Managers of Wealth Americas

Peapack Private Appoints Edward A. McGorry as Senior Managing Director, Client Advisor

Throughout his career, he has established trusted client relationships and provided strategic guidance tailored to clients’ evolving financial goals.

Mayer Brown expands Life Sciences capabilities with FDA partners Scott Liebman and Dominick DiSabatino

Scott Liebman appointed co-leader of Life Sciences and leader of FDA Regulatory and Enforcement practice

Nest Wealth Asset Management Appoints Sean Tascatan as Chief Investment and Growth Officer

Tascatan joins Nest Wealth with more than 15 years of experience in the investment management industry

JTC bolsters LatAm business development team with four hires

Firm seeking to become the partner of choice for wealth advisers across the region

SEI Appoints Kristie Edling-Day as Chief Information Officer

Transformation Leader to Advance SEI’s Enterprise Technology Strategy, Platform Modernization, and Long-Term Growth Priorities

Raymond James appoints Head of Marketing as it unifies under a single brand

His appointment reflects the increasing importance of marketing in communicating Raymond James’ integrated wealth management proposition

Indivisible Partners Adds $1.1B Baltimore Team From RBC Wealth Management

The firm was founded by Beth Rosenwald, who was with RBC for the last 18 years.

&Partners taps two UBS leaders to run its private wealth business

Mara Glassel and Julie Fox will co-lead the fast-growing hybrid RIA’s ultra-high-net-worth and private wealth businesses.

State Street Elects Alexander Vollert to Its Board of Directors

He previously served as Chief Executive Officer of AXA Germany and held senior leadership roles at Allianz,

Rosen Group Private Wealth Management Ltd. Welcomes Jeff Johnathan and Tom Kawaski to Its Growing Team

Their appointments further strengthen the firm's commitment to delivering comprehensive wealth management and financial planning solutions to professionals, business owners, and families.

JPMorgan brought in a new MD in New York, from Deutsche Bank in London

Matthew Friend will join JPMorgan in New York later this month as a MD in the firm’s technology leveraged finance team.

Ocorian appoints Ryan McGrath as Global Head of Innovation

Ryan will be working across Ocorian to identify high-value opportunities driven by client demand, rapidly iterating new solutions, and translating successful concepts into scalable capabilities.

Sightline Wealth Management Announces New Leadership Appointments

CIRO-Approved Executives Join Firm to Drive Growth and Strategic Direction

Jorge Bastarrachea Joins Raymond James to Strengthen Its International Financial Advisory Business in Miami

The executive leaves Citi after several years to join the Brickell office, in a market that has become one of the main hubs for managing Latin American wealth.

Cresset appoints Joe Zidle as Chief Market Strategist

Zidle brings more than three decades of experience across macroeconomics, asset allocation, and public and private markets to Cresset's multi-family office platform serving ultra-high-net-worth families, business owners, and entrepreneurs.

Advisor moves: Indie platforms add teams with $1.5B in assets

From a Morgan Stanley exit to a $1B branch transition, this week’s advisor moves show independents pulling talent at every level.

Cantor Fitzgerald Asset Management Names Eric Johnston Head of Equities at O’Connor and Chief Market Strategist

As Chief Market Strategist, he will lead CFAM's market outlook and macro investment views for investors and clients, drawing on the intellectual capital across Cantor Fitzgerald to deliver relevant, actionable market insights.

Mesirow deepens Wealth Management platform, hires industry veteran Paul Arnold

Arnold will help deepen the firm's research offerings by translating sophisticated investment research into practical strategies.

Goldman Sachs appoints banking tech co-head

It is a promotion for Dunlevie who was previously global chief operating officer of the same banking group

Luca Partners Grows In Wilmington With Team Additions

Owen and his team join two existing Luca Partners team members in Wilmington.

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