Managers of Wealth Americas

Strategic Wealth Partners appoints Director of Investments

Garrison’s Industry Experience Will Bolster the Firm’s Existing Investment Processes

RBC Add Ex-Morgan Stanley Advisors With $450M

“We also share the firm’s client-first values, which is incredibly important to us as we build wealth management strategies designed to meet our clients’ needs and goals,”

Chris Smyth appointed as EY Americas private equity leader

Smyth most recently spent eight years as managing partner of strategy and transactions for the US Central region, overseeing a team of more than 1,110 EY professionals in 42 offices.

ABA elects Zions Bank CEO as chair

Election was held recently in Tampa, Florida

Bottomline Appoints Three New Directors to Board of Directors

Bottomline also announced that the Board has formed a new Strategy Committee responsible for evaluating and making recommendations with respect to the Company’s market position and strategy, acceleration of subscription revenue growth and opportunit

North Highland names next CEO

At North Highland, he has been responsible for the firm’s client-facing strategy and sales and demand generation activities, including go-to-market strategies.

Wealth Manager David Munoz Joins First Republic in New York

He will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

LPL Financial Welcomes Shunyia & Co. Private Wealth Advisors

Looking to serve his clients’ best interests, broaden investment choices and take more control of his business, he chose to partner with LPL and align with America Group Retirement Strategy Centers, a large enterprise that supports LPL-affiliated ad

Citi Poaches Capital One Exec for New TTS Global Head of Digital

He also will develop a network and distribution plan and move toward integrating all digital products that TTS offers into a central ICG access point.

Melbourne Capital Group names Mark Owens as Head of Private Wealth

This built on his earlier roles at Generali International, AXA, Zurich, Metlife, and The Hartford.

Raymond James Grabs $130M Merrill Alum

In 2018, English was named one of America’s Top Next-Generation Wealth Advisors by Forbes and was named to its Best-In-State Next-Generation Wealth Advisors list in 2019, the Raymond James press release states.

Praesidian Capital Hires Analyst

Luc joins Praesidian from Kroll Bond Rating Agency

Kathryn Sweeney joins Marketaxess head index and ETF solutions

“My career is firmly rooted in the belief that index solutions have benefited all market participants with improved investment and liquidity solutions,”

BNY Mellon Wealth Management Named Head of Investments, Global Family Office

Rajesh brings more than 25 years of investment and management experience to this role.

F2 Strategy Hires Banking and WealthTech Leader

Bornstein-Bayer is F2 Strategy’s first C-Suite hire as the WealthTech firm undergoes exponential growth

Deutsche Bank names new co-head for international private bank in New York

Walia, designated as a managing director, co-heads IPB's New York operations with Anthony Valvo, who is also the unit's head of Miami.

BNY Mellon's Pershing Launches New Business Unit, Pershing X(SM), to be Led by Ainslie Simmonds

The Pershing X platform is set to transform the advisory marketplace by helping firms attract new clients, better serve existing clients, and ultimately grow assets under management.

Vanessa Rodriguez to Lead Community Lending & Investment within the Corporate & Investment Bank

In this role, Rodriguez will oversee all debt and equity financing for multifamily affordable housing and community-oriented developments; Rodriguez will report to Kara McShane, head of Commercial Real Estate.

BMO adds new senior role focused on wealth firm strategy, growth

Effective Nov. 1, Geoff Newton will take on the newly created role at BMO Private Wealth

Lincoln Financial Group Names Talbert Thomas Senior Vice President of Information Technology Strategy, Operations and Finance

Thomas and his team will work to continually enhance Lincoln’s customer and employee experience through ongoing development of the company’s IT strategy and performance

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