BNY Mellon has bolstered its wealth management office in Tampa with the addition of two senior professionals to its staff. The two new team members are Susan Kubar who joined as vice president, senior fiduciary officer, last month, and Scott Givens who joined as senior director, portfolio management, earlier this year, the bank announced today.
Kubar was previously a family wealth advisor at wealth management firm GenSpring, where she was responsible for cash flow and liquidity analysis, coordinating credit and banking needs as well as tax and estate planning. Prior to that, she was a partner at Quarles & Brady LLP for nine years.
Givens joined BNY Mellon from Raymond James Trust where he was a portfolio manager in its private wealth division for three-and-a-half years. Prior to Raymond James, he served for 30 years at Bank of America, where he rose to senior vice president, portfolio management.
BNY Mellon has added four new people to the Tampa office over the past year, including Kubar and Givens. The office has experience double-digit growth every year since it opened in 2008, the company’s Regional Director Ray Ifert said in a statement.
“BNY Mellon Wealth Management has consistently earned high client satisfaction and retention rates, thanks largely to the talent and dedication of our professionals. We are confident that both Susan and Scott have the expertise and drive to become valuable members of our team,” Ifert said.
BNY Mellon Wealth Management is among the top 10 U.S. wealth managers with $176 billion in private clients assets and an international network of offices.