Managers of Wealth Americas

Glenn Kurban joins Capco’s data practice as partner

Kurban brings more 25 years of experience in data and analytics, data governance, enterprise program management, and software development.

Santander hires BlackRock exec as CEO of global asset management

She brings an international background in fund distribution and management and in business development

Rockefeller Lures Experienced FAs from Truist

As of November 1, Rockefeller managed more than $85 billion in client assets across its three business segments

SmartBank Announces Gulf Coast Wealth Management Expansion

The team will be based in SmartBank’s new office located at 3074 Dauphin Street in Mobile, Alabama.

Fiduciary Trust expands team

“We continue to strengthen our capabilities and expertise for meeting the evolving needs of our clients in Washington, DC and the surrounding region,”

FS Investments Hires Head of Wealth Solutions

Mr. Schanker most recently served as Head of US Wealth at Man Group

IGM Financial appoints President of Quebec

Mr. Paquin noted that IGM is one of the largest financial services companies in Québec,

Regions Bank Announces Anil Chadha as Controller; Brad Kimbrough to Retire in February 2022 Following Distinguished Career

Regions veteran to succeed longtime controller, providing continuity and continued strategic direction moving forward.

Prime Capital Investment Advisors Hires a Chief Investment Officer and Managing Director, Wealth Management

He will oversee all aspects of asset management for $17 billion RIA

BNY Mellon Wealth Management Named Senior Director Wealth Manager in Seattle

Mandy earned a Bachelor of Arts and a Master of Business Administration from Wheeling Jesuit University.

Falcon Wealth Planning Adds New Managing Director

Kevin Mayo CFP®, MBA promoted to Managing Director of Falcon Wealth’s Ontario Headquarters

CAIS Appoints George Davies as Head of Data

George will be managing teams that develop predictive analytics and machine learning across all business functions, seeking to enhance outcomes for all constituents within the CAIS community.

Ruchir Sharma quits Morgan Stanley after 25 years

His core Morgan Stanley Global Emerging Markets fund has beaten the MSCI benchmark index by 6.9% over the past year.

BlackRock launches new research effort on retirement risks

BlackRock declined to provide additional information beyond the memo at this time.

Regions Bank Taps Channing D. Thornton to Lead Inclusive Lending Efforts; Earl Connell to Lead Consumer Banking in High-Growth Florida Markets

Leadership roles enhance companywide focus on equal mortgage access, promote strategic growth in high-profile Florida markets.

Latitude Consultancy Appoints Advisory Board To Meet Rapidly Growing Demand Of Legacy Planning From Ultra High Net Worth Individuals

Craft Brings Decades of Knowledge and Experience to the Leading Citizenship and Residency by Investment Firm in the U.S. to Propel the Next Phase of Latitude's Strategic Growth

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