Managers of Wealth Americas

UBS Nabs Citi’s Ridley-Thomas for Technology Private Placements

He previously worked at Royal Bank of Canada and JMP Securities LLC, and is the son of longtime Los Angeles politician Mark Ridley-Thomas.

Modera Wealth Management Welcomes Laurie Vitali as Chief People Officer/Chief Human Resources Officer

For over two decades, Laurie has held key talent management leadership positions within the legal industry, with demonstrated success in developing and executing strategies to transform workplace performance.

Wells Fargo Wealth’s Head of Advisor and Client Experience Departs

She was previously the parent bank’s head of innovation and research & development, and had worked in other strategic and operations-focused roles in the WIM division.

Amy Ko Elevated to Fiduciary Trust International’s Regional Managing Director for Northern California

Firm Continues Focusing on Growth in Vital Region

Rothschild & Co hires Alex Graham as Managing Director and Head of Canada

Senior hire provides leadership and expands sector coverage to drive the firm’s growth in the Canadian market

Anna Fedosova-Caldera Named Chief Fiduciary Officer at Sunstone Trust Company, in Irvine

"Hiring Anna is a real coup for us,"

GAM hires Director of US International Clients

In his role, Alejandro will continue GAM’s more than 25 year local presence in the US to drive and grow business with international clients from Latin America and Asia.

nCino Hires Chief People Officer to Lead Company’s Strategic People Functions Through Next Phase of Global Growth and Maturation

In his new role, Ainsworth will oversee nCino’s global talent functions, encompassing human resources (which also includes DE&I and community involvement and philanthropy), recruiting and employee training and enablement.

Greystone Appoints a new CEO

She will report to Steve Rosenberg, who will continue to serve as the Executive Chairman of the Board.

NewStar Asset Management Expands Executive Team with New Hire

"Expert leadership in accounting and financial planning is a pillar of our business and we are excited to have such a qualified and experienced executive joining the team."

Anna Fedosova-Caldera Named Chief Fiduciary Officer at Sunstone Trust Company, in Irvine

Before joining Sunstone Trust, she was a Vice President and a Senior Trust Advisor at U.S. Bank, Private Wealth Management.

Raymond James Reshuffles Alex. Brown, Global Wealth Leadership

Headquartered in St. Petersburg, Fla., Raymond James Financial Inc. is a diversified financial services company with 8,700 financial advisors worldwide, and total client assets of $1.18 trillion.

Pittco Management Names Lorie Jernigan as Chief Financial Officer

"I love what I do and who I work for a Pittco,"

Argo confirms Thomas Bradley as CEO

Bradley, who will also continue in his role as executive chairman of the board of directors, has been serving as interim CEO since March.

Cion Digital Announces A New Chief Operating Officer

Sundar Nagarathnam joins to lead global customer-centric service execution strategy

Capstone Partners Names Peter Nam Head of Industrial Technology Group

As a career investment banker, he has over 20 years of capital markets experience, including mergers and acquisitions (M&A), corporate divestitures, capital formation, and financial advisory work.

Santander Mexico CEO Héctor Grisi to lead banking multinational in 2023

“I have no doubt that we have the strategy, model and above all, the team, to create value for all our stakeholders and fulfil our potential.”

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

People Moves