Managers of Wealth Americas

Fiduciary Trust International Welcomes Jeffrey Danile as National Director of Trust Administration

Industry Veteran Further Strengthens Trust Administration Expertise & Capabilities Available to Clients Nationwide

Dispatch Appoints Patrick Dunne as Head of Wealth and Asset Management

Former Hightower chief operating officer brings more than 25 years of experience to help customers streamline operations and capture more revenue

J.P. Morgan Names Former Merrill Manager to Lead Southeast Market

She reports to J.P. Morgan Advisors Head Mollie Colavita and succeeds Janet Sweeney, a 40-year industry veteran who retired earlier this year.

Andrew "Drew" Chan Joins Fiduciary Trust International as Senior Portfolio Manager in Los Angeles Office

Industry Veteran Possesses Expertise in Integrated Tax Planning, Wealth Planning & Investment Management Strategies for UHNW Clients

Pictet Asset Management Appoints Rick Bisignano as U.S. Head of Institutional Distribution

He will bring Pictet’s global investment capabilities to U.S. institutional investors seeking differentiated sources of return and diversification.

LaSalle appoints Michael Raso as Global Head of Private Wealth

Michael Raso will lead LaSalle’s Private Wealth Group, strengthening its platform and developing new products for private wealth investors

Forvis Mazars picks new wealth advisory CIO in US

Insley will lead the practice’s investment strategy and portfolio management.

First Horizon Bank Welcomes Dwayne Mercadel as Retail Banking Executive Serving Texas and Louisiana Markets

He brings more than 20 years of experience as an operational leader in retail banking, talent development and service excellence.

Mercer Advisors Welcomes Rebecca Iacopelli MT, CFP®, CFA, as Senior Wealth Advisor in New York City

Experienced advisor brings extensive tax, estate and family office expertise to Mercer Advisors' growing New York City team

Wendy O’Ree of Peapack Private Bank & Trust Named 2026 Executive Women of New Jersey, Salute to the Policy Makers Honoree

The event recognized accomplished women from New Jersey’s public and private sectors whose leadership, achievements, and impact are helping shape the state’s businesses, institutions, and communities.

Northern Trust Names Rima Qureshi to Board of Directors

Qureshi brings nearly four decades of experience shaping strategy, leading transformation and building businesses across global telecommunications and payments companies.

RBC Lures UBS Team Overseeing More Than $1B in Pittsburgh

RBC Wealth Management clocks another win from UBS as it seeks to meet a rapid growth goal for advisors in the United States.

BMO Announces Executive Appointments

Tim Cox named U.S. Country Head

Bank of America names Jim Fitterling and Bill Thomas to board of directors

The two executives will replace former board members ⁠who had retired earlier this year after reaching the retirement ⁠age of 75, Pierre de Weck and Linda Hudson.

Ballentine Partners, an Independent Multi-Family Office, Appoints Jeffrey Potter as Board Chairman

Potter brings decades of experience in financial management, investment strategy, and corporate leadership.

Sowell Management Names CIO And Launches Investment Office

Scott Dooley Will Lead The Office Of The CIO, Bringing Together Research, Portfolio Construction And Advisor Consulting

Kevin Stone Appointed Senior Vice President & Senior Portfolio Manager at Bank of America Private Bank - Highlighted by WallStreet Research

In his new role at Bank of America Private Bank, Mr. Stone combines nearly two decades of institutional asset management expertise with comprehensive private wealth strategy.

People Moves