Managers of Wealth Americas

Piper Sandler Enhances Technology Investment Banking Team with the Addition of Jim Roney

Jim brings an impressive track record of delivering successful outcomes

Tim Boroughs Named Vice Chairman, Chubb Group and Executive Chairman

For more than 25 years, Tim has shaped and managed our investment strategies

Ex-JPMorgan director takes top Barclays Gen AI role after Colombian escapade

He joined JPMorgan in its Buenos Aries tech hub initially, before transitioning to New York as a VP.

CSI Names Fintech Leader Nancy Langer as New President and Chief Executive Officer

Fintech pioneer brings transformative leadership and growth expertise to leading banking software and technology provider

Citadel Securities ex-US systematic equities trading head reappeared at Jump Trading

Before Citadel Securities, Siwicki spent six years at Chicago-based prop trading firm Spot Trading.

Hanson Bridgett LLP Plants Flag in Fresno with Addition of Labor & Employment Partner Ryan Eddings

Eddings comes to Hanson Bridgett from the labor and employment firm Littler Mendelson P.C.

UBS Team Managing $500 Million Defects for RBC in New York

The Austin and Smith Wealth Management Group is led by 38-year veteran Thomas G. Austin who spent the last 33 years of his career at UBS.

Temenos Strengthens Product Leadership with Key Appointments

Rohit Chauhan will lead the development of Temenos’ overall technology strategy, innovation, research and development

BBVA Global Wealth Advisors appoints the new CEO

In his new role, he will lead BBVA Gwa’s efforts to provide investment advisory services to Latin American clients.

Insigneo Appoints Chief Compliance Officer

Paul brings more than two decades of experience across U.S. and international banking and wealth management institutions.

Insigneo welcomes Camilo Gomes to its network of financial advisors

Insigneo has bolstered its New York team by bringing on Camilo Gomes

Donaldson Capital Management Announces Appointment of Drew Runion to Board of Directors

Runion is Vice President and Partner of ABC Cutting Contractors, Inc.

Emigrant Bank appoints Mark Rogozinski to lead family office services

The veteran leader from Cresset will support Emigrant’s network of high-net-worth advisory firms and specialty platforms.

Santiago Robledo Joins JP Morgan Private Bank as Banker in Miami

He began his career as a financial advisor at Merrill Lynch in 2007 and later held positions at Citi, HSBC Private Banking, Crédit Agricole CIB, and Morgan Stanley, before being re-hired by Citi

JPMorgan Chase taps payments tech head

While his new job isn’t a firmwide one, he now has a larger purview in the massive payments division, overseeing about 8,000 employees, more than twice as many as in his initial post.

Samuel Kim appointed Global Head of Mergers & Acquisitions at Deutsche Bank

A native New Yorker, Sam will be based in New York and report to Alison.

UBS Florida International Adds Ana Sofía Dominguez and Eduardo Carrera

“As part of a leading global wealth manager, Ana Sofía and Eduardo will bring well-thought-out strategies and innovative solutions for every dimension of your financial life,” he added on the professional platform.

Atlantic Union Bankshares appoints chief risk officer

Most recently, Haun was serving as executive vice president and chief audit executive.

State Street Appoints Sara Mathew as Independent Lead Director

Her leadership and perspective are enhanced by her current and former service on other public company boards in the roles of independent director, committee chair and non-executive chair.

SEI Makes Leadership Appointments in Traditional Investment Managers Segment

Evolution of Leadership Reinforces SEI’s Strategic Commitment to Serving Clients and Driving Growth

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