Managers of Wealth Americas

Alvarez & Marsal Appoints John Scerbo to Establish Fund Management Solutions Practice

Private Equity veteran to advise PE clients on optimizing operations, becoming more productive and addressing risks

Northern Trust Appoints Patrick Dominick Senior Managing Director in Barrington Office

He was responsible for the day-to-day management, strategic planning and growth of $5 billion in assets under management and administration.

Booz Allen Names COO

Leader to drive operational performance, growth strategy

Baker Tilly appoints Private Wealth Practice head

In his new role, Campbell will be responsible for strategy and operations of Baker Tilly’s private wealth practice

Perigon Wealth Management Successfully Recruits Advisors With Over $750 Million in Assets Under Management

Addition of California Wealth Manager and Delaware-based Team is Continuation of Firm's Growth Trajectory and a Testament to the Scope of its Offerings and Support Solutions

Casey Franz Named to Lead Digital Strategy at Merrill Lynch

Casey Franz replaces Kabir Sethi as its new head of platforms and capabilities.

J.P. Morgan Asset Management Hires New Global Data Science Head

She joins J.P. Morgan from Point 72

First Northern Bank and First Northern Community Bancorp CEO Announces Retirement

It has been an absolute privilege and honor to serve First Northern Bank’s customers, employees, and community members for over 43 years.

Lincoln Financial Group Promotes Head of Annuity Business

Brian Kroll to retire after 18 years at Lincoln Financial and 40 years in the industry

Noel Maye To Step Down As Financial Planning Standards Board Ltd. CEO

“It’s been my privilege to have served the international CFP certification program, global financial planning profession and FPSB for two decades,”

Truist announces retirement of Chief Financial Officer

As Truist conducts the search for its new CFO, Bible will continue to serve in his current role to support a successful transition.

Wealth Management Solutions Welcomes Melissa Bergeron

Recent hire highlights a new era of growth for Wealth Management Solutions LLC, a registered investment advisory firm committed to reimagining how financial advice and services are designed and delivered.

Signature Bank Launches New National Business Line With Appointment of Healthcare Banking and Finance Team

Nine Seasoned Banking Professionals Comprise New Private Client Banking Team to Serve Healthcare Industry

Principal Financial Group® Names H. Elizabeth Mitchell to Board of Directors

Mitchell retired as President and CEO of Renaissance in 2016 after joining the company as part of an acquisition of Platinum Underwriters Reinsurance Inc., a property, casualty, and health reinsurance firm, where she had served as President and CEO for 10

BNY Mellon Wealth Management Names New Chief Fiduciary Officer

She is a talented and proven fiduciary leader with notable experience overseeing intricate fiduciary businesses

NewEdge Wealth Names Chief Investment Officer

Dynamic thought leader boosts firm’s investment program to support family office and institutional clients

Wilmington Trust Appoints Senior Wealth Advisor to Palm Beach Office

He will be responsible for providing comprehensive wealth management advice

Twenty four wealth welcomes private wealth advisor

After a successful 20-year career at Barnum Financial Group, a branch of MassMutual Financial Services, Truino departed with his team to execute his vision for Twenty Four Wealth, an independent practice with six Private Wealth Advisors and eleven support

SVB Private Appoints Head of Advisor Business Development

He is responsible for directing SVB Private's national advisor recruiting strategy and execution.

Wells Fargo Appoints Chief Auditor

He has served as the company’s interim chief auditor since February 2022

People Moves