Managers of Wealth Americas

Julie Boland Elected EY US Chair and Managing Partner and Appointed Americas Managing Partner Effective July 1, 2022

She holds an MBA from the University of Chicago and a bachelor’s degree in accounting from the University of Vermont.

Cherry Bekaert Wealth Management Appoints The New Chief Executive Officer

He has over 25 years of experience in coaching clients and advisors in a CPA-based wealth management firm as a strategic advisor and growth partner

Oliver Wyman Welcomes Back James Wiener As Partner And Vice Chairman For Financial Services In The Americas

From 2014 to 2021 Jim was a Senior Executive Vice-President and member of BNY Mellon’s Executive Committee.

Creighton AI Announce A New CEO

Terry Feeney, former COO of Millennium Management, joins leadership team as senior advisor

Itaú restructures global wealth management leadership team

Meanwhile, fellow São Paulo-based Nicholas McCarthy was appointed CIO for all of Itaú’s wealth management businesses.

Wealth Enhancement Group Accelerates Multi-Year Growth Strategy by Appointing Eric Weiss as Chief Growth Officer

Seasoned C-Suite FinTech Leader from Personal Capital to Focus on Digitally-Enabled Organic Growth

Buccella Named Ethic’s Next CEO

EWB focuses on high-net-worth private banking.

Advisor Group appoints three senior executives

Tim Hodge Named Executive Vice President, Trading and Operations; Jen Roche Appointed Senior Vice President, Corporate Content, Communication, and Public Relations; Aiyisha Adams Hired as Vice President of Advisor Engagement

Lincoln Financial Network Strengthens Commitment to Diversity and Inclusion with New Head of Multicultural Markets

Samantha Hunter brings more than 15 years of experience in development initiatives to support financial professionals and their practice needs

Longtime UBS executive joins Cantor Fitzgerald

Cantor Fitzgerald Asset Management is seeking to dramatically grow its footprint in client-focused outperforming strategies.

Columbia Trust Company appoints new president

Kevin Donovan Remains CEO of Columbia Trust Company

Delegate Advisors Names President and Chief Investment Officer

Benjamin Thompson Joins Firm to Support Continued Innovation and Growth

Pitcairn Names MD of Wealth Strategies

Industry veteran brings more than two decades of legal, tax, and wealth management experience to leading family office

Advisor Group welcomes Lars Lambrecht to uts platform

Massachusetts-Based Independent Financial Advisor Business Affiliates with Advisor Group Through SagePoint Financial

Arden Trust appoints Chief Fiduciary Officer

“Jennifer brings deep industry knowledge of trusts and financial planning to her new role,”

CalPERS Names New Chief Investment Officer

Musicco joins CalPERS from RedBird Capital Partners, where she led the firm’s Canadian investment business.

Citi Miami senior advisor joins Morgan Stanley to form $1bn team

Pardo’s exit follows those of fellow industry veterans and Citi advisors José Ibarra and Fernando Campoo, the latter having joined Alex.

Slate Asset Management Launches Impact Investment Strategy

He will lead the firm’s new Cities and Communities Impact Infrastructure Strategy, which will target infrastructure assets that advance the global energy transition and drive reductions in carbon emissions associated with our cities and communities.

FansXR Announces New Advisory Board Member

New advisor Bradley Rangell is Chief Executive officer and Chief Investment Officer at Iron Clad Sports a New York based sports

Oppenheimer Continues Investment Banking Growth Momentum With Appointment Of Jason Fenton As Co-Head, Healthcare Equity Capital Markets

Fenton Brings Exceptional Relationships and Experience in Capital Raising for Life Sciences Companies

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