Managers of Wealth Americas

Circumference Group Names Karsten Lampka as Partner of Private Equity Investments

Veteran investor will lead Circumference Group's efforts to partner with middle market private companies to deliver long-term sustainable growth

JPM recruits private banker for offshore Mexico unit

Prior to JPM, Salinas Santos was a managing partner at Mexican private equity and family office firm Adas Capital for eight years.

Rockefeller Boosts Presence In Connecticut With $1.2B Firm

he team also includes Steven Cangialosi, vice president and private wealth advisor; Sean Reidy, vice president and private wealth advisor; and Kelly Flaherty, senior vice president and director of operations and onboarding initiatives.

First Financial Bank, N.A. Names Esch Hereford Region Chairman and CEO

He first arrived at Happy State Bank in March 2017 as SVP & Director of Operations and was responsible for the daily operations of the bank, including deposit operations, training and information technology.

First Financial Bank, N.A. Names Esch Hereford Region Chairman and CEO

Since January 2019, Esch has served as Senior Vice President (SVP) of Private Banking and Commercial Lending at Happy State Bank and Trust Company in Amarillo, Texas

Lazard Names Evan L. Russo Chief Executive Officer of Asset Management, Succeeding Ashish Bhutani, Who Will Retire After Nearly Two Decades Leading the Business

Alexander F. Stern, President of Lazard, to Retire From the Firm at Year End After Nearly 30 Years

Citizens Names Ben Vinzant as Chief Data and Analytics Officer

Prior to joining JPMorgan Chase, Vinzant spent more than a decade at Wells Fargo where he led enterprise insights in a variety of data management disciplines.

Northern Trust Asset Management Names Co-Head of Fixed Income

Thomas Swaney Joins with Deep Experience in Innovative Portfolio Construction

CAIS Announces Members of CAIS Advisory Council

Members are comprised of wealth management professionals with deep experience across the industry

Societe Generale makes Latam appointments

Societe Generale Americas appoints Luiz Sainz, Head of Latin America, and Beatriz Lacaz, Country Head of Brazil

SEI Announces Appointment of Ryan Hicke as Next CEO

Chairman and Founder Alfred P. West, Jr. to Become Executive Chairman

Faiza Rahman Joins Ropes & Gray in New York as a Partner in the Capital Markets Practice

Faiza is ranked in Chambers as a leading lawyer for capital markets.

JPMAM Hires Former Florida State Board CIO

“As Springsteen said, first you have to get your facts learned. And gathering facts is something J.P. Morgan has an extraordinary information edge in,” says Williams.

Centura Wealth Advisory Nabs Wealth Management Leader

San Diego based wealth management firm welcomes Chris Osmond, CFA, CAIA®, CFP® as their new Partner & Chief Investment Officer

Craig McNeil joins Capgemini Invent as president for North America

Capgemini Invent today has a global team of more than 10,000 strategists, product and experience designers, brand experts, data scientists, and technologists.

BNY Mellon Wealth Management nameds Senior Client Strategist

He joins BNY Mellon Wealth Management from Fidelity Family Office Services, where he served as vice president, business development.

Barclays appoints Americas Head of International Corporate Banking

In his new role, Graham will lead the strategy and execution for the International Corporate Banking business in the Americas.

Cresset Hires Trio of Wealth Advisors

Chris Georgopoulos, Thomas McKeown, and Beth Kytle Chandler join Cresset's West Palm Beach, Chicago, and Atlanta offices

Fernando Vallada appointed CEO of Julius Baer Family Office in Brazil

This management change will pave the way to meet Julius Baer's ambitious growth targets for Brazil and to create a more dynamic Julius Baer franchise in the country under one leadership.

Maxim Group Hires Eric Cheng as Its Head of Healthcare Investment Banking

Mr. Cheng also served as Chief Business Officer for Medicus Sciences Acquisition Corp., and Co-Head of Healthcare Investment Banking at Roth Capital Partners.

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