Managers of Wealth Americas

MTI Financial Advisors Congratulates New Team Members on One Year of Success

He served as an intellectual property lawyer for over five years, working for law firms Dykema Gossett PLLC and Schwegman Lundberg & Woessner, P.A.

International General Insurance Chief Actuary to Join AIG

Mr. Fulcher’s responsibilities will include determining appropriate pricing, reserving, and establishing risk and actuarial objectives that are aligned with AIG’s global actuarial strategies.

Financial Advisor Brett C. Moore Joins UBS in Beverly Hills, CA

He spent the past five years as a Portfolio Management Director at Morgan Stanley

Wilmington Trust Adds Wealth Advisor and Senior Wealth Investment Advisor To Growing New York and Tri-State Team

These hires highlight Wilmington Trust's continued momentum in New York City, the Tri-State region, and beyond, which began with the October 2020 expansion of an enhanced, client-centric operating model across its Wealth Management divisions.

CIG Capital Advisors Names New Head of Wealth Management

Michele Hennessy Joins Firm to Support Continued Innovation & Growth

Sklar Kirsh elevates two attorneys in real estate and litigation to Partner

The promotion of Serineh Baghdasarian and Molly Madden is effective Jan. 1

Manny Picciola named Americas head at L.E.K. Consulting

Picciola has been at L.E.K. since 2008, most recently serving as global co-head of the consumer sector. He has more than 20 years of consulting experience and has directed more than 500 projects in strategy, channel management, consumer segmentation, turn

PA Consulting adds Nathan Wicker to launch turnaround offering

“Nathan joins at an exciting time in PA’s Energy and Utilities practice. We are rapidly expanding our capabilities across the sector with a host of senior hires and delivering work for clients that’s accelerating many of them towards the

Mercer appoints Sylvia Diez and Brett Gerard to senior leadership roles

Diez holds a bachelor’s degree in marketing from Robert Morris University.

BNY Mellon Wealth Management Names Senior Client Strategist in Philadelphia

David joins BNY Mellon Wealth Management from WHYY, Philadelphia's local, member-supported NPR and PBS station, where he served as the director of philanthropy.

Swiss bank appoints head of new Miami biz

The Miami space will also act as a complement to Vontobel’s existing US asset management business which has offices close by in Fort Lauderdale, Florida and a domestic base in New York.

Voya Investment Management appoints Head of ESG Research

In this new role, Kane is responsible for leading Voya IM’s ESG investment research process

International Sustainability Standards Board appoints new Chair

The appointment follows the announcement at COP26 in November about the creation of the ISSB

EFG hires industry vet from Pershing to lead LatAm operations unit

A spokesperson for EFG confirmed his hire.

Financial Advisor joins UBS

In this role, Debbie provided full-service banking, lending, investment management, wealth strategies and solutions to ultra-high net worth individuals.

BNY Mellon boosts board

Prior to this role, Ms. O'Connor held several senior leadership positions at the firm including Global Treasurer and head of Prime Services and was a member of the firm's Executive Committee.

AIG appoints Global Head of Strategy & ESG

“I am excited to join AIG at such a pivotal time and to contribute to a transformation that is building focused, profitable growth for the company and delivering sustainable value to its stakeholders. I share AIG’s commitment to transparent E

Sanctuary Wealth Welcomes Carmen Maria Irazola as Director, Head of Global Marketing and Digital Strategy

She has proven herself to be a leader with an entrepreneurial mindset capable of leading strategic communication initiatives and developing and implementing successful marketing strategies.

IQ-EQ Hires Darrell King as Director of Private Wealth in the Americas

In this newly created senior role, Darrell will be based in IQ-EQ’s New York office.

American Express: Organization Announcement

Please join me in thanking Marc for his leadership and contributions during his tenure at American Express and wishing him the best on his retirement.

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