Sales professionals in Wealth management

At Northern Trust Wealth Management, two of these wealth management sales professionals carry Global Head of Sales titles, and others hold business development titles at Glenmede, Merrill Lynch, Corient, Amundi and Meristead Wealth. Family office and high-net-worth client development run through several careers, alongside asset manager sales into the wealth channel, which helps a firm deciding how to win and keep wealthy families.

10 professionals9 companiesData retrieved October 1, 2026

Professionals to explore

  1. Bart Speybrouck

    LinkedIn

    Experience: Director - Head of Business Development · Corient

    In Luxembourg, Bart Speybrouck has been Director - Head of Business Development at Corient since 2026, which describes itself as "a fee-only wealth management firm", and held the same title at Stonehage Fleming (2025–2026). Bart was Head of Business Development, Luxembourg at efa (2017–2025), Business Development Manager at CACEIS (2006–2017) and Account Manager at RBC Investor Services (2005–2006).

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  2. David Albright

    LinkedIn

    Experience: Global Head of Sales, Wealth Management · Northern Trust

    At Northern Trust since 1998, David Albright became Global Head of Sales, Wealth Management in 2026, leading the firm's global client development strategy and sales execution. David spent 1998–2026 as Head of Client Development, Global Family Office at Northern Trust and was Corporate Trust Officer at J.P. Morgan (1997–1998), which makes David a fit for questions on winning family office clients.

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  3. Karl Murray

    LinkedIn

    Experience: Managing Director Business Development · Glenmede

    Karl Murray has been Managing Director Business Development at Glenmede since 2005 and Managing Director there since 2019, responsible for new business with high-net-worth individuals, families, endowments and foundations. Karl was Vice President at Pitcairn (2002–2005), Morgan Stanley (2001–2002) and Morgan Stanley Dean Witter (1999–2001), and describes over 30 years in the financial industry.

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  4. Kevin Casey

    LinkedIn

    Experience: Managing Principal - Head of Sales & Relationship Management · Peapack Private Bank & Trust

    Managing Principal - Head of Sales & Relationship Management at Peapack Private Bank & Trust since 2024, Kevin Casey is focused on business development within its Wealth Management division. Kevin was National Sales - Head of Field Leadership at J.P. Morgan (2018–2023), Head of Investment Solutions and Advisory Programs (2014–2017) and Regional Director (2010–2014) at J.P. Morgan Securities, and Branch Manager - SVP at Morgan Stanley (2006–2012).

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  5. Linda Reeves, CFP, CHFC, CMFC, CLU

    LinkedIn

    Experience: Wealth Management Director Business Development Manager · Merrill Lynch

    At Merrill Lynch since 2020, Linda Reeves, CFP, has been Wealth Management Director Business Development Manager. At TIAA, Linda was Managing Director - Head of Sales & Service - Wealth Management Group (1997–2020), Senior Director Director - Sales & Service - Wealth Management Group (2008–2013) and Manager - Wealth Management, Client Relations Ctr Team Manager, Counseling Services, NC (2005–2008), and describes teams providing financial planning to wealth and ultra high net worth clients.

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  6. Lindsey Vaughan, CFA

    LinkedIn

    Experience: Sr. Principal, Wealth Management Sales Director · Marsh People Solutions

    In 2026 Lindsey Vaughan, CFA, became Sr. Principal, Wealth Management Sales Director at Marsh People Solutions, after Managing Director-Head of Business Development at Hillman Capital Management, Inc. (2019–2026). Lindsey was Managing Director at Asset Growth Partners, LLC (2017–2019) and Angel Oak Capital Advisors, LLC (2013–2015) and Senior Vice President at TCW (2006–2013), and describes 30 years representing asset managers in sales and client service.

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  7. Maaike Decoster

    LinkedIn

    Experience: Global Head Business Development & Client Strategy - Wealth Solutions · Amundi

    Global Head Business Development & Client Strategy - Wealth Solutions at Amundi since 2025, Maaike Decoster is based in the Brussels area. At BlackRock, Maaike was Director, Head of Wealth Partnerships EMEA (2024–2025), Head of EMEA Partnership Program (2022–2024), Director - Head of solutions and partnership marketing EMEA (2021–2022) and Vice President Marketing (2016–2021), a fit for questions on asset manager partnerships with wealth firms in Europe.

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  8. Meghan VanDeusen Spear

    LinkedIn

    Experience: Former Managing Director, Head of Business Development, Family Office Wealth Advisory · Silicon Valley Bank

    Meghan VanDeusen Spear was Managing Director, Head of Business Development, Family Office Wealth Advisory at Silicon Valley Bank (2020–2024) and describes 20+ years leading GP, LP, family office and UHNW client acquisition. Meghan was also Business Development Executive, Institutional Equity Sales at YipitData (2019–2020), Vice President, Head of Sales, Executive Team at Mosaic Research Management (2014–2019) and Vice President of Sales, Hedge Funds at AlphaSense (2012–2014).

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  9. Stephanie Goforth

    LinkedIn

    Experience: Global Head of Sales for Northern Trust Wealth Management · Northern Trust

    Since 2020, Stephanie Goforth has been Global Head of Sales for Northern Trust Wealth Management. At Northern Trust, Stephanie also held Regional Sales Manager SVP and President West Florida Region, both from 2005 to 2020, which pairs a regional president's view of client relationships with the global sales role and suits questions on running sales across many offices.

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  10. William Pedersen

    LinkedIn

    Experience: National Director of Business Development · Meristead Wealth

    William Pedersen has been National Director of Business Development at Meristead Wealth since 2023, after Executive Vice President there (2016–2023). William was Senior Managing Director Sales Management at Paulson Investment Company, LLC (2014–2016), Director of Sales at Osborne Partners Capital Management, LLC (2012–2014) and Senior Relationship Manager at Paulson (1999–2002), and lists wholesaling, recruiting and remote sales force management among strengths.

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Choose the right perspective

For winning wealthy families, David Albright, Meghan VanDeusen Spear and Karl Murray hold family office or high-net-worth business development titles at Northern Trust, Silicon Valley Bank and Glenmede. Stephanie Goforth and Kevin Casey bring sales leadership across regions and field teams, Linda Reeves financial planning sales at Merrill Lynch and TIAA, William Pedersen recruiting and wholesaling, Lindsey Vaughan and Maaike Decoster asset manager sales into the wealth channel, and Bart Speybrouck business development from Luxembourg.

Questions to take into the conversation

  1. 01How do wealth firms get introductions to wealthy families before a liquidity event?
  2. 02What makes a high-net-worth client move assets from one advisor or bank to another?
  3. 03How do you judge whether a business development hire is bringing in the right size of client?

About this directory

This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.

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