Managers of Wealth Americas

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.

Don Bailey Joins AIG as Global Head of Distribution and Field Operations PDF Version

Mr. Bailey earned a B.S. in economics from Allegheny College and an M.B.A. from Eastern University.

Fulton Bank Names Dara Bachman President of Fulton Private Bank

She joined Fulton Private Bank from a private multi-family office where she proactively crafted and executed plans to help families across the country steward, preserve and transfer the wealth they worked so hard to create.

State Street Appoints New Chief Executive Officer for State Street Bank International GmbH

Dr. Andreas Przewloka brings 20 years of senior financial services leadership experience to State Street

Macquarie Capital appoints Eric Jacobs and Vince Lambert Co-Heads of US Healthcare, expanding coverage of the sector

Mr. Jacobs and Mr. Lambert bring decades of transaction experience and industry knowledge throughout the healthcare space

Prominent Banking Partners Join Latham & Watkins in New York

Corey Wright and Lisa Collier bring substantial experience representing financial institutions in a broad range of sophisticated leveraged finance transactions.

Janney Names Head of Wealth Management

Industry veteran assumes strategic direction and oversight of Janney's comprehensive advice and solutions platform

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