Managers of Wealth Americas

Magnus Financial Group Appoints Investment Research Associate

He brings deep financial planning expertise to the firm," said CEO Michael Schwartz

Innovation. Experience. Leadership. Regions Bank Names Dan Massey as Chief Enterprise Operations and Technology Officer

“Technology is at the core of how we serve customers, and Dan Massey’s leadership and innovative mindset will be a tremendous asset for Regions.

Guernsey Finance appoints dedicated Business Development Representative for the United States

Director of International Business Development James Crawford said he was thrilled to welcome Jonathan on board.

SEI appoints Director of Diversity and Inclusion

Okema is responsible for helping all of SEI foster an environment that gives a voice to employees with diverse backgrounds and experiences

Markel promotes Chief Information Officer

Taylor joined Markel in 2018 and most recently served as Head of Global Technology.

Houlihan Lokey’s Capital Markets Group Expands Its Public Equity Capital Markets Advisory Practice

Daniel Klausner Joins as a Managing Director

BMO Private Investment Counsel appoints new chief strategist

Brent Joyce has been hired as chief investment strategist and managing director of BPIC

Citi Private Bank promotes Miami market manager, hires JPM's NYC director

The firm also hired another regional director from JP Morgan with a similar directive in the Northeast, according to an announcement Citi shared with Citywire.

Sequoia Financial Group Announces M&A Integration and Marketing Appointments

"Sequoia Financial is growing, both organically and through acquisitions, and we're delighted to attract experienced and talented professionals of the caliber of David and John to our expanding team,"

Kristy McCullough Is Named Managing Director of Mowery & Schoenfeld Wealth Management

McCullough is an active board member of Uncorked Adventures NFP, a not-for-profit serving those with Parkinson's Disease.

Wealth Enhancement Group Appoints H&R Block Chief Marketing & Experience Officer Jill Cress to its Board of Directors

Global Marketing and Technology Heavyweight Will Help Wealth Enhancement Group Drive Accelerated National Growth

Everest boosts Canada expertise with two promotions

Lewis has been an “integral part” of Everest’s Canada operation expansion and establishing Everest as a market leader

Wilmington Trust Adds Skip Stern as Senior Private Banker to New York City Office

In his role, Stern is responsible for helping to meet the complex financial needs of clients throughout New York City

BMO’s head of private wealth retires after 21 years

Bank of Montreal spokesperson Jeff Roman said in an e-mail the bank has not yet named a replacement for Mr. Auerbach, and BMO Private Wealth’s senior leadership team will report on an interim basis to Deland Kamanga, group head of BMO Wealth Managem

TowerBrook Capital Partners Appoints Andy Kalbaugh to its Management Advisory Board

Mr. Kalbaugh has over thirty years’ experience in the financial services industry.

BNY Mellon Names CEO of Securities Services and Digital

Mr. Regelman commented "BNY Mellon sits at the intersection of trust and innovation, and we embrace this responsibility with great accountability, transparency and integrity. I am looking forward to continuing to help clients bridge the traditional-

Northern Trust Appoints Senior Managing Director to New York Wealth Management Team Anne Fitzpatrick Donahue assumes role in Greater New York

Donahue is a CERTIFIED FINANCIAL PLANNER™ and received an MBA in International Finance and Economics from New York University and a BA in Economics and French from Providence College.

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