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HomePrivate WealthOn The MoveBNY Mellon Further Expands Its Wealth Management Team

BNY Mellon Further Expands Its Wealth Management Team

In Philadelphia, Francis Schickling Jr., Karin Kinney and James Lu have joined the firm’s portfolio management teams, and Jonathan Sprogell has joined the private banking team.

Schickling was appointed senior director of portfolio management and team leader. Prior to joining BNY Mellon, he was a senior relationship manager with Brown Brothers Harriman and also served with PNC Bank.

Kinney has been named senior portfolio manager. She previously was senior vice president of wealth and philanthropic advisory services at The Bryn Mawr Trust Company. Prior to that, she was a practicing attorney specializing in trusts and estates and nonprofits with McCarter English LLP.

Lu has been named a senior portfolio manager in BNY Mellon’s Family Wealth Group. He previously worked with Abbot Downing, Wells Fargo’s multifamily office, where he served as senior portfolio manager.

Sprogell has joined BNY Mellon as a private banker. With 34 years of financial services experience, he came to the firm from Citizen’s Bank, where he was a relationship manager.

In the Washington, D.C., office, Camille Menasco Alexander has been hired as senior director of business development. Previously, she was an institutional consulting director with Graystone Consulting and regional director of institutional advisory solutions for Bank of America.

Drew Berreth has also joined the Washington, D.C., office as a senior mortgage banking officer. Berreth’s previous positions include private mortgage banker with Wells Fargo and serving as a licensed personal banker with Wachovia.

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