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Sunday, May 19, 2024

FINANCE: Donnelley & Hale

Donnelley

Kevin Donnelley joins Northern Trust as a Senior Vice President and Senior Banking Advisor for the Northern Trust Wealth Management group in Los Angeles. He joins a cross functional team advising individuals, families, corporate executives, entrepreneurs, business owners and nonprofit organizations, with an emphasis on their unique credit and capital needs.

Donnelley has deep expertise in structuring custom credit solutions including loans supporting all aspects of commercial real estate, art, aircraft and yacht lending as well as subscription lines of credit, unsecured, investment secured and illiquid asset secured credit
lines, and insurance premium finance. He has more than 25 years of experience within wealth management working closely with affluent entrepreneurs across multiple industries in support of their personal wealth creation and wealth preservation goals, and was most recently an advisor with First Republic Bank.

Hale

Jessie Hale has moved into a Wealth Strategist role for Northern Trust Wealth Management in Pasadena where she will work with high-net worth individuals and families to develop comprehensive wealth management plans. Hale is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® practitioner. With these designations, she provides detailed advice and wealth analysis to help clients meet their lifetime goals. Hale brings 18 years of experience at Northern Trust to this new role where she will offer unmatched insights and expertise to help clients meet the ambitions they have for their wealth.

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