Managers of Wealth Americas

Cryptocurrency Exchange Gemini Names Insider as Compliance Chief

Christopher Mariadason’s promotion is the latest change in the company’s risk and compliance team in recent months

Fengate appoints Chief Financial Officer

As a leader at Fengate and within her industry, Nina is a mentor for many at her firm and within the financial and infrastructure sectors.

SS&C Aligns Global Fund Administration and Servicing under the SS&C GlobeOp Brand and Appoints Bhagesh Malde to Lead Next Phase of Growth

The new group will continue to operate as SS&C GlobeOp and brings together SS&C's hedge fund administration, private markets administration, middle office, and insurance global servicing capabilities.

Merrill Plugs Management Gaps in TX and NJ, Loses Group to Morgan Stanley

He graduated from Merrill’s Market Executive Leadership Academy and had been associate market manager in Boston since August 2021.

SVB Financial Group Appoints Board of Directors

King will also serve on the board’s Compensation and Human Capital Committee.

STP Investment Services welcomes as new president

Houlihan was also instrumental in growing Northern Trust’s front, middle and back-office businesses for asset managers and owners.

Mark Redman Joins Stellex Capital Management as a Managing Partner Alongside the Two Founders and Will Oversee the Firm’s European Operations

Based in Stellex’s London office, he will work with the Firm’s existing European investment team to further expand its investment activities and profile in the region.

Glenmede Appoints Wealth Advisor

Ms. Becker Joins Glenmede with Deep Expertise in Legal and Estate Planning

Lazard appoints Managing Director and Vice Chairman of U.S. Investment Banking

He will collaborate with the Capital Markets Advisory Group, and Restructuring and Capital Solutions Group, to best serve corporate and financial sponsor clients.

LCR Capital Hires Nadine Orosa in Dubai

She joins LCR from Sanctuary Services and RIF Trust/ Latitude

Financial Services Veteran Joins Sanctuary Wealth as Chief Investment Strategist

Widely respected former BofA Merrill Research leader brings additional fiduciary support and investment insight to Sanctuary advisors and their clients

Rockefeller Capital Management appoints Head of Strategy

He will be a member of Rockefeller’s Management Committee

INSTANDA appoints Chief Financial Officer

She will be responsible for optimising the business, developing finance and business strategies that further strengthen INSTANDA’s growth, and partnering with the company’s management team

Burns & Wilcox promotes trio of executives

Evan Hudson, senior commercial underwriter, is promoted to commercial manager, contract/binding markets, where he leads contract binding relationships for the San Francisco office.

MAI Capital Management Taps Colter Lewis to Grow Its National Wealth Management Platform

As President of Wealth Management, Lewis will support MAI’s continued national expansion and ongoing delivery of comprehensive wealth management services

Vestmark Expands Leadership Team, Naming CEO

Roessner will work closely with Mike Blundin, newly named President and COO, to drive the company's growth and help lead the wealth management industry into the future.

Churchill Hires to Lead Secondaries Strategy

Seasoned Executive Joins as Head of Secondaries to Capture Growing Market Opportunity

J.P. Morgan Wealth Management Appoints New Chief Marketing Officer

J.P. Morgan leaders announced major investments in the Wealth Management business earlier this year

Northern Trust Appoints Phoenix Region President

He will oversee the growth and development of the Phoenix and Scottsdale markets alongside a tenured team of wealth management leaders

Morgan Stanley hires JPM Miami vet for $450bn wealth unit

Over his 17-year career with JP Morgan, Camara specialized in emerging market fixed income investments

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