Managers of Wealth Americas

Crestbridge announces Group-wide promotions, in recognition of individuals’ expertise and significant contribution to the business

The latest round of promotions includes a number at senior level.

First Republic boosts New York team

They are highly regarded wealth managers and are a strong addition to our expanding team serving metropolitan New York

Withers appoints four new partners, boosting international growth

All of the promotions support important practices and areas of growth for the firm and bring the firm’s total number of partners to 200.

EP Wealth Advisors Partners With Seattle-Area Firm

Acquisition of Kirkland team expands EP Wealth’s footprint to 5 locations in Washington state

BofA appoints MD in Americas Financial Institutions Investment Banking unit

Jane Fraser also made headlines last year after she was appointed as CEO of Citibank (C.N), making her the first woman to lead a major Wall Street bank.

One River Digital Asset Management boosts Academic and Regulatory Advisory Council

"I'm excited to work with Eric, Jay, and the other members of the Advisory Council,"

Noted International Investment Banking Executive Named President of Weild & Co.

Dan spent much of his career at Citi and its predecessor firms, specifically Smith Barney and Salomon Smith Barney.

Wells Fargo’s chief risk officer to leave

Wells Fargo has frequently struggled over the past four years to satisfy regulators that it has adequately remediated customers harmed by its various product mis-selling scandals.

Apollo Names Chief Accounting Officer

Tanguy joins Apollo after more than 13 years with Deutsche Bank where he had a broad range of responsibilities in London and New York related to business finance, valuation control and complex trade reviews, treasury finance, financial performance and pla

Julius Baer recruits Citi PB exec in Brazil for client team

Prior to Citi Private Bank, Bonfá spent more than 10 years at HSBC

The Rohatyn Group appoints two new partners

TRG Partner and Head of Forestry and Agriculture Mike Claridge said: “Erik’s unparalleled experience in and knowledge of the timber sector has been instrumental in growing TRG’s forestry and agriculture practice.

Hausfeld announces seven senior promotions globally

Simon Bishop, Tim Brown, Sarah LaFreniere and Samantha Stein have been invited to join the partnership.

Eric Feldstein named M&T Bank Western New York Regional President

Current regional president Shelley Drake set to retire in March

PNC Appoints boosts Board of Directors

Niblock holds a bachelor's degree in accounting from the University of North Carolina at Charlotte.

Parthenon Capital to Acquire RSM’s Wealth Management Practice

Parthenon to prioritize investments in firm’s client service, people and growth

Gibson Dunn Names Co-Partner-in-Charge of Washington, D.C. Office

Williams succeeds partner Cynthia Richman

Wedbush Securities Welcomes First National Sales Manager

New Role Enhances Financial Advisors’ Tool Box for Best-In-Class Opportunities

Abbot Downing's top gatekeeper out after Wells rebrand

He spent more than 14 years with Abbot Downing, which served ultra-high net worth families and institutions as part of Wells Fargo until the brand was retired in 2021.

Real Estate Partner Joins Sidley in Los Angeles

Mr. Fatheree advises investors, developers, lenders, and high-net-worth individuals in a wide array of large and complex commercial real estate transactions.

Derek Bruton Joins M&A Advisory and Executive Search Firm

Bruton, who left Kingswood U.S. in June, will lead Gladstone Group’s strategic growth consulting division.

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