Managers of Wealth Americas

Cambridge Trust Announces Promotions and Retirement

Bank highlights new executive leadership

Macquarie Capital expands its infrastructure and energy team in Latin America, naming Kevin Nobels Managing Director

Macquarie Capital has been active in Latin America for the last two decades, providing advanced technical knowledge and flexible capital solutions to help clients and partners create sustainable, connected and resilient infrastructure assets.

M&T Bank Corporation Announces Key Leadership Changes

Daryl Bible to join as Chief Financial Officer Darren King and Chris Kay to assume expanded responsibilities

Chubb Appoints Global Climate Officer and Executive Director

Climate Specialist, Environmental Lawyer, Thought Leader on Sustainability and Evolving Climate Risks Joins Company

Avidian Wealth Solutions appoints Wealth Advisor

McGinness strengthens Avidian’s people-centric approach to wealth management with his diverse set of experiences for high-net-worth clients.

WTW appoints Evan Freely as new Global Head of Financial Solutions

In today’s uncertain economic environment, clients increasingly seek financial solutions for their credit

LPL Financial Continues to Expand Investment Research Team With New Head of Model Portfolio Management

Firm taps proven executive with 25+ years of international portfolio management experience

Concord Asset Management Names Chief Investment Officer

In his new role, Aiken will oversee CAM's investment strategies, including macroeconomic analysis, asset allocation, security selection, and trading and investment operations.

Blackrock's Larry Fink Forced to Run a Sustainability Gauntlet

Blackrock, the world's largest investment manager, is emblematic of the challenges many are facing, with many believing that it isn't doing anything right by anybody.

Andersen to Promote Twenty-Three Managing Directors in 2023

These leaders consistently demonstrate both stewardship and excellence in their work with our clients and our people,” said U.S. Country Managing Director, Dan DePaoli.

Balentine Makes Key Promotions to Bolster Service Offerings

Leading wealth management firm promotes veteran employees to chief investment officer, head of institutional relationships, and head of client experience to create a strong foundation for its continued rapid growth.

Anne Nolen Joins Fiduciary Trust as Chief People Officer

Nolen to oversee talent acquisition, diversity, equity and inclusion, and human resources management

Evan Sowers to Head Up Riverview Trust Company

Evan has more than 22 years of experience working in finance, trusts and investments, as well as consumer, small business and commercial banking.

Bank of America Adds Managing Director, Family Office Strategist

In the newly created role, Harsh Agarwal will deliver family office solutions to ultra-high-net-worth families in partnership with private bank-private client advisors and client teams.

Barclays appoints Jim Rossman as Global Head of Shareholder Advisory

Mr. Rossman joins Barclays from Lazard, where he was global head of the Shareholder Advisory group, which he founded in 2013, and also served as the head of the renewable energy team in the Power, Energy & Infrastructure group.

BOK Financial wealth management division names new chief operating officer

BOK Financial Corporation is a $45 billion regional financial services company headquartered in Tulsa, Oklahoma with $96 billion in assets under management and administration.

BNP Paribas Appoints Senior Executives to Global Markets Americas Platform

Mr. Hanisch joins BNP Paribas following two years on the buy-side at Hayfin Capital Management prior to which he was at Deutsche Bank for 12 years, most recently as Global Head of Securitized Products Trading.

Broadridge Appoints Martin Koopman as Chief Product Officer

He will be responsible for Broadridge's enterprise product vision and strategy, building enterprise-wide platforms to benefit Broadridge clients, empowering product management teams, and accelerating innovation in partnership with our technology team

SVB Appoints New Leadership for SVB Private and Silicon Valley Bank UK

SVB is the financial partner of the global innovation economy.

SouthState Welcomes Veteran Bankers to South Carolina, Alabama Teams

ur South Carolina and Alabama markets welcome seven skilled and knowledgeable bankers with experience in both commercial and private banking.

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