Managers of Wealth Americas

Magnus Financial Group Announces Katherine Babicz, CFP®, Has Joined the Firm as Vice President of Investment Operations

Prior to Morgan Stanley, she was a Financial Advisor at Merrill Lynch and Edward Jones.

Hon. Navdeep Bains to join CIBC as Vice-Chair, Global Investment Banking

Our clients in the innovation and technology sectors are seeking to expand their opportunities in a rapidly changing environment

Senior Financial Advisor Joins Blue Chip Partners

Prior to joining Blue Chip Partners, Reaume was an Investment Advisor Representative and a Financial Advisor at LPL Financial.

Doug Collins makes switch to Triton Wealth

“There’s so many more things we can bring to the table,”

Emerton promotes Nicolas Weissberg to partner in New York

“Outside of client work, Nicolas is also heavily invested in the development of our New York office by playing a major role in the recruitment and training of our team.”

Mako Fintech strengthens leadership team

“The top executive talent that we’re attracting to our Montreal headquarters cements this city’s reputation as a Canadian fintech leader,” Bouskila said.

Winston & Strawn Names Seven New Office Managing Partners

This new and accomplished team of managing partners will anchor seven important markets that are key to our global strategy.

Wire Wars: Trio of Merrill Michiganders Jumps to UBS

The path from Merrill to UBS has been well trod by brokers recently, after the home of the thundering herd withdrew from recruiting veteran brokers in 2017 and has refrained from jumping back into the fray despite a steady outflow of brokers that has cont

Tanglewood Total Wealth Management Deepens Focus on UHNW Families with Investment Professional Hire

Former Tiedemann Chief Investment Strategist, Paul Buongiorno, Joins Houston Firm Leadership

FOX Announces Leadership Succession

Moustakerski and Johnson will be assuming their positions effective immediately.

Pictet LatAm boss exits with five private bankers in tow

Marc Braendlin, a former Julius Baer private banker who joined Pictet in 2019, will leave the firm alongside five others covering LatAm.

Former AllianzGI unconstrained bond PM resurfaces at alts shop

Kacper Brzezniak stepped down earlier in this year, relinquishing the co-management of his blockbuster fund, and has now joined a Connecticut-based alternative investor.

Former Merrill Team, Backed by Dynasty, Launches Nilsine Partners

The sibling-led team used startup and transition financing support from Dynasty to launch Nilsine Partners in Greenwood Village, Colo.

Barclays US Consumer Bank Announces Lili Tomovich As Chief Marketing Officer

Tomovich is a member of the Board of Directors of Dine Brands Global. She holds an MBA from Wayne State University and a Bachelor of Arts degree from Brock University.

Jeff Yabuki joins Motive Partners as Chairman and will Co-lead the Firm

Yabuki joins as Chairman and will co-lead Motive Partners with Founder and Managing Partner, Rob Heyvaert

Ocorian appoints Head of Transaction Management - Americas

Ed has transaction management responsibility across a broad range of debt capital market structures and will operate from New York.

Crewe Advisors Expands With Addition of $800 Million Team

Utah-based RIA adds former $800 million team from BMO Wealth Management

Billion-dollar Merrill Lynch team moves to RBC

Known as the Inter Alia Group, four reps and four associates make switch in Portland, Oregon.

Six-person advisor team joins UBS Private Wealth Management

At UBS, they will concentrate on working with clients who have complex balance sheets, estate tax concerns and business succession needs.

Northern Trust Asset Management Names Chief Investment Officer

Angelo Manioudakis Joins with Deep Experience Across Asset Classes

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