Managers of Wealth Americas

Brighton Jones Promotes Melinda Torres to Chief Marketing Officer

Melinda joined Brighton Jones in March 2025

Morgan Lewis Deepens Private Client and Private Funds Tax Capabilities with Two-Partner Addition

Together, these additions advance the firm’s commitment to delivering integrated tax advice that benefits private clients, family offices, and investment managers across key financial centers and asset classes worldwide.

SEI Appoints Jeff Benfield as Chief Product Officer

Centralized Product Development Accelerates Enterprise Innovation and Delivery

Lockton Re appoints Robert Bisset CEO, North America

They take up their new posts February 1.

Choreo hires Edelman alum as wealth head

Erik Merkau is the third Edelman executive in the last year to decamp for Illinois-based Choreo.

Tokio Marine Highland hires Oral as COO

Previously, he was chief information officer at CNA for nine years and held senior positions at Bank of America and ABN AMRO.

Independent Wealth Management Firm, Sentinel Trust Company, LBA Announces the Promotion of Five Senior Officers

The company focuses on delivering personal attention to each family to meet their distinctive needs and complex challenges.

UBS Team With $660 Million Joins RBC in Los Angeles

They are joined by support staff Misty Escobedo, Bahraam Foroughi and Michael Lerian.

BlackRock names new international CIO for fundamental equities

The unit will have a new 'dual CIO' arrangement spanning UK and US offices.

Merrill Team With $1.8 Billion Jumps to Wells Fargo FiNet on Long Island

Palermo first registered with Pruco Securities Corp. in 1999 and worked at two firms before joining Merrill in 2007 from JPMorgan Chase & Co., according to BrokerCheck.

John Hearne Joins First Horizon’s Huntsville Private Banking Team

His leadership will help our associates deliver tailored solutions and exceptional service to Huntsville’s private banking clients,” said Ginger Harper, Private Banking Group Manager for First Horizon Bank.

Envestnet, Inc. Appoints Sue Burton as Chief Marketing Officer to Accelerate Growth and Reimagine the Digital Experience

She has been charged with building an integrated marketing engine, strengthening Envestnet's market leadership

Morgan Stanley’s top wealth advisers faced internal probe before exit

Garth Hu and Cathy Ding oversaw $4 billion and left to start their own firm amid concerns the Wall Street bank ultimately raised with the corporate regulator.

Certuity Expands National Leadership Team with Strategic Advisor Appointments Across Key Markets

“These strategic additions reflect our continued investment in experienced leadership and growing our national presence in key markets,” said Rich Bursek, President and Partner of Certuity.

Red Oak Compliance Solutions hires Jennifer Whitney as client success manager

In her new role, Whitney will work closely with Red Oak’s clients to support platform adoption, with a focus on long-term relationships, continuity and trusted partnerships.

Orrstown Financial Advisors Welcomes Matthew Alpert as Chief Wealth Officer

Mr. Alpert brings extensive experience in wealth management

Summit Wealth Group Strengthens Leadership Team with Strategic Hires to Support Next Phase of Growth

These appointments underscore Summit’s commitment to delivering better outcomes for clients and creating an advisor experience rooted in collaboration, trust, and shared values.

Hans Swildens, Justin Burden, and Roland Reynolds Join Goldman Sachs as Partners in Asset and Wealth Management

The three will join the firm’s External Investing Group (XIG) within Goldman Sachs Asset Management as part of the closing of the Industry Ventures acquisition.

LPL affiliate adds $650m pair of advisors from JP Morgan

Genesis Wealth, a non-OSJ branch office within LPL, is specifically targeting bank-based advisors seeking independence.

Brian Cayne Joins Goldman Sachs as a Partner and Co-Head of Software Investment Banking

His appointment further strengthens the firm’s ability to serve the strategic and financing needs of its software and technology clients globally during this period of significant transformation.

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