Managers of Wealth Americas

Prospera Financial Services Expands New York Presence With Cornerstone Wealth Management

Rochester Team Brings Eight Advisors to the Platform Serving Clients Across the United States

NewEdge Wealth Welcomes Former Florida Atlantic Securities CEO W. Trevor Beaney as Partner

Experienced Wealth Advisor Brings Institutional and Ultra High Net Worth Experience to NewEdge's Growing South Florida Platform

Oxford Financial Group Expands New York Presence with Managing Director Appointment

Former Goldman Sachs Private Wealth Advisor Eric D. Lipkind joins Oxford to serve ultra-high-net-worth families in the New York market

Cetera Welcomes Primacy Financial, Led by Advisor Ryan P. O'Connor, with Approximately $450 Million in AUA

Multi-specialized team joins Cetera in search of growth, independence and a wider array of resources

JPMorgan Adds Merrill Alums To Boost California, Southeast Business

Tiffany Yu will join Elevate Wealth Partners as a managing partner and wealth advisor, while the bank announced last week that Linda Patel will oversee its Southeast region, including Florida and Georgia.

Former Edelman CEO Larry Raffone Joins Son's RIA as Executive Chairman

Edelman Financial Services' former CEO becomes founding partner and executive chairman at the new tech-forward RIA led by his son.

Withers welcomes Todd Angkatavanich back to its US Private Client & Tax team

He brings extensive experience advising high-net-worth individuals, families and family offices on sophisticated tax, trusts and estates, wealth transfer and business succession matters.

Scor appoints new head of alternative solutions for North America

He was managing director at Allianz Risk Transfer - Capital Solutions from November 2018 until July 2022.

Macquarie Asset Management Appoints Marcella Sivilotti Global Wealth Chief Operating Officer

The appointment of Marcella Sivilotti as Chief Operating Officer (COO) consolidates the leadership team of Macquarie Asset Management's Global Wealth division following a series of key additions to the business.

Farther CTO Brad Genser Welcomes Seasoned Product and UX Leaders, Kai Conragan and Allan Smith, to Raise the Bar on Wealthtech Usability

The pair’s combined experience at Google, NASA, and Meta elevates Farther’s track record of building intelligent solutions that free advisors to drive greater client outcomes.

Farther taps Google and NASA veterans to sharpen wealthtech usability

Kai Conragan and Allan Smith join Farther's product and UX teams as the firm doubles down on advisor-first design.

Mattamy Asset Management Appoints Eric Becker to its Board of Directors

Accomplished entrepreneur and investor brings decades of experience building businesses and advising founders and families

Plancorp adds Callie Cox to lead investment strategy and market insights

Former Ritholtz Wealth strategist brings deep market communication skills to one of the fastest-growing fee-only firms in the US.

Jodi Richard appointed as Amex's new chief risk officer

Taking up her new role in January, Richard will succeed long-time Amex executive Doug Tabish, who has held the CRO role since 2024.

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

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