BNY Mellon has bolstered its wealth management office in Chicago with the addition of three financial professionals — Julie Pully, Catherine Schulze and Lee Woolley — to its staff. Pully joined the team as a senior portfolio manager and will work with clients on their wealth and investment planning strategies. Schulze joined as a private banking specialist and will provide banking services to high-net-worth clients. Woolley will work closely with Regional President Michael DiMedio on sales and marketing efforts throughout the region, the firm said in a statement.
The trio brings the total staff to 19, up from 12 a year ago when the firm purchased the asset management business of Chicago-based Talon Asset Management.
“BNY Mellon Wealth Management entered the Chicago market, the third largest wealth market in the U.S., a year ago and since then we have focused on growing our presence here by adding really talented people to our team,” DiMedio said in a statement.
Pully joins BNY Mellon from Northern Trust where she managed $700 million in assets as a senior portfolio manager for eight years. Prior to that, she worked for two years as a client advisor with the private wealth management group of Mercantile Safe-Deposit and Trust in Baltimore.
Woolley also joins BNY Mellon from Northern Trust, where he most recently served as a managing director leading the firm’s national advisory services group. He was there for more than 20 years.
Schulze comes to BNY Mellon from BMO Harris Bank in Barrington, Ill., where she served for 18 years, most recently as vice president and senior private banker for the company’s private client group.
BNY Mellon Wealth Management has more than $171 billion in private client assets and an international network of offices.
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