Managers of Wealth Americas

BNY Mellon Wealth Management Named Senior Client Strategist in Seattle

He joins BNY Mellon Wealth Management from Wells Fargo

Retired JP Morgan CIO joins ASA board

Asa is creating a new path forward in financial services

Tim O’Hara to Join Corporate & Investment Bank as Head of Banking; Rob Engel Named Chairman of Banking

He joins Wells Fargo from BlackRock where he served as Global Co-Head of Credit since 2017.

Snowden Lane Partners Adds New Advisor Team to Chicago Office

Led by Industry Veteran, Andrew W. Heitner, The Heitner Group Joins Snowden Lane

Robeco strengthens Miami offshore leadership with rival hire

Robeco is an international asset manager headquartered in Rotterdam

Daniel Forman Joins Ropes & Gray in New York as a Partner in the Capital Markets Practice

Daniel’s arrival deepens the firm’s bench of partners who advise leading corporate issuers, private equity firms and investment banks on their largest and most complex securities work.

Katten Establishes Private Wealth Practice

Katten continues to attract and retain leading attorneys like Kevin in key growth areas such as private wealth

CBB Bancorp, Inc. Announces Retirement of Chief Executive Officer

James Hong has over 35 years of executive level experience

O'Gorman joins Professional Wealth Advisors as partner

Prior to joining PWA, O'Gorman served as vice president and financial adviser for nine years in Hinsdale. She is a graduate of Lewis University, where she majored in business administration.

Mark Adams Named Regional Director at J.P. Morgan Wealth Management

Mark was previously a Regional Director in Banking at JPMorgan Chase. He earned a bachelor’s degree from Clemson University and an MBA from Georgia State.

Imperium Consulting Group adds Senior Director

“We are thrilled to have Scott join us. His strong cyber background will enhance our existing cyber consulting offerings, enabling us to help clients better manage, mitigate, and recover from the significant risks of cyber attacks.”

Wealthspire Advisors Names Nine New Managing Directors

Heather Flanagan – Flanagan serves as Head of Family Office Services, overseeing the firm’s enhanced family office service platform, as well as trust and estate services.

UBS LatAm advisor joins Vontobel wealth biz

He began his career in finance with ABA Capital Markets in Venezuela

NewEdge Wealth Names Robin Petty as Managing Director, Head of Wealth Strategy

Industry expert expands firm’s ability to support ultra high net worth clients and navigate the complexities of wealth strategy

Sionic Appoints Broadridge’s Craig Miller as Chief Client Officer

Our first ever CCO has a global focus on new business development and client account management

Former Citi Bank executives launch crypto focused asset manager

Kriete and Girasole have left their posts as co-leads of Citi’s digital asset department after just four months in the role.

AIG Names Executive Vice President and Chief Investment Officer of its Life & Retirement Business

In her new role, Ms. Purtill will report to Kevin Hogan, Executive Vice President, Chief Executive Officer, Life & Retirement, and she has joined the Life & Retirement Executive Leadership Team.

Dechert Continues Global Finance Expansion

Mr. Robertson focuses on financings relating to acquisitions, leveraged buyouts, recapitalizations, and other transactions.

AIG Appoints Executive Vice President and Chief Risk Officer, AIG

“Since joining AIG in 2018, Kean has been a key contributor to our portfolio management and in shaping our strategic reinsurance structures. As Chief Underwriting Officer, his expertise in underwriting and modeling application will continue to drive

CME Group Announces New Regional Leadership Structure to Strengthen Focus on International Business Growth and Facilitate Enhanced Service to Clients Outside the United States

William Knottenbelt, who currently serves as Senior Managing Director, Head of International, will retire at yearend.

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