Managers of Wealth Americas

Farther Recruits $160M Michigan Team From Dynamic

Crooked Tree Capital Advisors, a team of advisors in Petoskey, Mich., brings $160 million in client assets to Farther.

JPMorgan hired a senior systematic equities MD from hedge fund Millennium

Bloomberg reported in 2022 that the program trading team at Goldman Sachs generated $1.4bn in a two-year period with a headcount of just 20.

JPMorgan hired a senior systematic equities MD from hedge fund Millennium

Bloomberg reported in 2022 that the program trading team at Goldman Sachs generated $1.4bn in a two-year period with a headcount of just 20.

LPL and Private Advisor Group Welcome Wilson Peak Wealth Management

The team provides comprehensive financial planning services, specializing in tax and estate planning strategies, and they serve professionals, next generation accumulators, retirees, entrepreneurs and families.

Axa XL hires former AIG executive Liz Rychling to grow Americas platform

Rychling has been appointed head of broker relations for large commercial and mid-market in Axa XL’s Americas business.

Sapient Capital Recruits Veteran Private Banker, Welcoming Sarah White as a Partner and Advisor

White's addition reflects Sapient's ongoing momentum attracting senior private wealth professionals who value independence

ThetRay appoints Brad Levy as CEO

Levy brings decades of experience building and leading mission-critical financial infrastructure at scale.

New partner joins Mattos Filho’s Banking and Finance practice

Experienced in handling complex financial system matters, Fábio Perez joins the firm amid regulatory updates in the sector

CFP Board Names Chief Operating Officer as New CEO

K. Dane Snowden will assume leadership from Kevin Keller, who is retiring after nearly two decades at the helm of the organization.

Ex-Bridgewater Executive Is Hired by Florida-Based CV Advisors

Hailey Gordon spent more than six years at Bridgewater. She will work closely with CV Advisors CEO Elliot Dornbusch.

BNY Wealth names Brian Riley as Global Head of Wealth Business

In his new position, Riley is responsible for setting the strategic direction of BNY Wealth, driving business expansion and enhancing the client experience across the platform.

PlainsCapital Bank Welcomes Burleigh as SVP, Senior Wealth Management Administrator

In his new role, Burleigh will manage client relationships and oversee the administration of complex trust, investment agency, retirement and custody accounts.

Wells Fargo & Co. Adds 12 Advisers

The local Wells Fargo operations lands a group of wealth advisers who add billions in assets to the institution.

Partners Capital makes three partner and four managing director promotions

The new Partners are John Beil, Sam Hufton, and Emmanuel Pitsilis, and the news MDs are Jeff McDonnell, Olivia Newell, Alyssa (Lissie) Rau, and Jonny Richards.

Collaborative Capital Advisors Names Michael Moriarty Chief Investment Officer

Seasoned Investment Professional Brings Decades of Experience to Collaborative's Leadership Team

UBS Hires Financial Advisor Jeff Miller in Bellevue, WA

The Miller Group will be the latest addition to the UBS Pacific Northwest Market

Cetin Duransoy steps down as Raisin US CEO

Amid the leadership transition, Raisin US has also confirmed with FinTech Futures the appointment of former UBS executive Michael Blum as executive chairman of the regional division.

SEI Appoints Paul Lehman to Lead Bank Asset Management Distribution

Appointment Strengthens Commitment to Delivering Investment Solutions Built for Wealth Management Evolution

World Investment Advisors, JPMorgan Private Bank name senior hires

World hires former Osaic exec as new CFO to steer growth; JPMorgan recruits investment strategist from Bloomberg.

Wellington Management Appoints Alex Behm to Strengthen Secondaries Capabilities

Alex will oversee the development and management of the secondary investment capabilities for the firm’s Venture Growth Evergreen platform

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