Managers of Wealth Americas

Newton appoints co-heads to £11.9bn real return strategy

Andy Warwick and Aron Pataki will lead a team of eight on the £11.9bn BNY Mellon Real Return strategy, with an average experience of 13 years.

Merrill Lynch names wealth management adviser

A CFP certificant, Brian looks forward to helping clients develop a personalized financial plan and investment approach.

Raymond James continues expansion of Healthcare Investment Banking Practice, hires three senior bankers

All three are seasoned investment banking professionals with at least 15 years of healthcare investment banking experience.

Lombard Odier Group reinforces team in Brazil with top-level hires

With almost 30 years of experience in the Brazilian financial market, Rogerio Zanin joins Lombard Odier from Julius Baer Family Office, where he headed the commercial area and was part of the Executive Committee.

Blackstone Expands Leadership Team in Growing Private Credit Business

The new leadership roles correspond with the significant expansion of Blackstone Credit, where total assets under management have grown 135% over the past five years to $234 billion.

Gen Re Life names Chandrasena as President & CEO

Before joining Gen Re, his last role at Swiss Re was to lead its North America Inforce Management function.

Holmes Murphy appoints executives to board of managers

These promotions are a true depiction of Holmes Murphy’s commitment to evolving and expanding our talent base

Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic

Based in Florida and New York, the team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

Morgan Stanley’s COO Jon Pruzan exits firm

Gorman has been CEO since January 2010, a 13-year run in which the bank recovered from near calamity during the financial crisis, transforming itself into a business relying on the twin engines of the investment bank and wealth management.

Blackstone Expands Leadership Team in Growing Private Credit Business

The new leadership roles correspond with the significant expansion of Blackstone Credit, where total assets under management have grown 135% over the past five years to $234 billion.

Goldman Sachs Adds Former Raymond James Team to Custody Platform

Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its 'sophisticated wealth management solutions.'

Socius Family Office - Announces Ron Tenhagen as Chief Investment Officer

Ron has 19 years of experience as an institutional investor and is an expert in portfolio construction, asset allocation and alternative asset manager research.

Blackrock Veteran Named as APAC Wealth Head

Previously, he also worked at Barclays and BGI, which was acquired by BlackRock in 2008.

Nicola Wealth welcomes two new wealth planners

Fast-growing Canadian investment management firm adds two Calgary-based professionals

Empower Appoints Carol Waddell to Lead Individual Investor Unit

Combined business unit aims to accelerate firm’s engagement with consumers

Janney Montgomery Scott names new wealth management chief

With 30 years of experience in the fields of financial services, wealth management and technology, Yackel previously held various leadership positions at SEI, Envestnet, Fortigent and Prudential.

Aspen appoints new head of US distribution

Prior to Arch, Acker spent time at both ACE Group and The Hartford.

AXG Advisors Acquires the operations of Rose Glen, LLC

Morey Goldberg and team join forces with George Papanier and Adam Pauska, expanding global capabilities for discerning, ultra-high net worth families

Lincoln Financial Group Names Rodney Kuntz Vice President, Group Benefits Small Business Sales and Channel Development

Kuntz brings more than two decades of leadership and group benefits experience to the company

New Houston team continues growth of Withers' Texas strategy

The team also includes senior associate Phillip Black and associate Esteban Martinez.

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