Managers of Wealth Americas

SouthState Welcomes Veteran Bankers to South Carolina, Alabama Teams

ur South Carolina and Alabama markets welcome seven skilled and knowledgeable bankers with experience in both commercial and private banking.

Chubb Appoints Division President for North America Financial Lines

Currently, Mollica is Executive Vice President, Head of Private/Not-For-Profit business for the division.

SVB Appoints New Leadership for SVB Private and Silicon Valley Bank UK

Both long-term SVB employees, Platts and Sabow will bring their SVB and innovation economy leadership experience to key growth areas for the company.

Matt Wiles Named President of Crestone Capital

Matt Wiles promoted from his role as COO of 100% employee-owned, Colorado-based wealth management firm

abrdn head of North American equities Bassett exits

Relinquishes three funds

Arvest Wealth Management Advanced Planning Team Announces Staff Changes Deepening Bench Throughout Footprint

Cody Bean has been promoted to engagement coordinator.

Wilmington Trust Announces 5 Key Hires to CLO Trustee & Loan Administration Division

New senior leaders to support accelerated CLO business needs and client growth

Arch Insurance North America appoints new president

He will continue to report to Matt Shulman, the company’s chief executive officer.

Hanna Yesuf brings Wealth of Experience to Kingfisher

Ms. Yesuf earned her MBA from Indiana University and completed certificate programs in Design Thinking from MIT Sloan School of Management and Entrepreneurship from Cornell University.

Herbert Smith Freehills appoints Mike Flockhart as firm's new Joint Managing Partner for corporate

Mike, a corporate lawyer specialising in M&A and ECM transactions, joined Herbert Smith Freehills as a trainee and has been a partner since 2013.

Glenmede Announces Changes to Private Wealth Leadership

Mr. Melcher is an industry recognized thought and practice leader and is currently Chair of the UHNW Institute Advisory Board.

Nicola Wealth Announces Expansion of Institutional Offering

Nicola Wealth brings its strategic pension-style investment approach to institutions, foundations, and family offices through its new Multi-Asset Portfolio Solutions platform.

Broadridge's LTX® Announces Leadership Transitions, Jim Kwiatkowski Named CEO of LTX

Mr. Kwiatkowski is an industry veteran, having spent more than 20 years in the electronic trading industry.

Oppenheimer Announces Senior Hire Within Financial Institutions Group

Rabi Karki joined the Investment Banking Financial Institutions Group as Head of Asset Management & Wealth Management (EMEA)

BankiFi appoints chairman of North American operations

Dumas has more than 30 years of experience in finance and financial technology.

REAL Messenger Welcomes New Chief Data Officer Kamal Shaik

Former director of data products and programs at Meta offers data science and artificial intelligence expertise to REAL’s team to enhance the social app experience

Chubb Appoints Lyndsey Christofer Real Estate & Hospitality Industry Practice Leader

In her new role, she will also oversee Chubb's primary casualty line of business for large account REH clients, which include building owners, property managers, global real estate firms and investors, REITS and hotel owners, operators and brands.

Apollo Names Shawn T. Wooden Chief Public Pension Strategist and Partner

He spent 21 years as an investment attorney with a focus on public pension plans.

Sompo appoints new head of North America Region claims

Bronstein will report to Chris Sparro, chief executive officer of Sompo International, North America.

Pleo appoints former Monzo executive Meri Williams as new CTO

Williams’ appointment follows that of Abigail Slater who joined from American Express to become Pleo’s new head of operations in the UK&I in October.

People Moves