Managers of Wealth Americas

AllianceBernstein Announces First Global Head of ETFs

He will be responsible for bringing AB's diverse set of investment capabilities to the active ETF marketplace.

HSBC USA Announces Four New Appointments to Its Boards of Directors

When we set out to appoint new members to our Boards, we were focused on finding experienced individuals who would bring diverse views and perspectives

Halo Investing Adds Former KeyBank Wealth Management President to Advisory Board

Mr. Jenkins has deep experience in all segments of the wealth management business and across banking, RIA, and Broker-Dealer channels. He also is known for his client-focused approach that is inclusive of technology solutions.

Principal Financial Group Announces New Head of U.S. Retirement Business

Schaaf departs Principal after serving in key leadership roles across the organization.

Starboard Advisors appoints Family Office president

As a seasoned family office executive with 24 years of experience serving major family offices in New England, Ouellette brings a unique perspective and focus on client service to the privately owned wealth management firms.

WMS Partners Adds Four New Employee Shareholders

Tim Chase, Chairman of WMS, said, “Laura, Chris, Sam, and Nate represent the very best of WMS, and we are thrilled to welcome them as new shareholders.”

Concert Group Adds To Management Team

Ms. Fetter, who will report to Concert’s Chief Legal Officer Matthew Wagner, takes up her post on February 1, 2022.

Harbourfront Wealth appoints MD of Tax & Wealth Planning

Paul is responsible for nationwide directives including the development of a Wealth and Estate Planning division, an Investment Advisor Training and Education program, and the ensemble of a National Strategic Partnership Network for his previous firm, Can

First Western Trust Hires New Market President

She is a proud native of Scottsdale, having called the area home her entire life. Her professional credentials include leadership positions at First Citizen’s Bank and BBVA

KeyBank names Chief Diversity, Equity, and Inclusion Officer

Helena holds a bachelor's degree in Business Administration and Marketing Management from University of Colorado and an MBA from Hamline University.

Key Private Bank named regional sales leader for Central New York

She is responsible for leading the sales and service efforts of Key Private Bank

Pinnacle adds to US leadership

The US is now Pinnacle's largest market by funds under management outside of Australia.

Robert Smith of Scottsdale Financial Group Joins Focus Partner Firm TMD Wealth Management

Smith has over 30 years of experience in providing an array of wealth management services to high net worth individuals and families, and he also has deep expertise in structuring customized insurance solutions.

Wells Fargo Names Jessica Lupovici to Lead Its Middle Market Banking East Region

Lupovici will join Wells Fargo in April

Google cofounder Sergey Brin’s family office to open in Singapore

He hung on to the stock for years, then sold it for more than $500 million last year, the most since it was first issued in 2016.

Harbourfront hires executive managing director of tax and wealth planning

Paul Marion will develop a new tax and wealth planning framework for wealthy clients

Morgan Stanley Elevates Hogan, Perez-Hernandez in Tech Group

Drew Guevara, a previous co-head of global tech banking, will also become a vice chairman of investment banking. Read more at: https://www.bloombergquint.com/business/morgan-stanley-elevates-hogan-perez-hernandez-in-tech-group Copyright © Bloomberg

Winthrop Rockefeller Foundation adds two to board

The WRF Board also reappointed two board members for second terms and elected officers for 2022.

Julius Baer restructures LatAm unit, Mexico head exits

The move reflects Cuomo’s growing stature as a leading figure for Julius Baer’s Latin America business.

Regions Bank appoints Community Development Manager

28-year financial services veteran to oversee Community Reinvestment Act activities.

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