Managers of Wealth Americas

Cambridge Trust Company Welcomes Marty Courage and Heather Colleary to Wealth Management Team

New Appointments Bring 50 Years’ Combined Experience in Financial Services

First Citizens Bank appoints executive director of external affairs

First Citizens Bank has appointed an executive director of external affairs; a newly created position.

Ex-Citadel and Millennium PM who left to trade for Coinbase resigns

Rayner-Cook left finance to become a fintech founder in 2018 with Ivno, a blockchain based startup that was acquired by R3 in 2021.

Zurich North America names Chief Risk Officer

Chai will be a vital member of Zurich’s global Leadership Team, the Risk Management Executive Committee, and Zurich North America’s Executive Committee.

Chad Alderson Joins Broadridge Canada as General Manager, Global Technology and Operations

Alderson joins Broadridge to drive continued expansion, innovation in the Canadian market

Peter Flynn joins Xceedance

In his new role at Xceedance, the company said, Mr Flynn will manage personal lines client engagements and spearhead innovation.

Mosaic Insurance appoints Taylor Denier

Taylor’s hire is just the beginning of an ambitious growth plan that demonstrates Mosaic’s commitment to our environmental liability division.

Goldman Sachs to Hire in Wealth, Asset Management, Gnodde Says

Growth in these units helped boost the bank’s recent fourth-quarter earnings

Wedbush Securities Welcomes Patricia Hirata and Nobue Weber as Newest Wealth Management duo in Pasadena, CA

The duo will be based in the firm’s Pasadena office

Kensington Asset Management Strengthens Leadership with Appointment of Steven Chang as Chief Compliance Officer

Chang brings a distinguished career spanning over 18 years

ZEDRA’s Joanne Fairbairn Named DC Committee Chair and Appointed to PLSA Policy Board

She has also been appointed a member of the PLSA‘s Policy Board.

Liontrust appoints Heads of Global Growth Equities and Global Distribution (ex UK)

These are key appointments in enabling Liontrust to expand its fund offering, international distribution and client base.

Everest taps Chubb for US retail casualty insurance head

Hazelton will oversee the direction and strategy of Everest’s US retail casualty business, including the division’s industry practices segment.

Morgan Stanley Appoints 155 New Managing Directors

With offices in 42 countries, the Firm's employees serve clients worldwide

TriState Capital Bank Hires Lettrich as SVP & Relationship Manager of Private Banking

Prior to that, he worked at Mellon Financial as a vice president and financial advisor.

Everest appoints Bill Hazelton

He has more than three decades of extensive industry experience

Arch subsidiary taps Berkshire Hathaway for CIO

He will report to Prashant Nema, executive vice president and chief information officer of Arch Capital Services LLC and Brian First, president of Arch Insurance North America.

Merrill Loses 26-Person FA Team to Rockefeller

Grand Rapids, Michigan–based Axiom Wealth Partners includes 10 advisors with a combined total of 171 years in the industry, practically all of which were spent at Merrill Lynch.

Merit Financial Advisors Hires Brian Andrew as Chief Investment Officer

Brian joins Merit from Johnson Financial Group, bringing three decades of experience

Realta Wealth Appoints Respected Wealth Management Executive Mark Helliker as Chief Operating Officer

Financial Services Veteran with Experience Across LPL Financial, Charles Schwab and Wells Fargo to Enhance Operations and Elevate Financial Advisor Experience

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