The latest senior moves in asset and wealth management from across North America.
Juncture Wealth Strategies
Juncture Wealth Strategies, a US financial planning and investment advisory firm, has appointed Bryan Noonan as a senior wealth advisor to serve high net worth families, professionals, and business owners from its office in Scottsdale, Arizona.
Noonan joins from Edward Jones where he served as a financial advisor. He has been a financial services professional for 16 years.
BNY Mellon Wealth Management
BNY Mellon Wealth Management has appointed Christine Calderon as a client strategist in Chicago. Reporting directly to Chicago regional president Stacie Kuhlman, Calderon will be responsible for all aspects of wealth management product, service, and sales delivery.
Calderon joins with more than 20 years of experience advising wealthy individuals.
Previously, Calderon was executive director, banker at JP Morgan, where she advised on personal wealth, including banking, lending, investment management, estate, tax, and charitable planning. She began her tenure at JP Morgan as a senior investment associate.
Calderon earned a bachelor’s degree in business from Trinity Christian College. She is a Series 7 and Series 66 Securities license holder.
Argent Trust Company has named Jeff Bradley as senior vice president of institutional services in the Birmingham office. He will report to Mark Milton, director of institutional services at Argent Trust.
Bradley will assist in expanding Argent’s institutional trust platform of services working specifically with corporate, government and non-profit clients. He will also work with Argent Retirement Plan Advisors, a registered investment advisory subsidiary, consulting with all types of employer-sponsored retirement plans.
Prior to this, Bradley worked for Regions Financial Corporation for 17 years. He started in Mobile as vice president of institutional services. In 2010, he moved to the Birmingham office and was promoted to senior vice president of institutional services. Prior to Regions, Bradley was vice president of trust at First-Citizens Bank and Trust in Raleigh, North Carolina.