Managers of Wealth Americas

EFG hires senior LatAm advisor from Crédit Agricole in Miami

A 23-year industry veteran, he has also previously held roles at Santander – where he headed institutional sales in Mexico – at Citi and at ING Investment Management.

Apollon Wealth Management Names Chief Investment Officer

Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings

Rockefeller Capital Management Appoints Head of Investment Solutions

She served as Head of Structured Product Sales & Development at Credit Suisse, where she focused on cross-asset investor products, including exchange traded products.

Fieldpoint Private Names Chief Financial Officer

Mazars Veteran Brings Top-Tier Experience to Executive Team

Northern Trust Appoints Jennifer Grosvenor Managing Director in Houston Office

In her new role, Jennifer will partner with Houston President John Hantak on client development, compliance management and office management.

Northpoint Asset Management Promotes David Morgan to Executive Vice President of Accounting

Leading real estate and property management company, Northpoint Asset Management, promotes David Morgan to Executive Vice President of Accounting.

Snowden Lane Lures Morgan Stanley FA with LatAm Clients

Luis Miguel Gonzalez Ocque has $230 million in client assets.

PIMCO Names Qi Wang as Chief Investment Officer

Sudi Mariappa, Managing Director and Portfolio Manager, who has led PIMCO’s Global Portfolio Risk Management, will become Global Head of Analytics.

Merrill Names Wells Fargo Manager to Run East Bay Market in CA

The move comes as Merrill has been leaning on its field managers to help turn around headcount declines and has tasked them this year with doubling hires of early-career brokers.

Slava Brin Joins Lazard as a Managing Director in Telecom, Media & Entertainment Group, Financial Advisory

He brings decades of experience in both large-cap and cross-cap transactions across the communications and internet infrastructure sector

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."

People Moves