Managers of Wealth Americas

Oxford Financial Group Expands Grand Rapids Team With Jason Gust Appointment

In his new role, Gust will advise some of the firm’s most complex client relationships, focusing on tax and estate planning, wealth preservation, asset protection and capital deployment strategies.

Manulife Wealth names Lior Valitsky COO amid leadership shake-up and record Q2 results

Manulife Wealth names Lior Valitsky COO and restructures its leadership team as Manulife WAM posts record gross flows and 9% earnings growth in Q2 2026

Bank of America investment banking co-head Mike Joo to leave

Faiz Ahmad will remain in charge of the investment bank. s

Raymond James Recruits $1.1B Team From Baird

The Cranberry Township, Pa.-based group is the second billion-dollar-plus team to join the firm's employee channel in two weeks, following a $5.4 billion recruit from Comerica.

Kevin Brubaker to Lead PNC Private Bank in North Florida

Brubaker will remain based in Jacksonville, a market that has become increasingly important to PNC's growth strategy as population expansion, corporate relocations and wealth migration continue to drive demand for sophisticated wealth management serv

DXC Appoints Lisa Beaudoin as Chief Product Officer to Accelerate Product-Led Growth

Appointment follows the recent naming of Paul Taylor as President, Dan Gray as President, Global Infrastructure Services and Holly Grant as President, AI Innovation and Strategy & LabX, further strengthening DXC's leadership team and operating mo

Rubin Rudman adds Shawntel Randi as a Partner in Trusts & Estates Department

In her practice, Randi advises clients on estate, gift, generation-skipping transfer, and income tax planning.

Asset Vantage Picks A CEO To Lead The Next Stage Of Family Office Technology

The next phase requires expanding distribution, deepening client relationships and competing in an increasingly crowded market where execution matters as much as innovation.

Forthlane Appoints Matthew Leibowitz to Board of Directors

His appointment further strengthens Forthlane's Board as the firm continues to expand its institutional investment platform for ultra-high-net-worth individuals, families, family offices, and foundations.

Fiera Capital Names Nicholas Smart Lead Portfolio Manager of Its Canadian Equity Strategies

New senior appointments add investment experience while preserving continuity across Fiera's Canadian equity strategies

IQExit Appoints Former Schwab, Fidelity and Ameriprise Executive Glenn Flego to Board

Flego brings decades of RIA custody and institutional wealth leadership to IQExit Board as company advances its Exit Readiness Intelligence™ platform for business-owner transitions

JPMorgan adds Rodrigo Ribeiro do Valle to New York team covering Brazilian UHNW clients

The move underscores JPMorgan Private Bank’s continued focus on Brazilian entrepreneurs and wealthy families

Advisor moves: UBS loses $2 billion in teams as RBC and Raymond James move in

Florida Complex Director Ken Ross said the team's motivations were straightforward.

The three advisors previously worked at Comerica, which was acquired by Fifth Third Bank earlier this year.

Merrill lands $13B team from Morgan Stanley's Graystone Consulting

A 14-person Boston-based team ranked among the nation's top institutional consultants joins Merrill Private Wealth Management.

OLarry Accelerates Growth, Expands Team of Elite Tax Advisors to Deepen Commitment to High-Net-Worth and Ultra-High-Net-Worth Clients

The company's client base reflects this growing scale, with an average net worth in excess of $10 million and financial lives that often span several properties, family trusts, and income sou

Cetera Names Torrance Chaplin and Sean Marrin Community Leaders within RIA & Branches Channel

Veteran wealth management executives bring decades of leadership experience to support growth and advisor success across two key advisor communities

DLA Piper makes bold hires to bolster Global Private Markets team

These partners each bring deep experience and highly differentiated capabilities that are increasingly in demand among investors, lenders, sponsors, and companies operating in complex market environments.

Brookstone Capital Management's Darryl Ronconi Named Senior Vice President, Wealth Management Platform Operations for AmeriLife Wealth

President to take on expanded platform-level role while continuing to lead Brookstone Capital Management

ZipRecruiter Appoints Carmen Chan as Chief Financial Officer

Veteran finance and technology leader brings leadership experience from Barclays, Noom, and Goldman Sachs to ZipRecruiter

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