Managers of Wealth Americas

Glenmede Appoints Florida Regional Director and Chief Wealth Strategist

Brings Decades of Sophisticated Estate Planning, Tax and Advisory Experience to the Firm

CIBC Innovation Banking Expands Denver Team, Adds to Management and Coverage Ranks

Ron joins from Bank of America in Denver, where he was a Senior Vice-President.

Raymond James names new Canadian wealth business head

New head of wealth management in Canada comes in with record of industry leadership and business education

Ponce Financial Group, Inc. Introduces New Executive Officer

“With the addition of Sergio Vaccaro as CFO, the transition of Frank Perez to CIRO and the recent addition of Luis Gonzalez as COO, we have assembled in short order an executive team that is highly experienced, shares our vision and can execute on o

Accenture Appoints Group Chief Executive – Strategy & Consulting

Former S&C group chief executive Annette Rippert to retire after outstanding 28-year career at Accenture

Northern Trust Announces Leadership Changes to Front Office Solutions and Global Foreign Exchange Businesses

Global Foreign Exchange provides a range of liquidity, trading, transaction processing and outsourced FX solutions for institutional investors.

Rob Ridge promoted to US West wealth leader at Mercer

He most recently served as wealth office business leader for the Mountain States, where he focused on developing and leading retirement consulting relationships in the region.

Patricia Loepker Named Head of Investment Products for Wells Fargo Investment Solutions

In her new role, Loepker will oversee all investment products for WIM

BNY Mellon Wealth Management Named Senior Client Strategist in Miami

Gonzalo is based in Miami and reports to Laura Kaplan, market president, South Florida.

Manulife announces appointments to Executive Leadership Team

Recognized for the breadth of his experience, Mr. Irshad has held a variety of roles across general management

Ellen Cooper Assumes Role of Lincoln Financial Group President and Chief Executive Officer

Cooper will serve as the first woman and 10th president and CEO in company’s 117-year history

Deutsche Bank hires Citi advisors for int'l biz

He joins after more than 13 years with Citi Private Bank

Credit Suisse Executive Hired by Brazil Distressed Asset Manager

The partnership allows Jive to start offering less complicated distressed investments to XP’s mom and pop investors and to grow more aggressively through acquisitions.

Baker Tilly appoints Private Wealth Practice head

In his new role, Campbell will be responsible for strategy and operations of Baker Tilly’s private wealth practice

J.P. Morgan Asset Management Hires New Global Head of Broker Relationship Management

"Optimizing these relationships delivers benefits for the firm as well as our clients, and we look forward to the value Carissa will add to our management team."

GEM equity manager to exit Abrdn

Developing world specialist to depart asset manager after nearly 13 years with the group.

Alvarez & Marsal Appoints John Scerbo to Establish Fund Management Solutions Practice

Private Equity veteran to advise PE clients on optimizing operations, becoming more productive and addressing risks

Northern Trust Appoints Patrick Dominick Senior Managing Director in Barrington Office

He was responsible for the day-to-day management, strategic planning and growth of $5 billion in assets under management and administration.

Booz Allen Names COO

Leader to drive operational performance, growth strategy

Baker Tilly appoints Private Wealth Practice head

In his new role, Campbell will be responsible for strategy and operations of Baker Tilly’s private wealth practice

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