Managers of Wealth Americas

Schechter Investment Advisors Adds Senior Advisor

Schoffman has held financial advisory roles with Retirement Planners of America

MUFG Bolsters Leveraged Finance Platform With Hiring of Trading and Syndicate Heads

Todd Bondy to run high-yield bond trading; Ryan Munro to take on syndicate and capital markets role for leveraged loans and high-yield bonds

Apollo Announces Impact Advisory Committee

Lisa Hall Chairs Committee of Industry Experts

Jane Fraser Is Hitting Refresh at Citigroup

The new CEO takes over Monday with two major goals: simplify the bank and make regulators happy

Round Table Wealth Management appoints new President

He brings over 30 years of experience and relationships in the financial services industry.

Raymond James Strengthens Commitment to Technology

He joins the firm as a Managing Director of Technology Investment Banking

Geneviève Piché Leads Banking Environmental, Social and Governance (ESG) Solutions in Corporate & Investment Banking

Appointment reflects surge in client demand for ESG products and services

William Blair Continues Investment Banking Expansion Adding SPAC M&A and Capital Markets Advisory Team

“SPACs are a key component of the continued convergence of the public and private capital markets and Bryan and Eric are a veteran team that share our focus of adding long-term value for clients.

Wealth Enhancement Group Announces Addition of Morningstar CEO Kunal Kapoor to its Board of Directors

Appointment of Globally Recognized Industry Leader Further Advances Wealth Enhancement Group's Strategy of Investing in Executive Talent and Technology to Drive Accelerated National Growth

Morris W. Applewhite appointed to Credit Suisse Holdings USA Board of Directors

Applewhite currently serves as Managing Director at Year Up, a nonprofit workforce development program that provides young adults with technical and professional skills training to move from minimum wage jobs to meaningful careers.

York Capital Bolsters Private Equity Team and Announces Promotions

Prior to joining York, Mr. Pearson spent over 13 years at Wellspring Capital Management

Credit Suisse Hires Campbell From BofA as a Managing Director

Campbell has been with Merrill Lynch since 2010, and been a managing director for equity synthetics and securities lending for two years, according to her LinkedIn profile.

Merrill Lifer and His $4.4-Mln Alabama Team Jump to Morgan Stanley

The team is now doing business as The Runkle Group and maintains a second office in Atlanta and an outpost in Destin, Florida, according to its Morgan Stanley website and registration records.

Altruist Hires TDAI Alum

Dorsey will bring deep ties to the RIA space as Altruist's new chief strategy and revenue officer, responsible for business growth and client support.

King & Spalding adds Shearman partner amid soaring revenue, profits

Russell Sacks has joined King & Spalding’s corporate, finance and investments practice group in New York.

Rockefeller Recruits Merrill Lynch Team In Denver With $450M AUM

Richeda joined Merrill Lynch Wealth Management in the summer of 1996 after having spent several years in the public finance space of the investment banking industry in both St. Louis and Houston.

TIS Kicks Off New Year in the US with Key New Hire, New Funding and New Business

Names Chris Calhoun as CEO of TIS in the Americas

ZEDRA appoints Brieanne Runsten to support US West Coast companies

Brieanne will be based at ZEDRA’s San Francisco office with a focus on Northern California, Los Angeles, San Diego, Portland and Seattle.

Larry Richman to retire from CIBC Bancorp USA Board of Directors

Richman spent his entire 40-year career in Chicago

State Street Appoints New Global Chief Marketing Officer

Industry Veteran Theresa McLaughlin to Lead the Firm’s Global Marketing Organization

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