Managers of Wealth Americas

WealthStream Names Wealth Management Industry Leader Larry Roth to Strategic Advisory Board

Founder of Ascentix Partners and former CEO of Advisor Group and Cetera Financial Group joins Strategic Advisory Board of senior wealth management leaders

HSBC hires Cantor's Paras Jain to lead global TMT banking, sources say

He will be based in New York.

TradePMR Tech Executive Jon Patullo Jumps to Hybrid RIA

Prior to joining TradePMR, Patullo was the chief product officer for Apex Fintech Solutions.

Coinpayments appoints founder Alex Alexandrov as group CEO

Alexandrov founded the company in 2013 and has served as Chairman for much of its growth.

Key Private Bank Adds Veteran Wealth Management Professional Joseph Macfarlane

He will be based in KeyBank’s Capital Region headquarters at 66 South Pearl Street in Albany.

Berenberg appoints Gunnar Regier to its Extended Management Board

At the major US bank, he currently serves as Managing Director, where he is responsible for relationships with the executive boards of its key German clients.

Mesirow Wealth Management Continues Growth with Addition of Wealth Advisor Mark Nichol

In his new role, Nichol will work closely with clients to develop personalized strategies

Uniting Wealth Partners Adds Former Morgan Stanley and Ameriprise Advisors to its Upstate New York Office

Dana Cornell and Kyle Kirk join advisor-owned wealth management partnership built to create enterprise value through shared ownership, infrastructure and expertise

i2c Names Jess Barbera to Accelerate Latin America and Caribbean Growth Strategy

Financial technology and payments executive to lead and accelerate i2c's regional growth

AllianceBernstein appoints Onur Erzan President & Chief Executive Officer

Seth Bernstein to retire as Chief Executive Officer on March 31, 2027

Mark Hoban Joins Lazard as Managing Director in the Financial Sponsors Group

Mark joins Lazard from Bank of America, where he was a Managing Director covering large-cap private equity firms and alternative asset managers.

Insigneo Strengthens Its Presence in Puerto Rico With a New Managing Director

This addition is accompanied by the onboarding of Yomaris Negrón, his Client Service Associate, reinforcing the team in the Caribbean territory.

Broadridge Appoints Theo Golden as Head of Tokenized Product, International

Golden joins Broadridge from Baillie Gifford, where he served as Head of Digital Assets and built the firm’s digital asset capability from the ground up.

UBS Snags Merrill Duo Producing $7.5M in Silicon Valley

They are part of UBS’s San Francisco Market led by Emily de la Reguera and report to Silicon Valley Market Director Jacqueline Kehoe.

Baird Recruits Christy Gatien As Director And Financial Advisor In Bellevue

The appointments will strengthen Baird’s Bellevue office as the firm continues to recruit experienced financial advisors and expand its private wealth management operations.

Eastern Bank Appoints Alexander E. Anderson Senior Vice President Of Cambridge Trust Private Banking

His appointment strengthens the private banking division’s ability to support clients whose personal and professional financial affairs require coordination across multiple disciplines.

Duane Morris Welcomes Corporate Partner Alan J. Schwartz in New York

He represents investment funds in connection with fund formation tax matters and investors in connection with tax considerations and due diligence matters.

Axis names Kyle Sternadori and Mike Flaherty to expanded US casualty roles

Axis names Kyle Sternadori and Mike Flaherty to expanded US casualty roles Axis has strengthened its US casualty platform with the appointment of Kyle Sternadori as head of US excess casualty and Mike Flaherty as chief underwriting officer, wholesale casu

Hiscox hires Liberty Mutual veteran Paul Sanghera as US CFO

Sanghera brings more than 25 years of experience across specialty and commercial insurance.

Wedbush Welcomes Wealth Management Leader Jim McDermott as Managing Director, Investments in Chicago

He joins Wedbush from Osaic Wealth, following earlier roles at Wells Fargo Advisors, Oppenheimer & Co., Morgan Stanley, and Prudential Financial.

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