Managers of Wealth Americas

JPMAM Hires Former Florida State Board CIO

“As Springsteen said, first you have to get your facts learned. And gathering facts is something J.P. Morgan has an extraordinary information edge in,” says Williams.

Centura Wealth Advisory Nabs Wealth Management Leader

San Diego based wealth management firm welcomes Chris Osmond, CFA, CAIA®, CFP® as their new Partner & Chief Investment Officer

Craig McNeil joins Capgemini Invent as president for North America

Capgemini Invent today has a global team of more than 10,000 strategists, product and experience designers, brand experts, data scientists, and technologists.

BNY Mellon Wealth Management nameds Senior Client Strategist

He joins BNY Mellon Wealth Management from Fidelity Family Office Services, where he served as vice president, business development.

Barclays appoints Americas Head of International Corporate Banking

In his new role, Graham will lead the strategy and execution for the International Corporate Banking business in the Americas.

Cresset Hires Trio of Wealth Advisors

Chris Georgopoulos, Thomas McKeown, and Beth Kytle Chandler join Cresset's West Palm Beach, Chicago, and Atlanta offices

Fernando Vallada appointed CEO of Julius Baer Family Office in Brazil

This management change will pave the way to meet Julius Baer's ambitious growth targets for Brazil and to create a more dynamic Julius Baer franchise in the country under one leadership.

Maxim Group Hires Eric Cheng as Its Head of Healthcare Investment Banking

Mr. Cheng also served as Chief Business Officer for Medicus Sciences Acquisition Corp., and Co-Head of Healthcare Investment Banking at Roth Capital Partners.

Citi Private Bank names LatAm vet to senior Miami role

He later became a relationship manager for the group’s commercial banking business managing a portfolio of middle market clients.

Apollo Appoints Jessica Bibliowicz to Board of Directors

With this addition, the Apollo Global Management, Inc. board of directors will increase to 17 directors, 12 of whom are independent.

Cresset Hires Trio of Wealth Advisors from Bank of America, Fidelity, and J.P. Morgan

Chris Georgopoulos, Thomas McKeown and Beth Kytle Chandler join Cresset's West Palm Beach, Chicago, and Atlanta offices.

Rothschild & Co hires Managing Director and Vice Chairman in North America

Prior to joining Rothschild & Co, Mr. Arrastia was a Managing Director in the Consumer & Retail Investment Banking Group at RBC Capital Markets.

Oak Hill Capital Names Chief Talent Officer and Senior Advisor

New Chief Talent Officer expands Oak Hill's established Senior Advisor operating program and further strengthens value-added partnership with portfolio company management teams

Scotiabank hires RBC’s Sasson Darwish for software investment banking

A representative for RBC declined to comment, and Scotiabank didn’t immediately respond to requests for comment.

Appointment of New Independent Directors

Mr. Okorie brings over 30 years of experience in the financial services industry to the Board. Mr. Okorie serves as President and CEO of Windy Hill Capital, a financial consulting firm providing expertise in the areas of financial and banking regulatory c

People Moves