Managers of Wealth Americas

CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ

Browning’s industry network and experience to accelerate growth of learning platform for the wealth management community

Truist announces retirement of Christopher L. Henson

Chris has been at the heart of Truist's efforts to inspire and build better lives and communities

Wilmington Trust Announces 3 New Hires

Henry Brigham, Willis Hwang & David Knecht bring over 43 years of corporate trust experience

CIBC Innovation Banking Expands North American Technology Coverage

He spent the last six years building JP Morgan’s Technology and Disruptive Commerce Banking practice in Texas and the surrounding states.

NewEdge Wealth Adds Three New Team Members to Support Ongoing Growth and National Expansion

Frank Ackerman, Susan Kim, CFA® and Jason Fay join the rapidly growing wealth management firm that focuses on the needs of ultra-high-net-worth clients

EP Wealth Advisors® Sets Stage for Accelerated Growth

New Chief Growth Officer role will drive organic and inorganic growth through EP Wealth’s client-centric and planning-led approach

Bay Wealth Group Joins Insigneo’s Network

“My work has always been about relationships, with my family, important colleagues, and that is why I am delighted my son Jeffrey and I will be joining the Insigneo family along with our good friend and colleague Juan A. González,”

Amex Bank of Canada welcomes a new Board of Directors

As a trained accountant and experienced business leader, Dr. Monehin is well-versed with the payments landscape and accustomed to operating in a global environment.

Todd Kristol will be a partner and head of real estate, initially focusing on office, industrial, multifamily and retail properties.

Investors are flooding parts of the real estate market after it was pummeled by the economic impact of the pandemic.

SimCorp appoints new CEO

Prior to being named CEO in September, Christian Kromann has served the past two years as Chief Operating Officer bringing extensive international experience, including North American focus, executional strength, and commercial insight from within the ind

Professional Wealth Advisors Announce Brand Ambassador

He has tremendous integrity, strong work ethic and is highly respected by his peers.

Truist names corporate treasurer

Itayem succeeds Donna Goodrich effective Sept. 3, 2021

Banner Bank Announces Retirement of Craig Miller General Counsel; Promotion of Sherrey Luetjen as Successor

Miller joined Banner in 2016 as Executive Vice President and General Counsel

Broadridge boosts board

She is an experienced financial markets regulator, former SEC Commissioner, and recognized authority on financial markets regulatory issues.

BNY Mellon Wealth Management Names Senior Director, Wealth Manager in Cleveland

Joe joins BNY Mellon Wealth Management from Huntington National Bank

Latham & Watkins Expands Investment Funds Practice

Javad Mostofizadeh advises on the structuring, formation, and operation of venture capital funds.

Franklin Templeton Names Head of US Institutional Services

Foley will join the firm on September 7.

UBS Taps Rival in Bid for Multicultural Wealth

A Detroit native, Hightower is to cultivate a multicultural client base as well as help diversify UBS' adviser force in the U.S.

Cohen & Steers Appoints Head of Wealth Management Consulting Group

Mr. Kuberski brings more than 20 years of experience as a business development leader in the investment industry.

Managing Director and Head of SPACs Joins SVB Leerink

Mr. Salazar joins SVB Leerink from Citigroup

People Moves