Managers of Wealth Americas

Raymond James Names New Head of Advisor Inclusion Networks

The networks provide advisors with a forum for sharing resources, strategies and ideas to enhance their businesses and serve the communities they represent.

Bank of America's Christine Katziff talks impact of three-decade partnership with UNC Charlotte

She joined the board in 2019 and was recently reappointed to serve a second term starting July 1.

U.S. Bank Names Jimmy Whang as Head of Commercial Products, Effective on June 30, 2023

In this role, he oversaw the bank's corporate and municipal bond origination, sales, and trading activities.

New senior risk director at The Related Group

He joined the company as risk manager in May 2017 before being promoted in March 2021, also in the Miami/Fort Lauderdale Area.

Financial Advisors Mark Alibrandi and Stephen Alibrandi Join UBS Private Wealth in Boston

Mark and Stephen join the UBS Greater Boston Market managed by Jim Ducey, and will be located in the Boston Private Wealth Management office, reporting to Market Director Max Bardeen.

Goldman Sachs taps former Bank of America executive Tom Montag for board

Montag, described by his peers as a hard-charging executive, was formerly a partner at Goldman Sachs and jointly led its securities division until late 2007. He was at the bank for 22 years.

Daniel Lykken Joins American Business Bank as Regional Executive Vice President of the San Fernando Valley Office

“This region is a market anticipated for growth, and our bankers are energized to continue efforts to partner with the best businesses in the San Fernando Valley”

JP Morgan Chase appoints new chief data and analytics officer

In her new role, Heitsenrether will be responsible for leading the adoption of artificial intelligence (AI) across the bank’s operations.

Manulife Investment Management names next CIO, Public Markets

Incoming leader to take over from asset management veteran as part of year-long transition plan

Goldman Sachs Unloads Managing Directors

Goldman Sachs has seen at least three founds of job cuts in less than a year

Chubb Appoints Chief Operating Officer of Global Reinsurance

The appointment is effective immediately.

Billionaire-Owned EdTech Firm Byju’s Faces Yet Another Crisis As Deloitte Resigns As Auditor

This comprehensive audit coverage will provide a holistic view of Byju's financial performance and ensure transparency across the organization.

UMB announces the addition of former State Street executive to Investment Managers Series Trust board

James “Jim” Ross brings over three decades of fund industry experience to trustee board

A Tesla layoffs timeline of job cuts and hiring freezes

In early 2019, Tesla laid off 7% of its staff in its second round of layoffs in just seven months.

GoLogiq Appoints Hunter Gaylor as President and COO

Gaylor to Lead Company Global Expansion Through Organic Growth and Strategic Acquisitions

Visa appoints new chief financial officer

Chris Suh’s appointment comes seven months after the payments giant brought on a new CEO.

IQ-EQ names Judy Wang CFO for the Americas

She will be joining the organisation's newly expanded Americas operation on the heels of its September 2022 acquisition of JGM Fund Services

Stratos Wealth Advisors Welcomes Investment advisor Robert Hamer with over $250Million in client assets

Hamer joins Stratos from Asset Management Group, Ltd. where he was a managing director since 2016.

Financial Gravity Welcomes New Family Office Director Ray Rathel

As a Family Office Director, Ray is responsible for prescribing advanced tax solutions and ensuring his network of partners fill those solutions with fidelity to his plan.

Rockefeller Asset Management Names Tim Skiendzielewski Associate Portfolio Manager, Expanding its Small and SMid Cap Investing Team

He also will support expansion of the firm’s Small and SMid Cap platform, including the launching of new strategies and vehicles.

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