Managers of Wealth Americas

Ameritas Names New CEO, New President to start in 2024

Bill Lester will retire next year, with Bob Jurgensmeier set to succeed him as CEO and Susan Wilkinson as president and chief operating officer.

William Blair Adds Two Senior Hires to Growing Private Capital Advisory Team

“I’m thrilled to welcome Matt and Hudson to William Blair and the Private Capital Advisory team,”

NewEdge Wealth Names 30-Year Veteran, Richard Ina, as Partner

His previous two associates, Alison Ina and Paige Muirhead, will also join NewEdge Wealth.

J.P. Morgan Asset Management Hires Interest Rates Expert

Experienced investor joins the firm from TD Securities

Azqore names a new deputy CEO

He joined BNP Paribas in 1994

Cambridge Trust Company Announces Jeffrey Smith as Head of Wealth Management

"Cambridge Trust's reputation and history as a conservatively managed and client-focused institution is well known in the marketplace."

Calamos Wealth Management expands capabilities with addition of Chief Investment Officer and Chief Wealth Strategist

"Calamos was founded as a wealth management firm and it has remained an important and growing part of our business since,"

Comgest hires two US equity analysts

Zhang and Manfredini

JP Morgan Asset Management appoints interest rates expert as MD

Misra, who will report to Kay Herr, head of research and incoming US chief investment officer for GFICC, will take up her new role in August.

Cambridge Trust appoints head of wealth management

Jeffrey Smith has been appointed as the new leader of Cambridge Trust company's wealth management division, a part of Cambridge Bancorp.

Ryan Fernandes Joins Broadhaven as Managing Director

Prior to Thunder Bridge, he was with Morgan Stanley in the Investment Banking Division where he led Morgan Stanley’s global coverage of the payments technology sector.

Sareena Dalla Brookshire Named Chief Product Officer

Sareena joins BNY Mellon | Pershing from The Vanguard Group

Associated Bank welcomes Arnold Brown as private banking executive in Chicago

He has been in the Chicago market for 30 years where he has focused on the legal, accounting, engineering and healthcare industries.

Douglas Gill, 30-Year Industry Veteran, Joins Snowden Lane Partners with $420 Million in Client Assets

New Money and You: Seniors Edition empowers Canadians with knowledge and builds financial confidence

Deutsche Bank is Hiring Latam Bankers in Switzerland

Schuchard will report to Billy Obregon and lead the Latam team in Switzerland, responsible for both Geneva and the newly created Latam desk in Zurich.

William Blair Expands Private Wealth Teams in San Francisco, Denver

Laura Harrison Ward joins as managing director, wealth advisor in San Francisco, and Mark N. Warren and John D. Warren join as managing directors, wealth advisors in Denver.

Raymond James recruits five-person Morgan Stanley team for int’l unit

Edelman Financial Engines Names New CEO; Larry Raffone to Become Chairman of the Board

Jay Shah; Edelman Financial Engines, a top independent wealth planning and workplace investment advisory firm, announced today that its board of directors has named Jay Shah to become the firm’s new CEO, effective August 18, 2023.

Former JPMorgan top executive moves to Wells Fargo Advisors

He will also collaborate with officials overseeing the unit's advisor recruitment, team and succession planning, event organization for advisors, branch and client communications and other efforts.

JPM boosts LatAm private banking unit with new Colombia hire

Juan Andrés Gutiérrez Bacci is joining from Colombian investment bank Visum.

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