Managers of Wealth Americas

Lisa Castro Joins Family Office Resource Group as President of Family Office Services Amid Broader Leadership Expansion

This next phase of leadership signals a new era for the firm

UBS Appoints Deanne Steele and George Towers III as Market Directors in San Diego Region

DeAnne Steele will lead the Carmel Valley and Rancho Bernardo offices, and George Towers III will lead the La Jolla and Downtown San Diego offices.

Patrick Thomas exits Canaccord Wealth

Created the sustainable themes portfolio range during 15-year tenure

Sterlington Welcomes Leading Private Wealth Team from Morgan Lewis

Additional team members are expected to join in the coming weeks.

Jack Selby Joins Keebeck Wealth Management's Advisory Board

Selby to provide visionary leadership and expand access to investment opportunities

Whittier Trust Welcomes Steven Ward as Vice President of Real Estate in Newport Beach

With local expertise and institutional experience, Steven Ward advances Whittier Trust's real estate offerings in and around Orange County.

Keith Wosneski Joins Lazard Asset Management as Global Head of Consultant Relations

He will lead the firm's efforts to strengthen and expand relationships with investment consultants globally, reporting to Jennifer Ryan, Head of North America Distribution for LAM.

NYSE names public policy veteran Bryan Daniel as president of NYSE Texas

Daniel will report to Lynn Martin, president of the NYSE Group, the company said.

Truist strengthens commercial banking, wealth management teams in Florida

Truist Wealth adds 6 new advisors across the state

Now JPMorgan's head of private markets resigned, seemingly for Citi

Raghavan has run Citi's investment bank since last year, but he previously spent 25 years at JPMorgan.

World Bank Group Names New Head of Guarantee Business

Banking veteran will lead Multilateral Investment Guarantee Agency and World Bank Group Guarantee Platform

SEI Names New Chief People and Culture Officer

Amy Sliwinski Will Lead Global Talent and Culture to Power Company’s Strategic Growth

Savvy Adds $270M RIA Team in Push to Land Larger Teams

The tech-forward RIA and wealth platform also continues to bring on solo practitioners, with 12 additional advisors joining from various states.

Former Johns Hopkins CIO Joins Colorado Family Office

Jason Perlioni will lead the investment committee at the $3 billion Cherry Creek Family Offices.

Citi hires Goel from JPMorgan to boost tech banking leadership as hiring spree continues

Last week, the bank hired another JPMorgan alum, Bernal Vargas, to lead its equity capital markets division in North America

Janney Adds 14 Financial Advisors with $3.3 Billion in New Assets Year-to-Date

Adds over $3.3 billion in assets under advisement to Private Client Group.

Citi hires Goel from JPMorgan to boost tech banking leadership as hiring spree continues

The announcement comes amid a slew of high-profile hires at Citi as the bank expands its investment banking business and revenue.

Cherry Creek Family Offices Expands Leadership Team

The latest expansion of CCFO's leadership team follows the recent addition of Brad Sprong

UBS hires ex-DWS head to lead ETF and index fund sales

She willreport to André Mueller, head of client coverage at UBS.

TD Bank Group Names New Board Chair

John has served as an independent director of the Board since 2023

People Moves