The latest moves and appointments in North American wealth management.
Key Private Bank
Key Private Bank, the wealth management division of New York-listed KeyCorp, has named Julia Trivisonno as senior vice president, regional sales leader for Central New York.
Prior to joining Key, Trivisonno served as a vice president and private banker with Wilmington Trust in Syracuse and Binghamton. Trivisonno has also held positions of increasing responsibility in commercial and business banking with M&T Bank and HSBC Bank. She has a bachelor’s degree in business management from the University of Phoenix. She is also a Certified Financial Behavioral Specialist (FBS®) and a member of the Financial Psychology Institute.
Raymond James has welcomed financial advisors Steve Gustafson and Eric Gustafson, to Raymond James & Associates, its employee advisor channel.
Along with senior client service associate Rhonda Stibbs, the team operates as Gustafson Wealth Consultants of Raymond James. The Omaha, Nebraska-based group was previously affiliated with Wells Fargo Advisors and managed $225 million in client assets for business owners, retirees, families and individuals, including women investors.
The team will continue their work from RJA’s Omaha office, which is managed by Tim Ziola.
Steve Gustafson, who began his lengthy career in financial services in 1994, was a managing director – investments for Wells Fargo Advisors prior to his recent transition to Raymond James. Eric Gustafson, originally from Southern California, began his career in financial services in 2007, working at American Funds before moving to Omaha, Nebraska in 2015 to partner with his cousin, Steve.