Dynasty Financial Partners hired John Sullivan as senior vice president for its RIA and transition services division. Based in Chicago and New York, Sullivan's responsibilities will focus on the transition of new advisor teams and the ongoing practice development of existing network firms. Most recently, Sullivan served as director of Wealth Planning Centers. Prior to that, he spent over 20 years at Morgan Stanley Smith Barney/Citigroup in numerous high-net-worth wealth management roles.
CONCERT Wealth Management has added the CAIS platform to its offering of alternative investment funds and products. As a CAIS member firm, CONCERT's team of wealth advisors will have access to a CAIS online platform that provides a broad menu of alternative investment funds and products, analytical tools, and trade execution and integrated reporting capabilities.
BNY Mellon's wealth management business has hired new wealth professionals for its Chicago and Naples, Fla., offices. Joining in Chicago are Julie Pully, Catherine Schulze and Lee Woolley, and joining the Naples office is Preston Came.
Pully serves as a senior portfolio manager, responsible for working with clients on their wealth and investment planning strategies. Prior to joining BNY Mellon, Pully served as a senior portfolio manager at Northern Trust where she managed $700 million in assets.
Schulze is a private banking specialist and provides an array of banking services to high-net-worth clients while also helping the firm grow its banking business throughout greater Chicago. Schulze comes to BNY Mellon from BMO Harris Bank, where she most recently served as vice president and senior private banker for the company's private client group.
Woolley will work closely with regional president Michael DiMedio on sales and marketing efforts throughout the region. Prior to joining BNY Mellon, Woolley served at Northern Trust for more than 20 years, most recently as a managing director leading the firm's national advisory services group.
Came is senior director in the firm's Naples office. Came works closely with portfolio managers and wealth strategists to provide comprehensive wealth and investment management advice to high-net-worth clients in the region. Came has more than 15 years of experience in private law and wealth management serving entrepreneurs and executives, as well as foundations, trusts and multiple generations of high-net-worth families.
Northern Trust has hired Timothy Mertz as a senior private banker and relationship manager. Based in the Washington D.C., office, Mertz will be responsible for leading the banking team, which provides clients with personalized deposit and credit solutions as well as commercial credit. Previously, Mertz served as a wealth management team leader for PNC Bank in Bethesda, Md.