Sales professionals in Wealth management

Experience: Director - Head of Business Development · Corient

Director - Head of Business Development at Corient since 2026, and former Director - Head of Business Development at Stonehage Fleming (2025–2026). Other listed roles include Head of Business Development, Luxembourg at efa (2017–2025) and Business Development Manager at CACEIS (2006–2017). His profile describes Corient as a fee-only wealth management firm serving ultra high net worth individuals.

Experience: Global Head of Sales, Wealth Management · Northern Trust

Global Head of Sales, Wealth Management at Northern Trust since 2026, and former Head of Client Development, Global Family Office at Northern Trust (1998–2026). Also listed: Corporate Trust Officer at J.P. Morgan (1997–1998). His summary says he leads the firm's global client development strategy, sales execution and strategic partnerships.

Experience: Managing Director Business Development · Glenmede

Managing Director Business Development at Glenmede since 2005, with a Managing Director role at Glenmede also listed since 2019. Other listed roles include Vice President at Pitcairn (2002–2005) and Vice President at Morgan Stanley (2001–2002). His summary says he is responsible for developing new business with high-net-worth individuals, families, endowments and foundations.

Experience: Managing Principal - Head of Sales & Relationship Management · Peapack Private Bank & Trust

Managing Principal - Head of Sales & Relationship Management at Peapack Private Bank & Trust since 2024. Other listed roles include National Sales - Head of Field Leadership at J.P. Morgan (2018–2023), Head of Investment Solutions and Advisory Programs at J.P. Morgan Securities (2014–2017) and Branch Manager - SVP at Morgan Stanley (2006–2012). His summary says he heads sales and relationship management within the bank's Wealth Management division, leading business development and growth initiatives.

Experience: Wealth Management Director Business Development Manager · Merrill Lynch

Wealth Management Director Business Development Manager at Merrill Lynch since 2020, and former Managing Director - Head of Sales & Service - Wealth Management Group at TIAA (1997–2020). Other listed TIAA roles include Senior Director Director - Sales & Service - Wealth Management Group (2008–2013). Her summary describes leading client-focused teams that provide financial planning to wealth and ultra high net-worth clients.

Experience: Sr. Principal, Wealth Management Sales Director · Marsh People Solutions

Sr. Principal, Wealth Management Sales Director at Marsh People Solutions since 2026, and former Managing Director-Head of Business Development at Hillman Capital Management, Inc. (2019–2026). Other listed roles include Managing Director at Asset Growth Partners, LLC (2017–2019) and Senior Vice President at TCW (2006–2013). Her summary describes representing asset managers in sales, client service, sales management and client portfolio management roles.

Experience: Global Head Business Development & Client Strategy - Wealth Solutions · Amundi

Global Head Business Development & Client Strategy - Wealth Solutions at Amundi since 2025, and former Director, Head of Wealth Partnerships EMEA at BlackRock (2024–2025). Other listed BlackRock roles include Head of EMEA Partnership Program (2022–2024) and Director - Head of solutions and partnership marketing EMEA (2021–2022). Her highlights say she leads global business development in her current role.

Experience: Managing Director, Head of Business Development, Family Office Wealth Advisory · Silicon Valley Bank

Former Managing Director, Head of Business Development, Family Office Wealth Advisory at Silicon Valley Bank (2020–2024). Other listed roles include Vice President, Head of Sales, Executive Team at Mosaic Research Management (2014–2019) and Vice President of Sales, Hedge Funds at AlphaSense (2012–2014). Her summary describes leading GP, LP, family office and UHNW client acquisition across wealth advisory, investment management, research and banking.

Experience: Global Head of Sales for Northern Trust Wealth Management · Northern Trust

Global Head of Sales for Northern Trust Wealth Management at Northern Trust since 2020. Other listed Northern Trust roles are Regional Sales Manager SVP (2005–2020) and President West Florida Region (2005–2020). Her profile describes Northern Trust as serving wealthy individuals, families and institutions across wealth management, asset management and asset servicing.

Experience: National Director of Business Development · Meristead Wealth

National Director of Business Development at Meristead Wealth since 2023, and former Executive Vice President at Meristead Wealth (2016–2023). Other listed roles include Senior Managing Director Sales Management at Paulson Investment Company, LLC (2014–2016) and Director of Sales at Osborne Partners Capital Management, LLC (2012–2014). His summary lists expertise in relationship management, sales, wholesaling, recruiting, training and remote sales force management.