Managers of Wealth Americas

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

Three New Members Appointed to the Boards of Regions Financial Corp. and Regions Bank

Mark Crosswhite, Noopur Davis and Tom Hill assume new leadership roles effective July 1.

TD Bank Group Announces New Appointment to Board of Directors

Nancy obtained her Bachelor of Commerce from Dalhousie University in Halifax, Nova Scotia and is a Chartered Accountant. She has also earned the Fellow Chartered Accountant designation.

Hamilton Lane Names Head of Digital Assets

The appointment underscores the private markets firm's ongoing commitment to be at the forefront of adopting innovative technology solutions, and a recognition of the significant role digital assets are likely to play in broadening access to the priv

JFS Wealth Advisors names new Chief Investment Officer

Wealth management firm announces new leadership promotion

Hub international boosts retirement and wealth advisory services with acquisition of the assets of heritage wealth management group LLC in Pennsylvania

"We are excited to welcome Mike and the team to Hub,"

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