Managers of Wealth Americas

BNY Mellon Wealth Management Names Senior Client Strategist in Philadelphia

David joins BNY Mellon Wealth Management from WHYY, Philadelphia's local, member-supported NPR and PBS station, where he served as the director of philanthropy.

Swiss bank appoints head of new Miami biz

The Miami space will also act as a complement to Vontobel’s existing US asset management business which has offices close by in Fort Lauderdale, Florida and a domestic base in New York.

Voya Investment Management appoints Head of ESG Research

In this new role, Kane is responsible for leading Voya IM’s ESG investment research process

International Sustainability Standards Board appoints new Chair

The appointment follows the announcement at COP26 in November about the creation of the ISSB

EFG hires industry vet from Pershing to lead LatAm operations unit

A spokesperson for EFG confirmed his hire.

Financial Advisor joins UBS

In this role, Debbie provided full-service banking, lending, investment management, wealth strategies and solutions to ultra-high net worth individuals.

BNY Mellon boosts board

Prior to this role, Ms. O'Connor held several senior leadership positions at the firm including Global Treasurer and head of Prime Services and was a member of the firm's Executive Committee.

AIG appoints Global Head of Strategy & ESG

“I am excited to join AIG at such a pivotal time and to contribute to a transformation that is building focused, profitable growth for the company and delivering sustainable value to its stakeholders. I share AIG’s commitment to transparent E

Sanctuary Wealth Welcomes Carmen Maria Irazola as Director, Head of Global Marketing and Digital Strategy

She has proven herself to be a leader with an entrepreneurial mindset capable of leading strategic communication initiatives and developing and implementing successful marketing strategies.

IQ-EQ Hires Darrell King as Director of Private Wealth in the Americas

In this newly created senior role, Darrell will be based in IQ-EQ’s New York office.

American Express: Organization Announcement

Please join me in thanking Marc for his leadership and contributions during his tenure at American Express and wishing him the best on his retirement.

First Republic Bank Board of Directors Announces Leadership Transitions

Jim Herbert to Take Leave of Absence; Mike Roffler Named President

Sanne hires new Director, Business Development in the US

Sanne has appointed Jim Costello as Director, Business Development.

Boutique Wealth Management Firm Expands Into Pasadena With New Office

The company said wealth manager Karen McClintock has been named managing director and principal and will lead the Pasadena location.

Credit Suisse appoints Wealth Management CEO

The new appointments are in line with the Group’s new strategy and organizational structure

Sidley Elects 42 to Partnership and Promotes 20 to Counsel

These individuals will become partners and counsel in the firm effective January 1, 2022.

Blackstone Announces Two New Senior Leadership Hires

BAAM to manage assets of CAM Capital

Wilmington Trust Bolsters Southeast Team

These hires highlight Wilmington Trust's continued momentum in the Southeast and beyond, beginning with the October 2020 expansion of an enhanced, client-centric operating model across its Wealth Management divisions.

AIG Names Rose Marie Glazer Chief Human Resources Officer

Ms. Glazer has served as Deputy General Counsel and Corporate Secretary at AIG since March 2017

IQ-EQ Hires Darrell King as Director of Private Wealth in the Americas

In this newly created senior role, Darrell will be based in IQ-EQ’s New York office.

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