Managers of Wealth Americas

BNY Mellon Wealth Management Named Senior Director Wealth Manager in Seattle

Mandy earned a Bachelor of Arts and a Master of Business Administration from Wheeling Jesuit University.

Falcon Wealth Planning Adds New Managing Director

Kevin Mayo CFP®, MBA promoted to Managing Director of Falcon Wealth’s Ontario Headquarters

CAIS Appoints George Davies as Head of Data

George will be managing teams that develop predictive analytics and machine learning across all business functions, seeking to enhance outcomes for all constituents within the CAIS community.

Ruchir Sharma quits Morgan Stanley after 25 years

His core Morgan Stanley Global Emerging Markets fund has beaten the MSCI benchmark index by 6.9% over the past year.

BlackRock launches new research effort on retirement risks

BlackRock declined to provide additional information beyond the memo at this time.

Regions Bank Taps Channing D. Thornton to Lead Inclusive Lending Efforts; Earl Connell to Lead Consumer Banking in High-Growth Florida Markets

Leadership roles enhance companywide focus on equal mortgage access, promote strategic growth in high-profile Florida markets.

Latitude Consultancy Appoints Advisory Board To Meet Rapidly Growing Demand Of Legacy Planning From Ultra High Net Worth Individuals

Craft Brings Decades of Knowledge and Experience to the Leading Citizenship and Residency by Investment Firm in the U.S. to Propel the Next Phase of Latitude's Strategic Growth

Seventy2 Capital Wealth Management's Hunt Valley Office Continues to Grow with the Addition of Veteran Team

Jeff and Betty join Seventy2 Capital Wealth Management with each having over 20 years of experience in the industry under their belts.

Morgan Stanley Investment Management appoints new emerging markets equity head — memo

Sharma joined Morgan Stanley Investment Management in 1996 and also served as its chief global strategist.

Kasisto Names Lindsay Soergel as its First Chief Customer Experience Officer

As financial organizations of all sizes rapidly accelerate their adoption of digital assistants, the customer experience has become the centerpiece of the digital strategy across the banking industry.

John M. Peters, CFA, Joins Dowling & Yahnke Wealth Advisors as Lead Advisor

"John brings a wealth of investment and planning experience focused on serving high-net-worth clients. We couldn't be more excited for him to join our team,"

IQ-EQ appoints new Group Chief Operating Officer to lead next phase of business growth

Joanna will lead IQ-EQ’s global operations across all 24 jurisdictions

Rockefeller Capital Management Continues Growth of Private Wealth Business With Addition of the Atlantic Group

Dual-headquartered team brings RCM services to Palm Beach and Bethesda

SASB Founder to Lead Blackstone's ESG Efforts

Dr. Rogers will oversee Blackstone’s corporate ESG team, leading strategy, integration, reporting and engagement.

BBH boosts private banking team

Is BBH's first full-time employee in the Houston market

CFA Institute Names Chief Financial Officer

Brings more than 20 years of experience to the CFO role

Crestbridge appoints new business development director for the US

Crestbridge plans to boost US business by increasing executive presence within the region.

Cambridge Bancorp Announces Expansion of Wealth Management Team

Cambridge Trust welcomes five new employees to further enhance client services

IQ-EQ hires Group Chief Information Officer as part of long-term technology push

She has previously held a number of senior technology leadership roles with insurance firms including Bupa, management consulting firms including McKinsey and Andersen and Fortune 100 banks.

SVB Financial Group Appoints Elizabeth Burr to its Board of Directors

SVB helps address the unique needs of entrepreneurs, innovative companies and their investors in the technology and life science sectors.

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