Managers of Wealth Americas

BlackRock Miami offshore sales manager joins Pimco

This time last year, Pimco hired another BlackRock alumus for its Miami team.

LPL Financial, The Network Welcome Ascend Wealth Management

They take an authentic approach to helping build their clients’ financial confidence and are committed to serving all clients equally—from hospital floor staff to corporate executives.

Invest in Others Names Private Advisor Group Cofounder John Hyland Board Chair

From education to health and wellness programs, the philanthropic impact at Invest in Others is far-reaching.

Christopher Poggi Joins Ropes & Gray’s Market-Leading Finance Practice in New York

He will join partner Patricia Lynch, and a team of lawyers, who advise global clients on securitizations and complex financings.

Morgan Stanley Loses Atlanta FA Team to Rockefeller

The latest team to jump ship for Rockefeller is The Tramontano Group.

First Republic Bank appoints CEO

Founder Jim Herbert Transitions to Executive Chairman

Citi co-head leaves for new venture

Before that he was senior vice president, investment counsellor of Citi Private Bank.

KKR Builds Investment Services Capabilities in Real Estate Credit with Appointment of Lindsey Wright

Ms. Wright plans to build a team of industry specialists to oversee special servicing, stabilized loan asset management, transitional loan asset management support, and investment oversight across KKR’s real estate credit portfolio.

ZEDRA increases local support to Colorado based companies

Lindsey brings with her a deep understanding of a company’s pain points when expanding internationally, and the tools to help – whether through introductions, operational support, marketing or knowledge sharing.

Mercer appoints new CEO

Mr. Bueno holds, among other things, a BSc., Industrial Engineering degree and a graduate degree in Negotiation & International Relations.

Bank of London appoints Vincent François as chief audit officer,United Kingdom

In addition, Francois was the founder and executive sponsor of Société Générale's UK Pride and Allies Network.

SBI hires chief financial officer

He has an MBA from New York University and a bachelor’s degree in accounting from Binghamton University, as well as a CPA certification.

Premier Wealth Advisors, LLC names Edward P Mally as Portfolio Manager

Prior to PWA, for more than 12 years, Ed was Managing Director and Head of Institutional Research for Imperial Capital, LLC.

Citi’s Digital-Assets Group Co-Heads Depart to Start New Venture

The bank formed the unit as investor demand for digital assets soared despite wild swings in the prices of major cryptocurrencies.

Global Impact announces the appointment of 5 new Board members

These individuals will add tremendous value to the organization with their philanthropic expertise from across the public, private and nonprofit sectors.

Gowling WLG's IP Group expands team

Recognized as a certified information privacy professional by the International Association of Privacy Professionals

Exclusive: Nuveen to set up shop in Switzerland

The US asset manager plans to appoint Christian Leger as country head for Switzerland.

Alma Bank Hires Executive Vice President within its Private Banking Group

Alma Bank announces the appointment of John C. Tsunis as Executive Vice President within its Private Banking Group. Mr. Tsunis comes to the Bank with over 28 years of banking and real estate experience, including 12 years at Gold Coast Bank, headquartered

BNY Mellon Announces Leadership Succession Plan Naming Robin Vince CEO-Elect

He has held numerous leadership positions over his tenure, including as CEO since September 2019.

Evercore Wealth Management Promotes Sebastian Granzo to Partner

He earlier worked for nine years at JPMorgan & Chase, Co., where he started his career and assumed a variety of roles with increasingly responsibility.

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