BNY Mellon Brings In Chicago-Based Wealth Strategist Leader

Eliane Chavagnon

3 July 2014

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.