Managers of Wealth Americas

Chief Strategy Officer joins Pitcairn

Veteran executive brings impressive financial and technology experience to further augment Pitcairn's industry-leading client service platform

Pinnacle Bank Appoints Senior Vice President, Senior Relationship Manager

She began her banking career with Imperial Bank as an AVP Commercial Loan Officer and rose to Regional Manager.

The benefits of Banking as a Service for traditional banks

Ms. Davis began her banking career with Imperial Bank as an AVP Commercial Loan Officer and rose to Regional Manager.

FIS Names President

"Her bold, experienced leadership will ensure that FIS continues to set the pace for how the world pays, banks and invests."

FWA appointments first president

She added that she looks forward to supporting the Alliance’s client-centric members and continuing to promote the company’s core value of Placing Families First.

Deutsche Bank Eyes Florida Expansion, Moves Burrows to Miami

Burrows will move to Miami from New York City as part of his new role, according to a memo to staff seen by Bloomberg News.

McKinsey partner joins Google as head of tech and society

The new appointment arrives as tech firms such as Alphabet and Meta face mounting criticism about the negative effects of their products and corporate practices.

Weil Adds Private Equity Partner Robert Rizzo in New York

“We are delighted to welcome Robert to the Firm,” said Weil Executive Partner Barry Wolf."

Participant Capital Names Bernard Wasserman President

The financial industry veteran will advance Participant Capital's mission to empower wealth managers with the ability to invest their clients' capital in Class A real estate developments alongside institutional investors

Wells Fargo Hires Real Estate Banker Donovan Campbell From RBC

Campbell joined RBC in 2013 after working for Morgan Stanley in New York and London

GAMCO Names Doug Jamieson to Board

Jamieson has been with GAMCO over forty years, having joined the firm in March 1981 as a research analyst.

Ebanx appoints Google's president, global payments

Ebanx has a consistent trajectory, launching products and services that open many doors: from the business to consumer market

Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors

New business unit, fortified with newly hired executives, unites capabilities across Morningstar

LatAm wealth shop poaches rival director for Mexico biz

Inexco caters to affluent and high-net-worth clients, as well as financial intermediaries and their clients.

Former Goldman Sachs VP Joins $1B Wealth Management Firm, Aaron Wealth Advisors, Expanding Presence to Newport Beach, CA

Alexander Fedynsky joins Aaron as Managing Director, Investment Advisor & Wealth Planner to Lead the new Newport Beach, CA Office

Former XP wealth manager joins BTG Pactual

She previously spent more than two years at BTG Pactual, initially as a senior private banker and relationship manager for the firm based in São Paulo.

AllianceBernstein Announces First Global Head of ETFs

He will be responsible for bringing AB's diverse set of investment capabilities to the active ETF marketplace.

HSBC USA Announces Four New Appointments to Its Boards of Directors

When we set out to appoint new members to our Boards, we were focused on finding experienced individuals who would bring diverse views and perspectives

Halo Investing Adds Former KeyBank Wealth Management President to Advisory Board

Mr. Jenkins has deep experience in all segments of the wealth management business and across banking, RIA, and Broker-Dealer channels. He also is known for his client-focused approach that is inclusive of technology solutions.

Principal Financial Group Announces New Head of U.S. Retirement Business

Schaaf departs Principal after serving in key leadership roles across the organization.

People Moves