Managers of Wealth Americas

Consilio Wealth Advisors Hires New Investment Strategist Hao Dang to Expand Investment Advisory Offerings

"Joining Consilio allows me to leverage my strengths to help working professionals and retirees reach their goals,"

SVB Financial Group's Expansion into Tech Investment Banking Continues with New Senior Bankers and the Launch of Technology Leveraged Finance and Equity Capital Markets

SVB serves the world's most innovative companies and their investors via commercial banking with Silicon Valley Bank

Broadridge Names Global Chief Marketing Officer

She will be a member of Broadridge's Executive Leadership team, reporting to Chris Perry, President of Broadridge. She will be based in New York.

ICE Announces Senior Leadership Changes

Below is a letter that Sprecher shared with the company’s nearly 10,000 employees today.

Regional Director Joins Sanctuary Wealth West Coast

Sanctuary Hires Former Director and Assistant Market Head with UBS Wealth Management

Deutsche PB recruits Americas discretionary boss from BofA

His hire comes shortly after Deutsche Bank recruited Amrit Walia from Wells Fargo as its new co-head of the Americas IPB business.

KKR Announces New Partners and Managing Directors

Their many contributions as well as their commitment to KKR’s culture and values have played a significant role not only in shaping our firm and inspiring our colleagues, but also in helping meet KKR’s mission of supporting our clients and the

Wilmington Trust Promotes Walter Dillingham to Director of Endowments & Foundations Practice for Wealth Markets

Wilmington Trust is a leader in wealth management and corporate and institutional services.

Oliver Wyman announces Partner Promotions for 2022

Effective January 1, 2022, the firm’s new Partners are listed below in alphabetical order.

AlixPartners adds retail digital expert

Before that, Desai spent nearly fourteen years at Opera Solutions, a Jersey City-based provider of advanced analytics software solutions, where he was latterly a principal

DSS boosts board of directors

“The addition of George and John, along with our recent acquisitions of KKS Advisors and Sofies Group, will enable DuPont Sustainable Solutions to bring our unique capabilities to more clients around the globe that are facing new and expanded risks

Lincoln Financial Group Names Chief Investment Officer and Chris Neczypor Chief Strategy Officer

Bronchetti succeeds Ellen Cooper, who will be appointed President and CEO following 2022 Annual Meeting. Neczypor steps into newly created role focused on long-term growth.

First Bank & Trust Company Expands Trust & Wealth Management

Julie Eades is Promoted to Assistant Vice President and Wealth Management Officer

SVB Private Bank Appoints Head of Relationship Management

As head of relationship management, Mehrotra will lead a team of advisors nationally who deliver holistic wealth advice to clients in the innovation economy.

Schwab's top gatekeeper hunts for hires to boost alts research

Currently alternatives on Schwab’s platform are only available via RIAs who custody with the firm, but Iachini said that this might change in the future.

JP Morgan AM promotes Yo Takatsuki to new global head of investment stewardship role

Reporting to Jennifer Wu, global head of sustainable investing

Ford executive hired by Wells Fargo for investment banking post

Hunter Patton was on Ford's global strategy and corporate development team

JPM Private Bank boosts Mexico team with new recruit

He has also previously held a number of investment banking roles, working for Sheumack & Co. as well as at Torino Capital, both in New York.

Baird Adds The HBGW Group to Wealth Management Office

The team manages $500 million in assets under management.

Global M&A and Private Equity Partner Joins Sidley

He has significant experience in strategic and financial-sponsor M&A and investment transactions, capital markets

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