Managers of Wealth Americas

Northern Trust Wealth Management Appoints Beata Kirr as Chief Investment Officer of Global Family Office

Kirr will oversee investment strategy for GFO, leading portfolio construction and delivering investment insights to ultra-high-net-worth families and family offices.

Masttro Appoints Dan Gorlick as Chief Product Officer

Veteran product leader from BlackRock, Google Cloud, and S&P Global joins Masttro, the AI-powered data platform for family offices, private banks, and RIAs that serve UHNW clients, to lead product strategy and shape ongoing growth plans

RFG Advisory Invests AI Notetaking Platform Zocks

The RIA has also named Zocks co-founder and CEO Mark Gilbert and former Envestnet executive Jim Patrick to its board of directors.

JPMorgan Chase: Hiring Of Senior Dealmakers Signals Push Into AI And Technology Investment Banking

Both join JPMorgan as managing directors, bringing deep experience advising major technology companies on mergers, acquisitions, and capital markets transactions.

Boutique bank Evercore hired a JPMorgan industrials banker, promoted him to MD

Allen Shalam joined Evercore last week as a managing director, based in the firm’s New York office.

US Bank taps former NFL player Steven Israel to expand athlete-focused wealth push

Ex-player’s financial services career was most recently with JPMorgan Private Bank.

$62B RIA Clearstead Hires M&A Head

In addition, Raymond James hires an ETF strategy head from Dimensional Funds, Cetera taps a growth lead from Fidelity, Harbourfront Wealth CEO names his replacement, and Rossby hires a compliance chief.

Associated Bank hires Lisa Buetow as senior vice president, Private Banking, major metro markets director to accelerate growth

Prior to that, Buetow held senior leadership roles at Abbot Downing

NFL Veteran Steven Israel joins U.S. Bank Wealth Management to Drive Efforts to Help Professional Athletes with their Financial Needs

The collaboration builds on a strong, trusted relationship between the two organizations spanning more than 20 years and represents a shared commitment to innovation and financial stability.

UBS Hires Financial Advisor Brad Gillin in New York City

He will report to Senior Market Director Tom Conigatti.

Titanbay Expands Swiss Advisory Board with Appointment of Adrian Nösberger

Former CEO of Schroder & Co Bank AG and President of the Association of Foreign Banks in Switzerland joins as private markets infrastructure demand accelerates

Baird recruits $1 billion investment advisory team in Indianapolis

The team is led by directors Don Hutchinson, Dean Weseli, and Jeff Borgert, veteran advisors each with more than two decades of industry experience.

Marsh appoints Niall O’Sullivan as Mercer’s Global Chief Investment Officer

Mr. O’Sullivan and Mr. Kaveh will report to Michael Dempsey, Mercer’s President for Investments and Retirement, and remain based in Dublin.

Insigneo Formalizes Partnership with Alius Capital Partners to Build Dedicated Real Estate Vertical

Building on a year of collaboration, the partnership establishes a proactive, curated approach to private real estate access across Insigneo’s international network of investment professionals

Hamilton Lane Announces Senior Promotions and Appointments Across Firm

Over 25 promotions and appointments to Managing Director and Principal reflect the firm’s continued growth and expansion of its product offerings and client and investment teams

Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley

Melissa Nims takes over for Jeremiah Barlow, who has been appointed to the newly created chief commercial officer position.

New Apple CEO John Ternus faces 7 big challenges as Tim Cook steps down

As many on the Street expected, he will be succeeded by John Ternus, currently Apple's senior vice president of hardware engineering.

Baringa hires Michael Cheek as partner in banking and capital markets

He has deep expertise working with executive teams on trading and post-trade change, regulatory programs, operating model redesign, and technology-enabled initiatives.

Price Forbes Re appoints Erik Matson as senior adviser

Mr Matson is the founder of Bridgehaven Europe and Transverse Insurance Group, where he is credited with coining the term “hybrid-front”.

Alts Platform Gridline Hires First COO From CAIS

Fresh off a Series A funding round, Gridline is doubling down on scaling operations and infrastructure with the appointment of Chris Crawford.

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