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Financial Advisory  + Wealth Management  | 

Advisor360 Preps for Next Growth Strategies with Former BofA Hire

Advisor360, a Weston, MA-based wealth management software provider, has hired former Bank of America veteran Abbe Gálvez Cordón as SVP of strategy & corporate development.

In the newly created role, Gálvez Cordón will lead the company’s development and growth activities, reporting to CEO Mike Fanning, who took over in early May.

Gálvez Cordón spent 16 years at Bank of America and Merrill Lynch, most recently as managing director, head of wealth & wealthtech investment banking.

As COO of U.S. Trust, now Bank of America Private Bank, Gálvez Cordón led the organization’s growth strategy and technology investments. Throughout her career, she has advised on over $35 billion in transactions and raised over $40 billion in capital.

“We’re excited that Abbe is joining the Advisor360° leadership team. With her deep understanding of WealthTech, she will lead the evolution of our strategy and identify organic and inorganic opportunities to help drive innovation and guide the company through our next phase of growth,” said Fanning.

Advisor360 has more than $1 trillion in assets on its platform across three million households.

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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.