Managers of Wealth Americas

UBS hires $1 billion advisor team in Chicago

Together, they manage more than $1 billion in client assets for ultra-high net worth individuals and families.

Mary Sfingi Joins Idaho First Bank as VP Private Banker

She will also be responsible for growing consumer lending and deposits throughout the Bank.

Practifi Names Tim Highland as Head of Product Strategy

Wealth Management Veteran to Advance Development of Solutions that Enable Firms to Scale and Better Utilize Data to Deliver Personalized Advisory Services

Credit Suisse announces new head of product within asset management division

Ebner is scheduled to take on the new role on Nov. 21 and will be stationed in New York.

CrowdStreet Advisors Hires John Norris to Serve as Director of Private Wealth

Real estate investment veteran will build sales efforts within the broader wealth channel

Michael Peduzzi Appointed to CNB Financial Corporation Board of Directors

Mr. Peduzzi, who is also a licensed certified public accountant, has over 34 years’ experience serving the banking and financial services industries.

Millennium Management co-CIO to step down amid reshuffle

The second recruit for the role, whose name is yet to be disclosed, will join the firm in May next year.

Waterfall Asset Management Announces Appointment of Patrick Lo and Brian Rebello as Co-Chief Investment Officers

Patrick and Brian, both partners of the Firm, have been instrumental in Waterfall's growth and successful investment performance on behalf of its clients over the past 15 years.

Wealth Management Team Led by Marc Koch and Christopher Walters Joins First Republic

The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

AXA XL appoints Canada captives leader

He brings more than 30 years' experience leading a wide range of risk management and operations at Canada's leading brokerages and some of Canada's top financial institutions, including the Royal Bank of Canada and the Canada Imperial Bank

Chubb Appoints Darryl Page Chief Culture Officer

Global Insurance Industry Leader with Deep Roots in Chubb's Culture Returns to the Company

Wilmington Trust Unveils Southwest Florida Team: Curt Edwards Named President; Hurricane-Relief Contribution Announced

The team will focus on building Florida's comprehensive Wealth Management offerings for the unique universe of high-net-worth individuals and families, entrepreneurs, business owners, family offices, and foundations & endowments in and around Nap

Facet Wealth Appoints Vince Maniago as Chief Product Officer

Maniago has more than 20 years of software product design and implementation experience, including Chief Product Officer for Personal Capital

Wealth Management Team Led by Tim Argyres, Ted Rice, Nasser Abdulkariem and Greg Argyres Joins First Republic

The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

Kingsview Partners Welcomes Wealth Manager Brett Sposa

Former Edward Jones Advisor Opens Kingsview Partners Office in Falls Church, VA

Kestra financial welcome Steffan Hagendorf to the platform

“I am very excited to commence this next chapter alongside Kestra Financial and Coastline Wealth Management,”

Synovus Names New BSA/AML Director

Wise has more than 20 years of financial industry and financial crimes compliance experience.

Dakota Wealth Management Announces Hiring of Joshua Crossman

Senior Wealth Advisor joins the firm's Palm Beach Gardens, FL office

Crestbridge appoints family office services Director

She will lead on family office structures administered in Jersey for clients in the Americas, Canada and the UK.

Star Mountain Capital Adds T. J. Della Pietra, Former Global Head of Citi Holdings, as a Senior Advisor

Mr. Della Pietra held several senior operating roles at Citigroup

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