Managers of Wealth Americas

Goldman Sachs Names New Head of Retirement

Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.

InvestCloud Appoints Jeff Yabuki as Chairman and CEO

Yabuki’s Motive Partners role expands to include Chairman & CEO of InvestCloud, which sets the stage for the Company’s next phase of growth

Bank of America Names Naveed Shujaat President of Central Florida

Steve Alch to focus on leading Merrill in Southeast United States

JP Morgan AM expands European ETF sales team with triple hire

Appointments from Amundi, UBS Investment Bank and Susquehanna

Blackrock announces layoffs

BlackRock management announced layoffs in an internal memo.

NewEdge Wealth Adds Veteran Municipal Bond Manager Kevin McIntyre to Investment Team

Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm

Industry moves: Dave Kelly takes on new COO role with Richardson Wealth

Plus, new head of Fiera Canada, and IG Wealth focuses on recruitment

Banking Industry Innovators Kevin Moss and Catherine Gacad Join VALID Systems

The duo will contribute their extensive industry experience to guide VALID Systems in expanding its deposit risk platform

Churchill Asset Management Announces 2024 Promotions, Expands Operating Committee and Establishes New Executive Committee

Positioning the firm for continued growth, six senior professionals have also been added to Churchill’s Operating Committee

Northern Trust Asset Management Names Co-Head of Wealth Client Group

Suzanne Casey to Co-Lead Team Dedicated to Wealth Management Clients

Edwards-based wealth management firm adds two new members to the team Aprisent Financial Group now has four advisors

Aprisent Financial Group now has four advisors, reinforcing the firm’s commitment to providing clients with personalized, sophisticated financial planning and investment management.

Crestwood Advisors Names First President

Managing Partner Leah Sciabarrasi will take on additional responsibilities in support of continued growth and increasing complexity at the $5.3 billion Focus Financial Partners firm.

David Eisenreich Named WTW North America Head of Retirement

Eisenreich replaces the retiring Michael Archer.

Jennifer Pereira appointed Managing Director, Group Head of Fengate Private Equity

Jennifer brings a wealth of experience and an exceptional track record to her new role.

World Trade Center Utah appoints J.P. Morgan Private Bank Director to Board of Directors

WTC Utah and JPMorgan Chase have had a decade-long relationship that focuses on supporting Utah companies

Bill Crager to Step Down as Envestnet CEO

Board chairman James Fox will serve as interim CEO until a successor is found.

Justin Klunder Named CEO at Gray Private Wealth, LLC

Gray Private Wealth, LLC has announced that Justin Klunder, CFA has been promoted to Chief Executive Officer (CEO).

Citizens Hires Ex-First Republic Recruiting Chief For Wealth Push

He is expected to woo experienced brokers in part by promising referrals of high-end clients from Citizens Bank.

Hogan Lovells welcomes the New Year with 28 new partner and 59 new counsel promotions

The newly promoted partners work in 16 of the firm’s 45 offices across all of the firm’s regions, which span the Americas, Asia-Pacific, and Europe, the Middle East, and Africa.

GoldenTree Asset Management Hires Markus Taubert and Establishes Office in Germany

He will report to Kathy Sutherland, Chief Executive Officer and Partner at GoldenTree.

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