Managers of Wealth Americas

Mesirow Broadens Wealth Management Capabilities with Appointment of Estate Planning Specialist Rebecca Solomon

She will serve as a centralized, specialized estate planning resource for Mesirow's Wealth Advisor teams

First Fidelity Bank Elects Three New Board Members

Steve Hayes currently serves as Senior Vice President and Branch Manager in Presho.

Avantax Welcomes Stephen Whyte and his Four-Generation Tax and Wealth Management Firm

Over the years, I’ve learned how broker-dealers work

Northern Trust Appoints Wing Wilson Chief Fiduciary Officer, East Region

Wilson has more than 15 years of experience in fiduciary services

AllianceBernstein creates new global head of investments role

Equities head to take on remit covering equity, fixed income, multi asset and hedge fund solutions, investment solutions and sciences, plus the firm’s responsibility team.

Kingswood U.S. Adds More Than $730 Million with Recruitment of 16 Financial Advisors

Headquartered in New York and Miami, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.

BofA appoints 334 new managing directors, down 8% from last year

The new promotions included 75 investment bankers and 64 employees from the trading division.

Two Long-standing Credit Suisse Executives Join U.S. Asset Manager

Both will be working from Zurich, according to an announcement on Monday.

Four Financial Advisors join UBS in Atlanta, Georgia

They join the UBS Southeast Wealth Management Market, led by Market Executive Lane Strumlauf, and will be located in the Atlanta, Georgia office

Atria Wealth Solutions Welcomes $350 Million Team from Osaic

OPOC.US Joins Atria's Cadaret Grant for Award-Winning Technology and Advisor-Centric Culture

Edinburgh and New York CEOs Andrew Ward and Charles Ferraz join the Group of Boutique Asset Managers.

Ward and Ferraz have joined to add their experience into the mix across the network and increase the presence of both the Group and its constituents across the investment industry.

Chubb Appoints Federico Spagnoli to Lead Consumer Lines for its International General Insurance Operations

Experienced executive to focus on optimizing full strength of Chubb's consumer insurance offering across international markets

TD Bank Group Announces Changes to Senior Executive Team

Ray Chun becomes Group Head, Canadian Personal Banking

Goldman Sachs hired Rupert Murdoch's daughters as interns for 2024

Grace is studying history at Yale; Chloe is studying at Stanford.

Citi just promoted these 40 new MDs in its markets business

Gresty has been at Citi since 2003 and trades emerging markets FX in the Africa market. Gregory joined in 2001 and trades local markets rates.

J.P. Morgan Private Bank Welcomes Derek Hoyt

Hoyt joins the firm from Silicon Valley Bank.

Veris Wealth Partners Hires Veteran Wealth Manager to Serve Growing Demand for Sustainable Finance Advisory Services for Families and Foundations

Elena Ladygina, CFA, CFP® joins as Senior Advisor

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