15 years of financial services and wealth
planning experience - most recently at JP Morgan where she was a
managing director and provided wealth and estate planning to the
firm’s largest clients.
She has also previously worked at Mayer Brown in Chicago,
providing financial, estate and tax planning services to high net
worth clients. She previously also held positions with Wells
Fargo and Arthur Andersen.
Also this week, BNY Mellon Wealth Management brought in Avery
Tucker - latterly of Wells Fargo - as senior wealth director for
business development at the Atlanta, Georgia, wealth management
office.
Both moves are part of an ongoing effort to expand the firm’s
sales teams as well as portfolio officers and private bankers in
key wealth markets across the US.