Managers of Wealth Americas

Merrill Fires 2 Reps Over Do Not Call List Violations

The firm’s actions come as it continues to shift away from cold calling.

BofA Names New Leaders in Fixed Income, FX After Departures

Woo departed Thursday after more than 10 years at the bank

Hightower Names Lisa Dolly, Former Pershing CEO, and Darrell Horn of Green Square Wealth Management to Board of Directors

Hightower CEO Bob Oros will take on the Chairman role

Manulife Securities welcomes Richard McIntyre

Industry veteran brings over 20 years’ experience working with independent financial advisors in Canada and the UK

Wells Fargo Advisors Embraces More Execs from Private Bank

Cross-selling bank services to wealthy investment clients is now a given at firms like Bank of America-owned Merrill Lynch, whose advisor team pages include bank and trust liaisons, UBS Wealth Management Americas and Morgan Stanley.

Apollo Appoints Lead Independent Director

Appointment is Latest Step in Firm’s Corporate Governance Enhancements

Citi promotes Conor Davis into top sales role in its markets unit

Citi has been searching for a replacement for Jim O'Donnell, who took on a new role as head of Citi's new global wealth unit unveiled by incoming chief executive Jane Fraser in January.

FNCB Bank Appoints James F. Burke Executive Vice President, Chief Banking Officer

As Chief Banking Officer, Mr. Burke will be responsible for the oversight of the Bank’s Commercial Lending, Retail Lending and Retail Banking units.

Cammack Retirement Group Joins CAPTRUST

CAPTRUST Surpasses Half a Trillion Dollars in Assets and Adds Location in NYC

Julene Richards named Assistant Market Head at UBS in South Florida

As Assistant Market Head, Julene will also be responsible for the South Florida market's growth efforts, as well as identifying and recruiting key talent.

RF Capital Announces Andrew Marsh to Step Down as CEO of Richardson Wealth

Mr. Marsh was also a key part of the successful transaction last year that transformed GMP Capital Inc. into RF Capital and consolidated 100% of the Richardson Wealth business under the RF Capital umbrella.

Octavia Wealth Advisors Hires Cristina Campabadal to Lead the RIA’s International Growth Effort

Industry veteran brings close to two decades of experience to $1.4 billion wealth management firm

Wells Fargo Raids Financial Services Rivals for Legal Team Trio

The additions come after the San Francisco-based financial services company shed thousands of employees last year, part of a series of changes implemented by its new CEO, Charles Scharf, a former JPMorgan executive.

Slate Asset Management Appoints First Chief Technology Officer to Support Growth Strategy

As Slate continues to build on its successful use of data in asset management, transaction diligence and market intelligence, we're absolutely delighted to name Matt as our first CTO.

Chelverton Asset Management appoint Sally Clifton as Responsible Investing Manager

Clifton has held roles in investment management, business advisory and incubation in a career spanning 25 years – a near perfect fit for a specialist investor in sub-FTSE 100 listed equities, AIM traded companies and unquoted SMEs.

Joanne Howard Joins Bailard

Howard joins from Allianz Global Investors

Cresset Hires Senior Goldman Sachs Advisor Hanley Sayers, Establishes Presence in the Houston Market

Hanley Sayers will help to lead Cresset's growth in Texas

U.S. Bancorp adds banker to find sustainable investments for clients

Before joining U.S. Bancorp, Martin was founder and CEO of Global Oak Capital Markets

Chubb Appoints Division President of ESIS, Inc.

Ms. Sherman began her career with Chubb in 1997 leading transformational technology solutions, and throughout her tenure has held progressive leadership roles in several offices within the Chubb organization.

IFC Appoints New Regional Director for Latin America and the Caribbean

"Latin America and the Caribbean is a priority for IFC. Given the COVID-19 pandemic, Spicer's leadership skills and his wealth of experience will help us play a key role in catalyzing private investment in the region,"

People Moves