Who's Moving Where In Wealth Management? - Rothschild & Co, BNY Mellon WM

Editorial Staff

7 July 2021

has named Patrice Wetzel as senior client strategist, joining from Wells Fargo’s private bank.

In her new role, Wetzel works with ultra-high net worth families, including business owners, corporate executives, private equity and hedge fund principals, family offices, and foundations and endowments on their comprehensive wealth needs. She is based in Chicago and reports to regional president Stacie Kuhlman.

Wetzel brings over 30 years of financial experience to this role, including two decades of wealth and 15 years of large corporate lending experience. She joins BNY Mellon Wealth Management from Wells Fargo Private Bank where she served as senior private banker in its private bank group. Prior to this, she worked in a senior role at Northern Trust Private Banking.

Patrice earned a bachelor’s degree from Lake Forest College and a master of business administration from Loyola University. She also holds a Series 7 license and Series 66 license. Patrice is an active member of her community and has served on a variety of community boards.