Managers of Wealth Americas

Credit Suisse appoints former Morgan Stanley banker in Mexico

Previously head of Morgan Stanley's investment banking operations in Mexico

Technisys Appoints Banking Industry Veteran

Yeh to further strengthen Technisys's robust North American legal and compliance capabilities and expand 'regulatory readiness' of the company's next-gen digital products and offerings

Rothschild & Co hires Bob Berry as Managing Director in North America

Bob’s hiring significantly strengthens our private equity franchise and roster of accomplished advisors.

American Equity Names Chief Financial Officer

“American Equity is a company on the move,” added Axel André.

Milbank Continues Global Corporate Private Equity, M&A Growth

His experience dovetails with the rest of our global team

Fieldpoint Private Names Directors

Emmitt Smith, Jr. and Adam Ercoli will lead the firm’s efforts in the Southeast and Northeast

Wealth Manager Ashley Evans Joins First Republic in San Francisco

Ashley Evans is an accomplished wealth manager and a terrific addition to our growing team of wealth management professionals serving the San Francisco Bay Area.

Huntington Hires Michael Maeser To Lead Twin Cities Wealth Management Team

In his new role, Maeser will oversee all aspects of the Huntington Private Bank's expansion into the region following Huntington's recent merger with TCF Financial.

Willis Towers Watson names new Global Leadership Team to drive the company forward

This Global Leadership Team consists of voices across our geographies, segments and functions.

MGO Private Wealth Welcomes V. David Russell as Managing Director and Head of Family Office Services

Bringing experience in both private equity and private wealth management, David will concentrate on building out the firm's multi-family office practice and investment platform. H

Lincoln Financial Group Announces Executive Leadership Succession

Ellen Cooper to be appointed President and CEO following 2022 Annual Meeting Dennis Glass to transition to Board Chair

NBT Bancorp Inc. Appoints Ruth Mahoney President of Wealth Management

A graduate of Marist College with a bachelor’s degree in Business Administration and Marketing, Mahoney lends her leadership abilities to many organizations.

SFOX names former Goldman exec John Mannino director of compliance

He oversaw and ensured daily compliance for the OTC derivative margin and collateral processes while navigating the rapidly changing derivative regulatory environment as it emerged globally.

Morgan Lewis Expands ESG and Nonprofits Team

Kim, who is resident in the San Francisco and Washington, DC, offices, previously spent 11 years at Morgan Lewis

Leading Tax Attorney Joins Kirkland

In his tax controversy practice, Mr. Husseini represents clients before the Internal Revenue Service in examination, mediation and appeals proceedings, before arbitrators in private party tax disputes

Hogan Lovells adds former FERC Chairman Neil Chatterjee to Washington, D.C. office

Prior to his tenure at FERC, Chatterjee served as an advisor to Senate Majority Leader Mitch McConnell (R-KY), where he played an integral role in the passage of major energy, highway and agriculture legislation.

Lincoln Financial Group Announces Executive Leadership Succession

Ellen Cooper to be appointed President and CEO following 2022 Annual Meeting Dennis Glass to transition to Board Chair

Four-Person Advisor Team Joins UBS

Together, they will focus on serving the holistic wealth management needs of high-net-worth clients, executives and business owners in Santa Barbara, as well as other locations across the U.S.

SFOX Names New Director of Compliance

Mannino joins SFOX after more than two decades of extensive operations and regulatory compliance experience at Goldman Sachs.

Wealth Manager Joins First Republic

She provides customized wealth management solutions to high net worth individuals and families, with a focus on equity compensation and concentrated stock positions.

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