Managers of Wealth Americas

Homrich Berg Expands Into South Florida Market With Addition of Experienced Family Office Advisor Team

Leading $10 billion RIA adds three-advisor, family-office team to open first location outside of Atlanta region in Palm Beach

Blackstone Credit Announces Appointment of Global Head of Technology Investing

Mr. Patel has worked at Blackstone for nearly two decades

Ben Phillips to head Broadridge’s asset management global advisory services

Phillips brings nearly 25 years of experience to the role, helping companies in the global asset and wealth management industries improve their competitive positioning and financial performance.

Malvern Bank Announces Appointment Executive Vice President, Managing Director of Private Banking

Steigerwalt will be responsible for expanding Malvern Bank’s private banking, lending, and niche marketing efforts

Wilson Perumal & Company appoints Ernie Spence as principal

Prior to entering the consulting arena, Spence spent nearly two decades in the US Navy.

Rockefeller appoints co-heads of the Rockefeller Global Family Office

Michael Outlaw to become National Field Director for the Rockefeller Global Family Office

Kushner investment firm ramping up activities with new hires

Naqvi has long experience as a private equity investor, mostly recently as a senior partner at Apis, a global growth equity fund based in London.

Blackstone Announces Stephanie Lundquist, former EVP and President at Target, as Senior Advisor

Lundquist spent 15+ years at Target, including in senior roles across HR, operations and business transformation.

Goldman Sachs Announces Managing Director Class of 2021

Please join us in congratulating the Managing Director Class of 2021 on this significant achievement.

Dentons announces new Canada CEO

He will also be appointed to the Dentons Global Management Committee and Global Board.

Goldman Hires From UBS, BNP to Grow Mideast Wealth Business

The New York-based bank named Shrooq Abualif AlMuhaid as managing director and head of private wealth management for Saudi Arabia, according to an internal memo seen by Bloomberg.

RGT Wealth Advisors appoints new Managing Director

Price has comprehensive experience in directing development, construction, and property management from sourcing, entitlement, financing, building, leasing, and disposition.

BNY Mellon Wealth Management Named Tim Sanville Principal, Wealth Manager in Boston

Tim has three decades of experience with BNY Mellon Wealth Management – including two decades in fixed income.

TDAM CIO Robert Vanderhooft stepping down

David Sykes will take over the role on April 1

JPM Private Bank rejigs Miami leadership for onshore biz

JPM recently announced plans to double its US advisor headcount by adding 1,500 new advisors

A.J. Frey, Former General Counsel of Greenspring Associates, Rejoins Gibson Dunn in D.C.

A.J. is highly regarded and his impressive skillset, further enhanced by his in-house experience, makes him a strong addition to our leading investment funds practice.

Dimensional Appoints New Head of Responsible Investment

Additionally, the firm named Lacey Huebel as Head of Responsible Investment, North America. Both appointments are effective November 1.

Barrow Hanley Global Investors Announces Strategic Addition to Americas Distribution Team

Previously, AT was Managing Director, Head of North America Retirement and Foundations / Endowments Client Group at Wells Fargo Asset Management (WFAM).

Leading M&A Partners Join Paul Weiss

Mr. Brant and Mr. Kochian have both advised on high-profile public and private mergers and acquisitions, as well as on shareholder activism and other corporate governance matters.

Valour announces new incoming CEO

Valour Inc., a Subsidiary of DeFi Technologies, Valour announces new incoming CEO

People Moves