Managers of Wealth Americas

BNY Mellon appoints new chief financial officer

McDonogh will succeed Ms Emily Portney, who will assume a new role to lead the company’s Treasury Services, Credit Services, and Clearance & Collateral Management businesses.

Kestra holding welcomes seasoned executive as chief marketing officer

MacLaughlin received her Bachelor of Arts in Mass Communications from University of California, Los Angeles and also serves on the UCLA Alumni Association’s board of directors.

True North Advisors Hire Senior Wealth Manager in Dallas Office

Cole has worked in the wealth management industry for over 14 years

LatAm BNPL firm Kueski names Sung Hae Kim chief people officer

Kim shares Kueski’s commitment to improving the lives of people in Mexico and keeping diversity, equity, and inclusion at the forefront.

Schneider Downs Announces Six New Members to Ownership Group

The new promotions reach across several areas of the firm's service offerings, including the firm's tax, audit and consulting practices, as well as the growing wealth management practice.

Pittco Adds Vice President, Investments

"I am honored and grateful for the opportunity to join the Pittco family,"

Former Shawbrook COO Hynd joins Redwood Bank

The father of two brings more than 30 years’ experience in financial services to Redwood.

Wesbanco Appoints Jeffrey H. Jackson as Chief Operating Officer

Company also announces upcoming retirement of Todd Clossin

Lincoln Financial Group Promotes Talent and Employee Experience Leaders to Support Long-Term People Strategy

Kate Feather and Michael Kellar join the company’s Corporate Leadership Group in newly created roles.

Ameriprise Financial Welcomes Jennifer Marcontell and Her Team, Top-Ranked Advisory Practice Managing $1.7 Billion in Assets

Marcontell says Ameriprise Independent Channel is the right fit for her high-net worth families and her team

Broadridge Appoints Chief Technology Officer

Mr. Derr succeeds John Hogan who served in this role since 2014

MGA Rokstone launches terrorism facility with Fidelis hire

Rokstone also said it intends to widen its scope of offerings in the near future, to provide Political Violence, War and Terrorism solutions to clients globally.

Citi vet joins structured products fintech in top LatAm role

In his new role, Ortega has been charged with building out Luma’s product offering for wealth managers as part of its transactional business covering the region.

EFG hires senior LatAm advisor from Crédit Agricole in Miami

A 23-year industry veteran, he has also previously held roles at Santander – where he headed institutional sales in Mexico – at Citi and at ING Investment Management.

Apollon Wealth Management Names Chief Investment Officer

Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings

Rockefeller Capital Management Appoints Head of Investment Solutions

She served as Head of Structured Product Sales & Development at Credit Suisse, where she focused on cross-asset investor products, including exchange traded products.

Fieldpoint Private Names Chief Financial Officer

Mazars Veteran Brings Top-Tier Experience to Executive Team

Northern Trust Appoints Jennifer Grosvenor Managing Director in Houston Office

In her new role, Jennifer will partner with Houston President John Hantak on client development, compliance management and office management.

Northpoint Asset Management Promotes David Morgan to Executive Vice President of Accounting

Leading real estate and property management company, Northpoint Asset Management, promotes David Morgan to Executive Vice President of Accounting.

Snowden Lane Lures Morgan Stanley FA with LatAm Clients

Luis Miguel Gonzalez Ocque has $230 million in client assets.

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