Managers of Wealth Americas

Alaska Wealth Advisors Promotes Chief Investment Officer

Halpin was previously Director of Investments for the past year, credited with leading the buildout of substantially deeper investment resources behind the fir

UBS Adds Francis Ahmed as Private Wealth Advisor in Florham Park

The appointment adds an advisor with experience serving ultra-high-net-worth families and institutions to UBS’s Florham Park operation.

Jennifer Fox Bensimon Named Head of Co-Investments at Partners Capital

Since joining the firm, Jennifer has been instrumental in leading a step-change in its Co-Investment strategy.

Broadridge Appoints Alex Duggan as Head of BPO International to Advance EMEA and APAC Growth and Expand Strategic Glasgow Hub

Duggan will lead Broadridge’s efforts to expand its business process outsourcing (BPO) presence with clients across Europe, the Middle East and Africa (EMEA) and Asia Pacific (APAC).

Bison Wealth welcomes Kaye

Based in New York, Kaye will report to Tom Scaturro, president of Bison Wealth.

Brown Brothers Harriman Announces Managing Partner Succession

Chief Financial Officer and longtime Partner Kevin Stone to lead BBH’s global businesses and drive the firm’s next chapter of growth

Chubb Names Sean Ringsted Chief Scientist and Executive Vice President, Chubb Group

Sean has been central in directing how Chubb uses data and analytics to drive decision-making across the company.

U.S. Bank Names Chris Peary Chief Private Banking Officer

He has spent two decades in increasingly senior leadership roles at U.S. Bank

Raymond James Financial Announces Key Executive Leadership Appointments

In addition to the Bank Segment, Curtis will continue overseeing Raymond James Investment Management, Marketing, Corporate Real Estate, and Office and Procurement Services.

$29B Choreo Hires Chief People Officer From Edelman Financial

She will report to Choreo CEO Jason Van de Loo, who said in a statement that she will help Choreo with its “next phase” in her new role.

Wells Fargo fires 22-year employee day after disability complaint, suit alleges

Approved accommodations sat undelivered for six weeks before the firing

Esparza joins Wilde Wealth Management Group

Based in the Deer Valley Airpark, Esparza will continue serving clients from his long-time Esparza Group office

Megan Neace joins Florida Trust Wealth Management

Neace has extensive experience interpreting trust instruments, wills and other estate planning documents.

Third Coast Bank Expands Corporate Banking Leadership

Names Bernie Lacayo Head of Corporate Banking

Winthrop Wealth Welcomes Scott Cohen and Robert Abendroth as Wealth Advisors

Cohen and Abendroth join Winthrop Wealth's multi-generational team of advisors, adding to the firm's experience in retirement and financial planning.

Alex Wells selected as Zurich U.S. CEO

Former President of U.S. Middle Market to lead commercial insurance provider’s U.S. business as Sierra Signorelli departs.

J.P. Morgan Private Bank Names Nelle Miller and William Sinclair Co-CEOs of U.S. Private Bank

Both executives bring substantial institutional experience to the leadership structure.

State Street Announces Leadership for Alpha and Enterprise Operations and Technology

Mostapha Tahiri Named President of State Street Alpha; Ann Fogarty Named Enterprise Chief Operating Officer

Pallas Capital Welcomes Emily Richard, CFA -- A Rising Force in Next-Gen Wealth Management

Pallas Capital is prepared to empower Emily with valuable resources and growth opportunities, propelling her career further in the industry.

J.P. Morgan Hires Wells Advisor Managing $533M in Palo Alto

Pourya Naeimi joined the bank’s traditional brokerage unit, J.P. Morgan Advisors, on September 4 along with client associate Brian Hackmeister

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