Managers of Wealth Americas

Visa appoints new chief financial officer

Chris Suh’s appointment comes seven months after the payments giant brought on a new CEO.

IQ-EQ names Judy Wang CFO for the Americas

She will be joining the organisation's newly expanded Americas operation on the heels of its September 2022 acquisition of JGM Fund Services

Stratos Wealth Advisors Welcomes Investment advisor Robert Hamer with over $250Million in client assets

Hamer joins Stratos from Asset Management Group, Ltd. where he was a managing director since 2016.

Financial Gravity Welcomes New Family Office Director Ray Rathel

As a Family Office Director, Ray is responsible for prescribing advanced tax solutions and ensuring his network of partners fill those solutions with fidelity to his plan.

Rockefeller Asset Management Names Tim Skiendzielewski Associate Portfolio Manager, Expanding its Small and SMid Cap Investing Team

He also will support expansion of the firm’s Small and SMid Cap platform, including the launching of new strategies and vehicles.

Financial Advisor Team Nautilus Wealth Management Joins UBS in La Jolla

Gregg and Jason are joined by Client Service Associate Saba Lak.

Shannon McAllister joins UBS Private Wealth as Financial Advisor in Boston

She focuses on developing and overseeing every detail of successful client relationships, offering highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet.

Evercore Wealth Management Names Neza Gallitano Managing Director, Wealth and Fiduciary Advisor

She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services.

SEI Appoints Head of New Business Ventures

Appointment of Sneha Shah Reinforces SEI’s Commitment to Driving Growth through Innovation

BS Snatches Three First Republic FAs from JPMorgan

The wirehouse has added a Boston-based advisor with annual production of about $2.3 million and a two-person team based in Southern California.

GoLogiq Appoints Hunter Gaylor as President and COO

Gaylor to Lead Company Global Expansion Through Organic Growth and Strategic Acquisitions

Cashplus appoints former HSBC and JP Morgan execs as NEDs

Cashplus say the pair have a “wealth of banking and technology expertise”, and will help improve board diversity.

Grant Thornton expands private equity offerings

Experienced business leaders Bill McManus and Alex Arata join the firm’s Private Equity industry practice to offer Value Creation Planning services

Everest hire former AXA XL executive to head Canada operations

He will also serve as a director on the Everest Canada Board of Directors.

Integrated Partners Creates Insurance Solutions Division, Adds Two Key Staff

Peter Kaplan will lead Integrated’s insurance business; Josh Benson will deepen relationships with the firm’s larger advisors and teams

Rockefeller Global Family Office Welcomes Three Private Advisor Teams, Increasing Presence in New York, Winter Park, and San Francisco

The team joins from First Republic and will report to Brian Riley, Pacific Northwest Divisional Director of Rockefeller Global Family Office.

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