head of investments
8 replies (most recent on top)
Catherine Keating will be gone within two years. The front office sales staff cannot stand her.
You are lucky to have Jose - we were sad to see him leave.
How has Akash managed to hang on?
CK has done a terrible job running wealth management. Client strategists and wealth managers have just walked out the door the past couple of years. Jose is absolutely coming in so she can be removed. This will hopefully take care of the cliques that cause problems in wealth operations once he starts cleaning house. One of the better moves I’ve seen BNY make! I may reach out and email him a personal list of some problem children when he starts!
Bet Catherine Keating will next once this new guy gets going. His title is head of investments and wealth. Looks like they’re streamlining.
Is there anyone left to go at that level?
Robin cleaning house.
AI is taking over BNY.