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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 for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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