Managers of Wealth Americas

Julius Baer Uruguay CEO and senior staff exit in downsizing push - sources

Felipe Perez, CEO of the Swiss private bank's business in Montevideo, has exited along with two other senior employees, sources have revealed.

BNY Mellon Wealth Management Named Tom Assad as Senior Client Strategist in Boston

Tom is based in Boston and reports to Matt Santangelo, head of Client Strategies and Business Development, New England.

Voltus Appoints Global Head of Investor Relations

J.B. Lowe joins as VP, Head of Investor Relations to expand engagement with shareholders, investment analysts, industry experts, and investors worldwide

Harbourfront Wealth hires first VP of Business Development

Ryan Ackers will take charge of acquisitions of elite advisory teams with a planning focus

Wealth Manager Joins First Republic in New York

Bakshi was named Managing Director and Wealth Manager.

Quest Appoints President

Mr. Harris replaces Prashant Kolluri

Rob Bauer steps down from International Centre for Pension Management

“The ICPM Board initiated a global search earlier this year to identify the best prospective candidates to succeed Rob, who has led ICPM with distinction for the past eight years. We are thrilled to have Sebastien Betermier join our team,”

Magnus Financial Group Announces Michael Margiasso Has Joined the Firm as an Investment Operations Associate

Margiasso is a seasoned financial services professional with seven years of experience in the industry.

Santander Bank names Pierre Habis chief consumer and digital transformation officer

Smith will continue to report to Habis and join the Santander US Leadership Team.

Republic Capital Group Congratulates Adams Chetwood Wealth Management Group on New Partner

Allworth Financial, with $15 billion in AUA, clients in all 50 states, and offices in every region of the country, was founded in 1993 in Sacramento, California.

Orchard Global Asset Management announces Danny Jeon has joined the firm as Executive Director, Head of Client Solutions

Danny Jeon will be head of Orchard Global’s newly opened liaison office in Seoul, South Korea after more than 20 years of financial services experience in investment banking and asset management

Family Office Research Welcomes Sean McElhaney as Vice President and Family Wealth Advisor

"We are excited to have Sean join our team and look forward to the energy and impact he will bring to our clients' investment plans."

Ascot hires Arch EVP to head US liability

“As our organisation continues to grow and diversify its product suite, attracting this level of management expertise is critical to ensure we maintain excellence across our specialty underwriting strategies”

Wells Fargo Names Chief Communications and Brand Officer

Bonitatibus joins Wells Fargo from Chase where she served as Chief Communications Officer

Facet Wealth Appoints Head of Investments

Graff’s more than two decades managing fixed income portfolios will serve as an asset to Facet’s clients

AllianceBernstein taps WisdomTree for global head of ETF capital markets

Newly created role for Anita Rausch

Linklaters enhances Executive Compensation capabilities with hire of senior partner Andrew L. Gaines in New York

In addition to his work on high-profile M&A transactions, Andrew also counsels both private fund sponsors and on sophisticated Title I Employee Retirement Income Security Act (ERISA) matters.

Lehto named Wells Fargo Advisor

Lehto has more than 19 years of experience in the financial services industry, 18 of those with Wells Fargo Advisors in downtown Escanaba.

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.

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