Managers of Wealth Americas

$5.5B RIA Aprio Adds Chief Compliance Officer From Compound

Courtney Holt has left Compound Planning after about a year to run compliance for Atlanta-based Aprio Wealth Management.

Steward Adds South Florida Team From Raymond James

Silcox & Avonda Wealth Management in Stuart, Fla., with $716 million in assets, has moved over from Raymond James’ employee channel.

Certuity’s Rich Bursek Announces Four Hires to Support Growth and Technology Initiatives

Under the leadership of President and Partner Rich Bursek, Certuity, a multi-family office serving high-net-worth and ultra-high-net-worth individuals and families, has announced four strategic additions to its team. These appointments reflect Certuity&am

Ashton Thomas Private Wealth Welcomes Advisor Collin Rigler, Reinforcing Firm’s Model and Growth Strategy in Key Markets

Mr. Rigler joins Ashton Thomas from Alex. Brown

Insigneo hires BTG Pactual duo to expand Brazil coverage from Miami

Insigneo has recruited former BTG Pactual managing directors Renato Bisconcini and Renato Rizzatti to bolster its Brazil-focused UHNW offering from its Miami office.

Citi Private Bank Strengthens Its Latin America Team With New Bankers

With these appointments, Citi Private Bank continues to strengthen its team in Latin America, a key region within its growth strategy in the HNW and UHNW segment

CIFC Asset Management Bolsters its Investor Solutions Leadership with Strategic Hires

Senior Additions Bolster the Firm’s Relationships with Global Institutional Investors

PayPal names HP's Enrique Lores as new CEO

Lores succeeds Alex Chriss, who has led PayPal since 2023.

Beacon Pointe Advisors Welcomes Three Teams to Its National Platform

The firm expands its advisory services to clients across multiple markets, with approximately $62 billion in assets under advisement.

Apex Group names Jay Cipriano as Chief Strategy Officer

Jay will join in April 2026

First Horizon Wealth Management Welcomes Eric Teal as Chief Investment Officer

He brings proven leadership

Lazard Asset Management Expands Credit Platform with New Head of Leveraged Loans and High Yield

Industry veteran Gordon McKemie joins to build leveraged loans capability and broaden income and credit solutions for clients

Broadridge Appoints Trish Mosconi and Chris Perry to its Board of Directors

Broadridge also announced that Brett Keller, director since 2015 and member of the Audit and Compensation Committees, has notified the Company of his decision to resign from the Board

Raymond James hire for ESOP practice, former Comerica CIO joins First Horizon

Wellington Management, Lazard Asset Management also strengthen senior leadership.

Sanctuary Wealth Appoints Marissa Fox-Foley as Chief Marketing Officer

Appointment reflects Sanctuary's commitment to investing in top talent to expand Partner Firm marketing support and organic growth

Northern Trust Asset Management Appoints Gijsbert de Lange as Chief Innovation Strategist

He will support the adoption of these methods within Northern Trust Asset Management’s equity, fixed income and multi-asset strategies.

A&O Shearman expands Chicago office with new M&A and private equity partner

Val joins A&O Shearman from Kirkland & Ellis.

OneSeven Adds Three Senior Leaders as AUM Surges to $8.6B

The Cleveland RIA platform brought on a new CFO, CCO and advisor advocate as it targets $20 billion in managed assets by 2027, following rapid expansion.

Raymond James Lands $1B, Four-Advisor Team from Merrill

A Maryland-based team from Merrill Lynch has joined Raymond James’ employee-advisor channel as the firm continues its recruiting push.

KKR bolsters wealth ranks with L&G hire

The hire comes on the heels of the firm raising $6.5bn from individual investors outside the US last year, Citywire can reveal.

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