Managers of Wealth Americas

Opal Wealth Advisors Announces Matthew Krouse Has Joined the Firm as a Financial Advisor

Having spent most of his career in institutional wirehouses, Krouse was eager to join Opal

Citi appoints Global Markets’ Puneet Singhvi as head of the new ICG Crypto Team

Citigroup appointed a new head of digital assets in its institutional client group (ICG) on Monday, a reflection of how Wall Street banks are increasingly dipping their toes into the exploding crypto market.

Wells Fargo Appoints Co-Heads of Markets division of the Corporate & Investment Bank

Riley and Thomas will co-lead the Bank’s markets-driven activities and report to Jon Weiss, CEO of Corporate & Investment Bank

CIBC Innovation Banking Expands New York Office with Strategic New Hires and Promotions

CIBC’s New York team also welcomed Jean Rafaelian as an Associate, supporting the rapidly growing Fund Banking group. She joins the group having pursued an MBA in Finance from NYU.

Truxton Wealth Management expands team

Additionally, Mr. Carden holds the Chartered Financial Analyst® designation and is an active member of the CFA Society of Nashville.

Sanne strengthens North America Hedge business with director appointment

Sann has appointed Adrian Bedoya as Director, Hedge – North America.

Barclays appoints Managing Director in Healthcare Investment Banking

Mr. Rives’ hire follows Barclays’ recent appointments of Amit Tyagi as a Managing Director

Arch Insurance International Continues Contingency Team Expansion

Tom Stoyle appointed as Senior Underwriter

Sanne bolsters North American team and appoints new Business Development Director

Sanne has appointed Darrell Pisarra to the role of Director, Business Development – North America.

Validus appoints COO and New York Principal

The appointments follow a year of significant growth for Validus

EY-Parthenon appoints Jeff Wray as global leader

Wray succeeds Mitch Berlin, who will move on to the role of EY Americas strategy and transactions vice chair.

Glenn Kurban joins Capco’s data practice as partner

Kurban brings more 25 years of experience in data and analytics, data governance, enterprise program management, and software development.

Santander hires BlackRock exec as CEO of global asset management

She brings an international background in fund distribution and management and in business development

Rockefeller Lures Experienced FAs from Truist

As of November 1, Rockefeller managed more than $85 billion in client assets across its three business segments

SmartBank Announces Gulf Coast Wealth Management Expansion

The team will be based in SmartBank’s new office located at 3074 Dauphin Street in Mobile, Alabama.

Fiduciary Trust expands team

“We continue to strengthen our capabilities and expertise for meeting the evolving needs of our clients in Washington, DC and the surrounding region,”

FS Investments Hires Head of Wealth Solutions

Mr. Schanker most recently served as Head of US Wealth at Man Group

IGM Financial appoints President of Quebec

Mr. Paquin noted that IGM is one of the largest financial services companies in Québec,

Regions Bank Announces Anil Chadha as Controller; Brad Kimbrough to Retire in February 2022 Following Distinguished Career

Regions veteran to succeed longtime controller, providing continuity and continued strategic direction moving forward.

Prime Capital Investment Advisors Hires a Chief Investment Officer and Managing Director, Wealth Management

He will oversee all aspects of asset management for $17 billion RIA

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