This week in new hires, David Mook joined U.S. Bank Wealth Management, Sterne Agee welcomed Robert Mohs to its Chicago office, Jeffrey MacDonald went to Fiduciary Trust Co. International, and Maria Dwyer went to State Street Global Advisors.
Also, New York Life welcomed Cara-Anne Gagliano, Thomas Hendry and Don Desiderato; Maree Moscati, CEO of Copytalk, joined the advisory board of the Shared Assessments Program; and Steven Harris and Jay Hanson were reappointed to the Public Company Accounting Oversight Board.
U.S. Bank Wealth Management Names David Mook Chief Private Banking Officer
U.S. Bank Wealth Management announced recently that David Mook had been appointed chief private banking officer. In this role, he will focus on the banking needs of high-net-worth and ultrahigh-net-worth clients and family-owned and/or controlled businesses. He will also lead sales management for private banking products and services, including deposit, mortgage and other credit products. He reports to Mark Jordahl, president, and is a member of the wealth management executive committee.
Mook brings 29 years of financial experience with JPMorgan Chase & Co., where he worked in many leadership roles. He most recently served as regional capital advisory practice lead of private banking for the Midwest, West and California. Prior to that, he served as the private bank’s capital advisor for private wealth management. He also served as a senior underwriter for middle market banking and a regional manager for institutional investment services.
Robert Mohs Joins Sterne Agee in Chicago
Robert Mohs has joined Sterne Agee & Leach as a managing director with the private client group in Chicago. In his new role, he will concentrate on retirement planning and investment advisory; in addition, he will assist with growing the Chicago office.
Mohs has more than 25 years of experience in financial planning and securities trading. Prior to joining, he was with Raymond James & Associates. Additionally, he has experience as an institutional trader and has designed and executed retirement plans for numerous individuals and institutions. Fiduciary Trust Co. International Appoints Jeffrey MacDonald
Fiduciary Trust Co. International announced on Monday the appointment of Jeffrey MacDonald as managing director and senior portfolio manager on the fixed-income team. He is responsible for managing fixed income portfolios for individuals, families and institutions.
MacDonald brings more than 20 years of experience across all sectors of the global fixed-income market. Prior to joining, he served as senior portfolio manager for Cutwater Asset Management and Hartford Investment Management Co. Previously, he was a fixed income portfolio analyst at Wellington Management Co. He began his career at Fidelity Investments.
State Street Global Advisors Appoints Maria Dwyer Chief Risk Officer
State Street Global Advisors (SSgA), the asset management business of State Street Corp., announced Monday the appointment of Maria Dwyer as chief risk officer. She will assume her new role immediately.
Dwyer previously served as chief regulatory officer at MFS Investment Management, which she joined in 2004. During her tenure there, she held a range of senior level positions in compliance, fund treasury and risk management. Prior to joining MFS, she was president and treasurer for the Fidelity group of funds at Fidelity Management and Research Co. Her career spans more than two decades and includes a significant breadth of experience in asset management across various operational and legal areas, including investment products, tax and internal audit.
New York Life Welcomes Three