Managers of Wealth Americas

Grant Thornton names San Francisco Partner as firm’s Private Equity Tax Growth leader

Krygier has more than 15 years of experience serving public and private companies across multiple industries.

Independent Wealth Management Firm, Sentinel Trust Company, Strengthens Leadership Team with Two New Vice Presidents

Devangi D. Thakkar and Foluyinka B. Folowosele join to support organizational growth.

State Street To Appoint Brad Hu to Chief Risk Officer

Appointment follows planned succession of Andrew Kuritzkes

AIG Announces Senior Leadership Changes

Appointments Position AIG for Continued Success and Enhance Life & Retirement’s IPO Readiness - Mark Lyons to Become Global Chief Actuary & Head of Portfolio Management, AIG - Shane Fitzsimons to Become Chief Financial Officer, AIG - Elia

Stonehage Fleming expands the US family office team

The appointment was effective from 13 September 2021.

BTIG Fixed Income Credit Strengthens Emerging Market Debt Sales Team

Mr. Phillips has more than 25 years of industry experience

Sun Life announces new President of Sun Life Asia

He will be responsible for one of Sun Life's fastest growing strategic pillars

Kristin Lesher Named Head of Middle Market Banking for Wells Fargo

Lesher has a B.A. from Duke University, and an MBA from Northwestern University’s Kellogg Graduate School of Management, where she was an F.C. Austin Scholar.

HSBC hires Pandit to head up sustainable bonds in Europe

The UK lender has named Anjuli Pandit as head of sustainable bonds for Europe, the Middle East and Africa and the Americas, according to an internal memo seen by Financial News.

Six-Person Advisor Team Joins UBS in New York City

Together, they manage $890 million in client assets.

Stifel Welcomes Lake Wealth Management Group, Opens Two New Offices in Missouri

he Lake Wealth Management Group will be serving clients from two new Private Client Group offices in Lake Ozark and California, Missouri, along with the firm’s existing office in Frontenac, Missouri.

Strategic Wealth Partners appoints Director of Investments

Garrison’s Industry Experience Will Bolster the Firm’s Existing Investment Processes

RBC Add Ex-Morgan Stanley Advisors With $450M

“We also share the firm’s client-first values, which is incredibly important to us as we build wealth management strategies designed to meet our clients’ needs and goals,”

Chris Smyth appointed as EY Americas private equity leader

Smyth most recently spent eight years as managing partner of strategy and transactions for the US Central region, overseeing a team of more than 1,110 EY professionals in 42 offices.

ABA elects Zions Bank CEO as chair

Election was held recently in Tampa, Florida

Bottomline Appoints Three New Directors to Board of Directors

Bottomline also announced that the Board has formed a new Strategy Committee responsible for evaluating and making recommendations with respect to the Company’s market position and strategy, acceleration of subscription revenue growth and opportunit

North Highland names next CEO

At North Highland, he has been responsible for the firm’s client-facing strategy and sales and demand generation activities, including go-to-market strategies.

Wealth Manager David Munoz Joins First Republic in New York

He will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

LPL Financial Welcomes Shunyia & Co. Private Wealth Advisors

Looking to serve his clients’ best interests, broaden investment choices and take more control of his business, he chose to partner with LPL and align with America Group Retirement Strategy Centers, a large enterprise that supports LPL-affiliated ad

Citi Poaches Capital One Exec for New TTS Global Head of Digital

He also will develop a network and distribution plan and move toward integrating all digital products that TTS offers into a central ICG access point.

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