Managers of Wealth Americas

Wilmington Financial Firm Splits From Wells Fargo Wealth Brokerage Services

The firm was formed in 2019 with three Wells Fargo Advisors Wealth Brokerage Service advisors

Rabobank N.A. Names Tom Tolda CFO

Previously, he held group CFO roles with Wells Fargo & Company, and Citigroup in the United States and abroad.

Veteran Asset Manager Joins Alpha Capital Family Offices from Northern Trust

Riley joins a team of five that includes a trio of multigenerational partners/advisors and two client service professionals.

Julius Baer recruits Relationship Managers for Brazil International market

Prior to joining Julius Baer, he was Senior Relationship Manager servicing Brazilian private clients at Banco Bradesco Europa S.A. in Luxembourg.

$820M Former Merrill Advisor Joins LPL’s Strategic Wealth Services

Clayton Ortloff, an advisor out of Midland, Texas, will join the independent broker/dealer’s model for advisors looking for more autonomy while buttressed by back office support.

Core Spaces Launches Global Wealth Management, Appoints Tom and John Dine

Industry veterans and brothers previously served as Directors at Apollo Global Management

WTW names Danielle Lombardo Chair of REHL Division, CRB NA

In addition to driving client solutions, Lombardo will focus on driving initiatives to automate workflow and provide the technology, analytics and support needed to provide white-glove service to the fast-paced real estate business.

AIG announces retirement of David McElroy

The company has confirmed that McElroy and AIG have agreed to accelerate his retirement date for personal reasons and will remain available to the Company.

Cresset Welcomes Two New Advisory Teams, Expands National Presence and San Francisco Footprint

The teams join Cresset from J.P. Morgan, and previously First Republic Bank, where they managed approximately $5 billion in assets.

UBS hires financial advisor team led by Christopher Toregas in Los Angeles

Christopher and his team join the firm’s Los Angeles Market, managed by Market Executive Lauren Gorsche and Market Director Kreg Pearless.

James Herring and John Gaffney join UBS Private Wealth Management in New York City

At the conclusion of their respective notice periods, James and John will join the UBS Manhattan Market

Juan Bernal is named new group chief investment officer at MAPFRE

Juan Bernal, who has more than 25 years of experience in financial markets, has headed up asset management, private banking and personal banking in numerous leading financial institutions in Spain.

Citizens bolsters wealth management team with hires

Coveted Wealth team joins Citizens Financial with $5bn in customer assets

EQT further expands private wealth team with appointment of Peter Aliprantis as head of Private Wealth for the Americas

Peter will lead EQT’s private wealth efforts across the region

Polar Capital hires industry veteran Morgan Lee for US expansion plans

He was most recently vice president and regional director for Dimensional Fund Advisors

Miracle Mile Hires New Chief of Investments

From Telemus Capital, Matt Dmytryszyn's resume spans 20 years as a research analyst for LaSalle Street, Russell Investments and Piper Jaffray.

Axis appoints Pauline Morley

She will lead the growth and advancement of the Axis offering in the professional liability market, aligned with the company’s position as a leading specialty insurer.

Raymond James Gains Advisor From Morgan Stanley, Loses One to LPL

Taimur Baig’s move to Raymond James from Morgan Stanley is the latest of several teams joining the firm’s employee advisor channel from the wirehouse this year.

Google terminates 28 employees after multicity protests

The arrests, which were livestreamed on Twitch by participants, follow rallies outside Google offices in New York, Sunnyvale and Seattle

Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio

The former LPL executive joins to lead the adoption of TIFIN's AI-centric platforms at leading wealth enterprise firms

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