Managers of Wealth Americas

NewEdge Wealth Adds Experienced Wealth Advisor to Growing Atlanta Office

He helps his clients manage transactions, credit, recapitalization and portfolio structure.

Guardian names financial services industry veteran Nancy DeRusso Head of Client Solutions, advancing the firm's protection-first holistic approach to wealth management

Appointment reinforces Guardian's commitment to delivering a best-in-class client and advisor experience that supports long-term financial wellness

TS Imagine makes sales hires

Both will report to Chris Pielock, Head of Sales, North America.

CIBC Makes Senior Executive Leadership Changes

Susan Rimmer has been appointed senior executive vice-president and group head, commercial banking, and Eric Belanger has been appointed as senior executive vice-president and group head, wealth management.

Raymond James Recruits $2.8B Team From Commonwealth

The New Hampshire-based group of 12 advisors and 24 employees moves to Raymond James ahead of an end-of-year client transition deadline for LPL’s Commonwealth advisors.

TradePMR Promotes Scott Victoria to President

The custodian also created a new position, head of RIA strategy, and appointed Kate Mapstone, a strategic advisor at Robinhood, to fill the role.

Caldwell Strengthens Financial Services and Fintech Capabilities with Addition of Alex Langridge in London

He is particularly known for placing P&L, operations, commercial, product, technology, and digital leaders into high-impact transformational roles, as well as for helping clients build diverse, future-ready leadership teams in fast-evolving markets.

KPMG International appoints asset management head

Replaces the retiring Jim Suglia

SEI Appoints Nathan Shetty as Chief Investment Officer

Appointment Supports Evolution of SEI’s Asset Management Strategy and Global Investment Platform

Jacqui Smith Joins Fiduciary Trust Company as a VP and Investment Officer

Smith will work closely with individuals, families, and endowments on investment strategies and legacy planning tailored to their long-term objectives.

Jake Fetchen Joins Ballast Rock Private Wealth as Wealth Advisor

Fetchen brings experience serving high-net-worth clients and a focus on delivering thoughtful, comprehensive financial planning.

BofA Names Breezy Adams Amarillo President

W. Ashely Allen retires after 30 years with company

Cboe Hires Boudewijn Duinstra as Executive Vice President, Chief Risk Officer

Mr. Duinstra brings more than three decades of experience across risk management, clearing and derivatives markets, including leadership roles at some of the world's largest and most systemically important financial institutions.

Cetera Welcomes Former Commonwealth Advisor Rick Bergstrom and His 7G Wealth Management Team with Approximately $240 Million in AUA

Advisor specializing in serving police officers and other municipal workers joins Cetera's Summit community from Commonwealth, citing Summit's culture of personal service and leadership access

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