Managers of Wealth Americas

UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets

The hires are located in key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale.

J.P. Morgan Private Bank adds Rafael Cervelli to Brazil Team in Miami

Cervelli joins the private bank with approximately 15 years of experience across multi-asset investing, portfolio management, research and trading.

SEI Appoints Matt Provencher as Global Head of Enterprise Professional Services

New Leadership Role to Scale Capabilities and Support Client Transformation

Genesis Wealth adds $725 million advisor as breakaway momentum continues

His move also marks Genesis Wealth’s expansion into Chicago’s North Shore, one of the Midwest's most competitive wealth management markets.

Pacific Asset Management appoints multi-asset solutions director

Tim Field joins from Timeline, where he served as business development manager for Yorkshire and the North East

Aegon strengthens leadership team and selects New York as location for its future headquarters

In this role, Mr. Fuller will be responsible for the day-to-day management of Transamerica, Aegon’s International businesses and Aegon Asset Management.

Hedge fund Citadel hired one of Morgan Stanley's top 0.3% engineers

While it can be an effective retention tactic, it also puts those people on the radar of major hedge funds.

Truist announces Michael P. Lyons as incoming CEO

Bill Rogers to assume executive chair role as part of planned leadership succession until April 2027 retirement

U.S. Bank Wealth Management Appoints Daniel Farley Chief Investment Officer

Farley has a bachelor’s degree in civil engineering, graduating summa cum laude from the University of Notre Dame

Bank of America Names Chip McLeod President of Upstate South Carolina

He will also work across the company's eight business lines to strengthen collaboration and support growth across the Upstate market.

Vistra appoints Raimundo Diaz to lead Americas growth push

The appointment follows Vistra’s acquisition of Biz Latin Hub in December 2025, which expanded its presence across 18 Latin American markets and increased its operating footprint in the region.

Nomura Bolsters US Technology Investment Banking With New Hires

Todd Feldman joins in New York and Cyrus Deboo in San Francisco, both as Managing Directors.

Northern Trust Appoints Rebekah Rice as Tampa Bay Market Leader

Rice will lead a multidisciplinary team responsible for strategic growth, client experience and overall market performance.

SEI Names Sneha Shah Chief AI Strategist, Expands Enterprise AI and Data Leadership

New Leadership Appointments Reinforce SEI’s Path Toward Becoming an AI-Native Organization

Six UBS advisors in Phoenix named to Barron's Top 1,500 Financial Advisors list

The Arizona UBS Wealth Management teams are led by UBS Executive Director Ryan Lurie.

IEQ Capital Welcomes Lauren Hoffman as Managing Director

Prior to J.P. Morgan, she was a Financial Advisor at Merrill Lynch Wealth Management.

Catherine Bessant joins Truist board of directors

Bessant will serve on the board's risk committee.

Cresset Appoints Mark Tremblay as Head of Family Office Services

Tremblay brings more than 20 years of leadership experience working with ultra-high-net-worth families and large single-family offices.

Most rockstar macro portfolio manager in New York joined ExodusPoint

Ahmed arrives at ExodusPoint after Mirco Bulega, another macro portfolio manager based in London left.

Steward Partners Lands Biggest Breakaway Team to Date from UBS

An 11-person UBS team managing $2.4 billion has moved to Steward Partners’ Legacy Channel, adding offices in Florida and New York.

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