Managers of Wealth Americas

Andrej Bolkovic Becomes New CEO at Chicago-Based OCC

The current CEO, John Davidson will retire in the first half of 2023.

Fieldpoint Private Names Brent Yamaato as Chief Operating Officer

Veteran Financial Services Executive Bolsters Management Team

Atria Wealth Solutions Adds Two Powerhouse Recruiters

25-Year Recruiting Veterans Reunite with New Head of Recruiting

Three New Members Appointed to the Boards of Regions Financial Corp. and Regions Bank

Mark Crosswhite, Noopur Davis and Tom Hill assume new leadership roles effective July 1.

TD Bank Group Announces New Appointment to Board of Directors

Nancy obtained her Bachelor of Commerce from Dalhousie University in Halifax, Nova Scotia and is a Chartered Accountant. She has also earned the Fellow Chartered Accountant designation.

Hamilton Lane Names Head of Digital Assets

The appointment underscores the private markets firm's ongoing commitment to be at the forefront of adopting innovative technology solutions, and a recognition of the significant role digital assets are likely to play in broadening access to the priv

JFS Wealth Advisors names new Chief Investment Officer

Wealth management firm announces new leadership promotion

Hub international boosts retirement and wealth advisory services with acquisition of the assets of heritage wealth management group LLC in Pennsylvania

"We are excited to welcome Mike and the team to Hub,"

Sanjay Sharma to Lead SEI's Private Banking Business

Evolution of SEI's Leadership Reinforces Strategic Focus on Driving Growth

Global M&A Tax Partner Joins Dechert

Mr. Zaragoza will be an integral addition to Dechert’s private equity and M&A interdisciplinary deal teams.

William Blair Expands Equity Capital Markets Group, Adding Managing Director in New York

Joining in New York as a managing director on the private capital markets team, Caracciola draws on a career spanning more than 15 years focused on equity, equity linked, and debt private placements.

AB’s US small-cap growth chief to retire

Fund house announces change as long-serving manager aims to step down by the end of 2023.

Banco Santander taps CEO

The nomination has been made following a rigorous assessment process led by the Board Nominations Committee.

Principal Financial Group® Names Natalie Lamarque as New General Counsel

As executive vice president and general counsel, Lamarque will report to Houston and serve as a member of the executive management team.

Coldstream Wealth Management Strengthens Executive Team with Addition of Natalie Straub as Chief Revenue Officer

Former Charles Schwab Director Dedicated to Firm's Ambitious Growth Initiatives and Scaling its Business

M&T Bank Corporation President and Chief Operating Officer Rich Gold Announces Retirement

"It's difficult to overstate Rich's impact on our company," said René Jones, chairman and CEO of M&T.

Julius Baer Uruguay CEO and senior staff exit in downsizing push - sources

Felipe Perez, CEO of the Swiss private bank's business in Montevideo, has exited along with two other senior employees, sources have revealed.

BNY Mellon Wealth Management Named Tom Assad as Senior Client Strategist in Boston

Tom is based in Boston and reports to Matt Santangelo, head of Client Strategies and Business Development, New England.

Voltus Appoints Global Head of Investor Relations

J.B. Lowe joins as VP, Head of Investor Relations to expand engagement with shareholders, investment analysts, industry experts, and investors worldwide

Harbourfront Wealth hires first VP of Business Development

Ryan Ackers will take charge of acquisitions of elite advisory teams with a planning focus

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