Managers of Wealth Americas

FocusPoint Hires Thomas Chi as Head of Project Management

Park Hill Group Managing Director to Bolster FocusPoint's Fundraising Efforts

Mercer hires Keisha Olinger to lead Atlanta office

“I am honored and excited to lead Mercer’s Atlanta office and be part of a purpose-driven organization whose mission is to build brighter futures for our clients, colleagues, and communities.”

Citizens Financial Group Appoints General Counsel and Chief Legal Officer

Klane assumes the General Counsel role from Malcolm Griggs, Citizens’ Chief Risk Officer, who had been overseeing the Legal Department. Griggs will continue in his capacity as Chief Risk Officer and member of the bank’s Executive Committee.

UBS WM restructures unit for ultra-rich clients, names new global family office boss

The former head of the GFO unit, Joe Stadler, has been handed a new role as executive vice chair for UBS’s global wealth management business, where he will work directly with Khan.

Piper Sandler’s Technology Investment Banking Group Realizes Record Year and Further Expands with the Addition of Joe Morgan and Jack Robbins

The team will report to Steven Schmidt, head of technology investment banking and will be based in Piper Sandler’s Orange County office.

GoldenTree Asset Management Hires Grady Frank as Partner in Private Credit

Mr. Frank brings to GoldenTree over 20 years of experience in leveraged finance and working with private equity sponsors.

Vivian Pereira joins Mazars as Partner

As Mazars looks to boost the service offered to clients in the UK financial sector along these lines, it has appointed Vivian Pereira to the newly created role of Banking and Capital Markets partner in its London office

Allen & Overy expands Technology Litigation team

Lisa joins from Latham & Watkins, where she was a partner in the firm’s Intellectual Property Litigation practice.

BNY Mellon Wealth Management Names New Global Head of Fiduciary, Global Family Office

She will be responsible for managing a global team of trust professionals serving as advisor to family offices

Julie Boland Elected EY US Chair and Managing Partner and Appointed Americas Managing Partner Effective July 1, 2022

She holds an MBA from the University of Chicago and a bachelor’s degree in accounting from the University of Vermont.

Cherry Bekaert Wealth Management Appoints The New Chief Executive Officer

He has over 25 years of experience in coaching clients and advisors in a CPA-based wealth management firm as a strategic advisor and growth partner

Oliver Wyman Welcomes Back James Wiener As Partner And Vice Chairman For Financial Services In The Americas

From 2014 to 2021 Jim was a Senior Executive Vice-President and member of BNY Mellon’s Executive Committee.

Creighton AI Announce A New CEO

Terry Feeney, former COO of Millennium Management, joins leadership team as senior advisor

Itaú restructures global wealth management leadership team

Meanwhile, fellow São Paulo-based Nicholas McCarthy was appointed CIO for all of Itaú’s wealth management businesses.

Wealth Enhancement Group Accelerates Multi-Year Growth Strategy by Appointing Eric Weiss as Chief Growth Officer

Seasoned C-Suite FinTech Leader from Personal Capital to Focus on Digitally-Enabled Organic Growth

Buccella Named Ethic’s Next CEO

EWB focuses on high-net-worth private banking.

Advisor Group appoints three senior executives

Tim Hodge Named Executive Vice President, Trading and Operations; Jen Roche Appointed Senior Vice President, Corporate Content, Communication, and Public Relations; Aiyisha Adams Hired as Vice President of Advisor Engagement

Lincoln Financial Network Strengthens Commitment to Diversity and Inclusion with New Head of Multicultural Markets

Samantha Hunter brings more than 15 years of experience in development initiatives to support financial professionals and their practice needs

Longtime UBS executive joins Cantor Fitzgerald

Cantor Fitzgerald Asset Management is seeking to dramatically grow its footprint in client-focused outperforming strategies.

Columbia Trust Company appoints new president

Kevin Donovan Remains CEO of Columbia Trust Company

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