Managers of Wealth Americas

Advisors Join LPL Financial, Stratos to Launch Independent Firm, Outcome Private Wealth

They join from Wells Fargo Advisors.

First Republic Bank Announces Two Board Appointments

Board Welcomes New Director Shilla Kim-Parker, Reappoints Founder and Co-CEO Jim Herbert

IQ-EQ appoints new Senior Managing Director of Accounting & CFO Support Services in North America

In this newly created role, Ray will be key in driving IQ-EQ’s efforts to grow its outsourced CFO business in the U.S., with a particular focus on private equity clients.

AXA XL appoints Pat Dougherty as Global Head, Commercial Bonds

Before joining AXA XL, Mr. Dougherty oversaw the field underwriting and marketing in the Mid-Atlantic and Northeast regions for Nationwide Commercial Surety.

NJ Professional Appointed on Board of Multi-State Financial Planning Firm

In addition to this newly announced Board of Managers seat, Kelly also leads Modera's Financial Planning Committee.

Jessica Pickens Named Principal at Strategic Wealth Partners

Prior to joining SWP, Jessica led client relationships at State Street Global Advisors and held leadership positions at Janus Capital Group and WHV Investment Management.

JPM Private Bank hires Calvert execs for sustainable investment unit

She will work with JPM’s advisors and their clients to weave sustainable investment criteria into their portfolios

Republic Capital Group appoints Managing Director

Esclamado will lead Republic Capital's Dallas office. He has over 30 years of experience in financial services strategy and technology-driven new product development

Manulife Investment Management appoints global head of real estate for private markets

"Marc's experience in real estate portfolio strategy and his strong analytic approach will be essential to expanding the competencies of the global team as they meet the demand for sustainability and return from investors,"

William Blair’s head of fixed income departs

Senior change at US asset manager as bond boss heads for the exit after two-and-a-half years.

NewEdge Wealth Appoints Karen Glassman as Managing Director

Highly experienced advisor joins NewEdge to support the firm’s investment management strategy for ultra high net worth clients and lead women’s advocacy efforts.

Wells Private Bank Team in N.C. Decamps for Morgan Stanley Private Wealth

Their shift comes as parent bank Wells Fargo & Co. finalizes a slew of organizational changes in the Private Bank that have created some upheaval among advisors.

Tiedemann Group and Alvarium Investments Provide Update on Board Appointments

Our board nominees are proven leaders who bring a depth of expertise and knowledge that complements our existing world-class team.

Simon-Kucher elects two new partners in US

The Germany-based consultancy last year expanded into Finland with a new office in Helsinki, and also opened a new office in Berlin.

KKR Appoints a New industry advisor

He brings nearly two decades of experience in energy policy and regulation and has had a distinguished career in the public and private sectors.

Chief Executive Officer Appointed, BNY Mellon Treasury Services

She earned her MBA at the University of Michigan

Goldman Sachs Private Wealth Management arm opens new office in Monaco

Last month, Goldman Sachs' shares fell after Wall Street's premier investment bank missed quarterly profit expectations

BNY Mellon Treasury Services appoints new CEO

Ms. Barker is a financial services veteran with almost two decades of experience in treasury services, both in the US and Asia

Ropes & Gray boosts Global Tax Practice

Scott counsels clients on corporate and partnership tax matters from formation to exit with special emphasis on mergers and acquisitions, including the sale of founder-, private equity- and venture-backed companies.

Moore Global looks to the future, appointing new sector leads

The global leaders will work alongside the 233 member firms within Moore Global

People Moves