Managers of Wealth Americas

Columbia Trust Company appoints new president

Kevin Donovan Remains CEO of Columbia Trust Company

Delegate Advisors Names President and Chief Investment Officer

Benjamin Thompson Joins Firm to Support Continued Innovation and Growth

Pitcairn Names MD of Wealth Strategies

Industry veteran brings more than two decades of legal, tax, and wealth management experience to leading family office

Advisor Group welcomes Lars Lambrecht to uts platform

Massachusetts-Based Independent Financial Advisor Business Affiliates with Advisor Group Through SagePoint Financial

Arden Trust appoints Chief Fiduciary Officer

“Jennifer brings deep industry knowledge of trusts and financial planning to her new role,”

CalPERS Names New Chief Investment Officer

Musicco joins CalPERS from RedBird Capital Partners, where she led the firm’s Canadian investment business.

Citi Miami senior advisor joins Morgan Stanley to form $1bn team

Pardo’s exit follows those of fellow industry veterans and Citi advisors José Ibarra and Fernando Campoo, the latter having joined Alex.

Slate Asset Management Launches Impact Investment Strategy

He will lead the firm’s new Cities and Communities Impact Infrastructure Strategy, which will target infrastructure assets that advance the global energy transition and drive reductions in carbon emissions associated with our cities and communities.

FansXR Announces New Advisory Board Member

New advisor Bradley Rangell is Chief Executive officer and Chief Investment Officer at Iron Clad Sports a New York based sports

Oppenheimer Continues Investment Banking Growth Momentum With Appointment Of Jason Fenton As Co-Head, Healthcare Equity Capital Markets

Fenton Brings Exceptional Relationships and Experience in Capital Raising for Life Sciences Companies

Advisors Join LPL Financial, Stratos to Launch Independent Firm, Outcome Private Wealth

They join from Wells Fargo Advisors.

First Republic Bank Announces Two Board Appointments

Board Welcomes New Director Shilla Kim-Parker, Reappoints Founder and Co-CEO Jim Herbert

IQ-EQ appoints new Senior Managing Director of Accounting & CFO Support Services in North America

In this newly created role, Ray will be key in driving IQ-EQ’s efforts to grow its outsourced CFO business in the U.S., with a particular focus on private equity clients.

AXA XL appoints Pat Dougherty as Global Head, Commercial Bonds

Before joining AXA XL, Mr. Dougherty oversaw the field underwriting and marketing in the Mid-Atlantic and Northeast regions for Nationwide Commercial Surety.

NJ Professional Appointed on Board of Multi-State Financial Planning Firm

In addition to this newly announced Board of Managers seat, Kelly also leads Modera's Financial Planning Committee.

Jessica Pickens Named Principal at Strategic Wealth Partners

Prior to joining SWP, Jessica led client relationships at State Street Global Advisors and held leadership positions at Janus Capital Group and WHV Investment Management.

JPM Private Bank hires Calvert execs for sustainable investment unit

She will work with JPM’s advisors and their clients to weave sustainable investment criteria into their portfolios

Republic Capital Group appoints Managing Director

Esclamado will lead Republic Capital's Dallas office. He has over 30 years of experience in financial services strategy and technology-driven new product development

Manulife Investment Management appoints global head of real estate for private markets

"Marc's experience in real estate portfolio strategy and his strong analytic approach will be essential to expanding the competencies of the global team as they meet the demand for sustainability and return from investors,"

William Blair’s head of fixed income departs

Senior change at US asset manager as bond boss heads for the exit after two-and-a-half years.

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