Managers of Wealth Americas

Citizens Names Head of Citizens Private Bank

She will report directly to Brendan Coughlin, Vice Chairman and Head of Consumer Banking.

Former Credit Suisse LatAm private banker joins JPM Miami biz

Adolfo Acebras Alva has joined JPM's unit covering Mexico, with its market head aiming to recruit up to a dozen advisors for her team this year.

Barclays appoints Head of Investment Banking for Mexico

He joins Barclays from Bank of America, where he was Head of Mexico Investment Banking from 2017.

Barclays announces Spyros Svoronos as Global Co-Head of Industrials in Investment Banking

Mr. Svoronos joins as Global Co-Head of Industrials alongside John Lange; appointment strengthens Barclays’ global team in this important sector.

Morgan Stanley hires Kagan from Citi for structured M&A

A number of Wall Street banks have investment banking teams that work on so-called structured deals, which include corporate restructuring transactions such as corporate carveouts and spin-outs.

Goldman Sachs CEO David Solomon brings ally Thomas Montag on board of directors

Montag left Goldman Sachs to join Merrill Lynch in 2008, which was then taken over by Bank of America during the throes of the financial crisis.

Broadridge appoints President, Canada

Broadridge has been an important provider of technology and services to the Canadian financial services industry for over 30 years.

Paul Black II, Leslie Hammond, Kelly Maxwell and Alan Patterson join Coastal States Bank's Commercial Banking Team in Atlanta

Kelly Maxwell brings 30 years of experience to her position as Senior Vice President, Commercial Banker and will provide lending, deposit and treasury management solutions to business customers in the Atlanta area.

Homrich Berg Expands Family Office Division With the Addition of Lauren Vick Burthey as Director

Burthey brings more than a decade of experience across wealth management, recruiting and consulting

Lightyear Capital adds Tom Naratil as Operating Partner

Will Support Growth and Investment in Wealth Management and Financial Services

Scotiabank Announces the Appointment of Glen Gowland to Vice Chair and Jacqui Allard to Group Head

Jacqui Allard will assume the role of Deputy Head, Global Wealth Management on September 1, 2023, reporting to Glen Gowland

Janus Henderson is Excited to Announce New Hires to its Equities Team

Returning to Janus Henderson, the firm is delighted to welcome Marc Pinto back as Head of Americas Equities.

Thomas Montag Joins Goldman Sachs Board of Directors

Mr. Montag will also become a member of each of the Board’s Audit, Governance and Risk Committees.

Boston Omaha Asset Management Announces Managing Director

Sydney arrives at Boston Omaha Asset Management after an accomplished career in the finance industry.

Flagstar Bank hires six First Republic teams to expand private banking

Citizens Financial Group (CFG.N) recently added 50 new senior private bankers and another 100 support staff in Boston, Florida, New York and San Francisco, mostly from First Republic.

Macquarie Capital names advisory veteran Joseph Gatto as Senior Advisor – Global Consumer and Retail

In 2019, Mr. Gatto founded Orient Point Partners, focused on strategic advisory and principal investments in consumer wellness working with corporations, private equity, venture capital firms and founder-led enterprises.

State Bank announces new chief wealth management officer

Mason resides near Lima with her husband, Todd, and has five children and 10 grandchildren.

Kelly Johnston returns to Mechanics Bank to lead Wealth Management unit

Accompanying her are private banking professionals Phil Donnici and Lauren Goeppert

Barclays expands M&A franchise with key appointments

Dan Grabos and Jonathan Gerst to take on augmented roles in M&A.

Berkshire Bank Names Private Banking SVP

He brings more than 30 years of experience in the financial services industry within the Boston area.

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