Managers of Wealth Americas

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.

SmartBank appoints chief banking officer

The firm has brought in a name with plenty of leadership experience.

OneSpan Inc. Announces Leadership Change

Mr. Limongelli replaces Matthew Moynahan, with the change effective immediately.

Mark Shelton Appointed General Counsel for State Street Corporation

Mark is an accomplished financial institutions attorney with a commercial orientation and deep knowledge of the banking industry

Andersen Announces 30 Promoted Managing Directors in 2024

As of January 1, 2024, Andersen will boast more than 280 Managing Directors throughout the United States.

Fiduciary Trust International Welcomes Matthew W. McKean as Wealth Director in Boca Raton Office

Industry Veteran Joins Firm to Propel Further Growth in South Florida

Longtime BCB Bancorp leader retires, successor takes reins

During his tenure, Shriner oversaw Millington Bank’s conversion from a mutual holding company structure to a fully public institution

InvestCloud Appoints James Young as Chief Information Officer

InvestCloud continues to bolster leadership with top industry talent

Berkshire (BHSI) makes two key promotions within its NA claims team

Robert Romeo Head of Claims, North America, at BHSI, commented: “It is my pleasure to welcome three teammates

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