Managers of Wealth Americas

Cresset Hires Trio of Wealth Advisors from Bank of America, Fidelity, and J.P. Morgan

Chris Georgopoulos, Thomas McKeown and Beth Kytle Chandler join Cresset's West Palm Beach, Chicago, and Atlanta offices.

Rothschild & Co hires Managing Director and Vice Chairman in North America

Prior to joining Rothschild & Co, Mr. Arrastia was a Managing Director in the Consumer & Retail Investment Banking Group at RBC Capital Markets.

Oak Hill Capital Names Chief Talent Officer and Senior Advisor

New Chief Talent Officer expands Oak Hill's established Senior Advisor operating program and further strengthens value-added partnership with portfolio company management teams

Scotiabank hires RBC’s Sasson Darwish for software investment banking

A representative for RBC declined to comment, and Scotiabank didn’t immediately respond to requests for comment.

Appointment of New Independent Directors

Mr. Okorie brings over 30 years of experience in the financial services industry to the Board. Mr. Okorie serves as President and CEO of Windy Hill Capital, a financial consulting firm providing expertise in the areas of financial and banking regulatory c

Fiduciary Trust International Welcomes Julie Min Chayet as Wealth Director Based in New York

Firm Augments New York Headquarters with Experienced Trust & Estate Attorney as Part of Ongoing Growth

SVB Securities Strengthens Tech Investment Banking Team with the Addition of Georgi Balinov

"I am thrilled to join SVB Securities' technology investment banking team,"

Mobilum Technologies Appoints New Board Member

Over the course of his professional career, Mr. Mathai-Davis has been involved in a number of successful FinTech initiatives delivering financial services through the use of advanced technologies.

RGT Wealth Advisors announces President

Along with the deep and abiding client relationships Joe has built over the course of his career, among Joe's greatest achievements are the leaders he has developed and a department he has built of very capable professionals.

Ex-J.P. Morgan Advisors Los Angeles Manager Signs with Miami Bank

He formally registered on Wednesday with City National’s parent, Chilean bank Banco de Crédito e Inversiones (Bci), in Miami.

Merrill Miami hires $5.5bn advisor team from Citi Private Bank

Eugenio Retana, Angel Ferrer and Mike Persinski were hired by the firm last month, according to news originally reported by Barron’s.

Grant Thornton Appoints Chief Financial Officer

The veteran finance and accounting leader brings 30 years of experience to the firm

BlackRock Sustainable American Income Trust appoints David Barron as a non-executive director

Mr Barron is a Member of the Institute of Chartered Accountants of Scotland having qualified with Thomson McLintock

Republic Bank Hires Two New Executives in New York

Barrett has more than 24 years of proven contributions in new business development, sales management and staff development.

Vident Investment Advisory Names Senior Portfolio Manager

“We are building something very exciting here at VIA and thrilled to be adding Jeff to the team.”

Aspiriant Hires Director in Investment Advisory in Exclusive Family Office

He joins Aspiriant from GenSpring Private Wealth, where he was a portfolio manager and senior family investment officer for ultra-high-net-worth families.

State Street Taps Goldman Alum as Private Markets Head

Previously, Cole was the managing director of global shareholder and fund services at Goldman Sachs, and has held operational roles at Invesco and Northern Trust.

Wells Fargo Promotes Broker Succession Architect to Lead HR Role

“Wes brings strong leadership experience and deep knowledge of WIM to his new role,”

Truxton Trust Names Miles Kirkland, Kevin Brodrick, and Spence Dabbs as Managing Directors and Drew Mallory as Chief Fiduciary Officer

“For several years, these gentlemen have demonstrated the leadership qualities necessary for the success of our clients, colleagues, and shareholders. Their dedication, professionalism, and attendant results are simply awesome.”

Morgan Stanley IM adds third PM to Heugh’s giant Asia fund

Fund arm of US banking giant names new team member for equity strategy.

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