Managers of Wealth Americas

Aegon AM adds three to Responsible Investment team

The three new appointments allow us to continue our work, broadening our expertise, knowledge and skills base.

First Republic Lands $10-Mln Trio of Wells Fargo Private Bankers

At Wells, the trio had been part of a unit formerly known as Abbot Downing.

Wealth Management Team Led by Charles Rodgers Joins First Republic in San Francisco

Charles, Laurel and Michael have been successful providing comprehensive solutions to clients, and they share First Republic’s commitment to our unique brand of exceptional client service.

RSM Canada hires Amy Shumate as head of US tax practice

Shumate brings more than 20 years of US tax experience to RSM, having supported clients in a range of industries on federal tax compliance, state and local income, cross-border transactions, and sales and use taxation.

Investment banking chairman joins Apollo Global Management

Lewis to Join Apollo’s Management Committee

KKR Announces CEO Succession

Joe Bae and Scott Nuttall Appointed Co-Chief Executive Officers Henry Kravis and George Roberts Continue to Serve as Executive Co-Chairmen Company Announces Corporate Reorganization

Financial Advisor Joins UBS in Rutland, VT

She manages $125 million in client assets and will be joined at UBS by Client Service Associate, Shauna Graham.

AXA XL eyes professional liability expansion with new appointment

Moritt spent the first 29 years of his career at Mercer, starting as a pensions actuary and then eventually leading the firm’s North American multinational client group.

Chuck Moritt and Don Harrington join Mercer's M&A team

Based in Washington, DC, Moritt brings more than 30 years of experience in the industry.

Blackstone Hires Global Head of ESG for Private Equity

She represents Blackstone’s continued commitment to value creation through deepening ESG integration across the investment lifecycle and placing ESG at the core of its operational intervention and asset management strategy.

Cambridge Trust Welcomes William J. Fleming, CFP® to Wealth Management Team

Wealth management team expands to better support clients’ needs

Former State Street and BNY Mellon Executive, Joins Fundguard as President

Lehner to support global clients and product teams working to transform investment management and asset servicing industry through the use of AI and cloud-native platforms

Northern Trust Strengthens Foundation & Institutional Advisors West Region Team

Russak will work closely with organizations to collaboratively advise on the development of customized, cost-effective investment strategies designed to achieve their objectives.

The Stephens Group Hires Whit Kilgroe as General Counsel

“I am excited to join the Stephens Group,”

Meradia Appoints Christine (Tina) Madel, CFA, to Lead Wealth Practice

Industry expert to oversee Meradia’s portfolio of global wealth management clients

KKR appoints Evan Spiegel as new independent director

Mr. Spiegel is the Co-Founder and Chief Executive Officer of Snap Inc.

Scotiabank Names Phil Thomas as Chief Risk Officer

Mr. Thomas succeeds Daniel Moore who will be leaving the Bank at the end of the year

Citi hires Goldman banker to share leadership of global infrastructure

Leyenaar-Huntingford, who helped establish Goldman's infrastructure franchise in her time at the Wall Street bank

Thomas F. Wiese, former Executive Managing Director at Lombard, Joins Crown Global as President of Institutional Solutions

Tom is an industry leader and, most importantly, shares Crown's values for service and customized solutions to meet the special needs of U.S. and non-U.S. foundations, endowments, pension funds, family offices, and other large investors.

Broadway Technology adds two new hires to business development team

Broadway continues to invest in premier industry talent to propel its continued global growth and enhance its focus on client service.

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