Managers of Wealth Americas

Milbank strengthens private equity offering with double partner hire from Schulte in New York

Richard Presutti will join the Global Corporate Group and Antonio Diaz-Albertini will join the Global Capital Markets Group.

Union Mutual appoints the first female chair to its board

The appointment was made at the companies’ annual meetings held on February 24, 2021.

BNY Mellon Wealth Management Appoints Regional President of Tri-State Region

John joins after 26 years at Northern Trust, where most recently he headed a greater New York team.

NWSL welcomes Ally as first official banking partner, league-wide sleeve sponsor

Shared values and commitment to disruption at the core of game-changing partnership

KKR augments asset-based finance investing with appointments to global private credit team

We are energized by the growth and evolution of non-corporate private lending,” said Dan Pietrzak, Partner and Co-head of Private Credit at KKR based in New York.

AIG Appoints Executive Vice President, Global Head of Operations and Chief Digital Officer

Mr. Wade, who has over thirty years of operational strategy and innovation experience, primarily with FORTUNE 100 companies, joins AIG from BlackRock where he most recently served as Global Head of Client Experience and Head of the Atlanta Innovation Hub.

JMP Group appoints President

He joined JMP Group in 2003.

First Republic boosts Los Angeles team

Dominique and Isaac are part of our terrific wealth management team in the greater Los Angeles area that offer a comprehensive range of wealth management and banking services.

Wells Nabs $5.3-Mln Merrill Team in TN, RBC Hires New Jersey Duo

The group, who moved on Monday, according to BrokerCheck records, had overseen $680 million in client assets.

JPMorgan Chase names new head of consumer banking -memo

She replaces Thasunda Brown Duckett, a rising star at JPMorgan who left the largest U.S. bank in February to lead the retirement provider and financial services firm TIAA. (Editing by Jonathan Oatis)

Brown Advisory hires trio to lead new global sustainable fixed income team

Chris Diaz, Ryan Myerberg, and Colby Stilson will lead the development of new global sustainable fixed income solutions for Brown Advisory’s client base

Envestnet Adds Industry Veterans to its Executive & Leadership Teams

Firm Continues to Invest in Growth to Build Financial Wellness Ecosystem Creating Connected, Intelligent Financial Lives

Chase names new CEO of consumer banking

Roberts will pick up that mantle after spending the past 25 years at Chase, the last two of which were as most CEO of Business Banking.

Volery Capital Welcomes Two New Senior Advisors

Michael Arougheti, CEO and President of Ares Management, and Renée Beaumont, Former Partner at Generation Investment Management, to support the firm’s private equity impact investing.

HarbourVest Partners Appoints Managing Director

HoganBruen returns to HarbourVest after nearly three years at The Carlyle Group

RBC Recruits Merrill Lynch Team With $240M In Assets

Aaron Keith said that when the team was considering moving they did not want to choose between small-firm values and large-firm strength and stability.

BlackRock hires law firm to investigate systemic racism claims

The probe has been launched in response to an open letter published by two former employees last week.

Million-Dollar Merrill Up-and-Comer Shifts to Alex. Brown

The entire team oversaw $368 million in client assets in 2019, according to Forbes, which ranked Taylor #21 on its top “Next Gen Best-in-State” list that year.

Jin Hu Joins UBS as a Financial Advisor in New York City

Jin joins UBS with over 20 years’ of experience in the wealth management industry, most recently serving as a Senior Financial Advisor at Merrill Lynch Wealth Management.

RMB Capital Names Michele Francisco as Chief Client Officer, Seth Davis as Managing Director of Wealth Management

In her new role, she oversees client services for all of wealth management, family office services, and retirement plan solutions.

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