Managers of Wealth Americas

BNY Mellon Wealth Management Announces Senior Client Strategist in Dallas, TX

Charmaine earned a Bachelor of Science degree in Finance and Accounting from New York University's Stern School of Business.

Appointment of Stephane About as CEO of Societe Generale Americas

Stephane and the Americas teams are well positioned to further develop our client relationships and the diversified range of products and services we offer.

New Faces on Board at Marquez Private Wealth of Raymond James

In her role prior to joining Marquez Private Wealth of Raymond James, Veronica served as a wealth management associate at UBS Financial Services in Los Angeles.

Krissy Mashinsky Joins Focus Financial Partners Board of Directors

Ms. Mashinsky is currently the Founder and Chief Executive Officer of usastrong.IO Marketplace, a new technology venture that curates, sells and verifies merchandise made in the United States.

Merrill Loses $2.8-Mln Producer to UBS, $2-Mln Team to Independence

The advisor, who ranked as a managing director at Merrill and who began his brokerage career 20 years ago at Metlife Securities, did not return a request for comment.

AXA XL makes sweeping global management changes

Bull, Martin, Dwyer, Vahdat and Speeg all report to Bob Peretti, chief distribution officer.

AMTD International Names New CEO

Before joining AMTD in 2016, he was an executive director at UBS in Hong Kong for more than six years, and also held roles at Nomura and Lehman Brothers.

Lido Advisors Continues 2020 Growth with Hedieh Bolour Joining as SVP, Wealth Advisor

Bolour joins the firm from Bank of America Private Bank where she was a Vice President and Private Client Advisor.

Chubb Names Alexandra Waldman Climate Sustainability Manager

Chubb recognizes the reality of climate change and the substantial impact of human activity on our planet.

Michelle Moore named digital platform leader at Wells Fargo

Michelle is a dynamic leader with strong experience developing digital-first customer experiences

CMG ECM Platform Strengthens Board with Appointment of Former Bank of America Executive and Former Fintech CEO

Her background also includes two decades of private equity investing in transformational technologies both at Bank of America and GE.

Latham hires Travers Smith's co-head of corporate in latest top-level London hire

US giant hails Paul Dolman's 'highly complementary connections and deal experience'

BNP Paribas Asset Management appoints Luiz Sorge as Head of Latin America

In this new position, Luiz will look to further grow BNPP AM’s presence and capabilities across the region, whilst continuing to provide the long-term sustainable investment solutions for our clients.

Michelle Moore Named Wells Fargo Digital Platform Leader

Moore to manage company’s digital capabilities, reimagine digital banking future for customers

IQ-EQ appoints Head of Client Development in USA

In her new role, experienced financial services professional Wendy will operate primarily under the banner of IQ-EQ subsidiary brand, Blue River, which became part of the group following its acquisition earlier this year.

Edward Marshall Joins Dentons as Global Head of Family Office and High Net Worth Group

Marshall joins Dentons as a principal and will be based in New York.

CNB expands Wealth Management division

Their expertise and community involvement will serve valuable for our markets and aligns perfectly with our overall mission.

Jones Day names 50 new partners

The promotion of these new partners reflects Jones Day's ongoing commitment to developing and advancing lawyers

UBS Hires Leading Private Wealth Management Advisor Team in Atlanta, Georgia

The team will report to Lane Strumlauf, Southeast Private Wealth Management Market Head.

Broadridge Names LTX Chairman of the Board

Mr. Certosimo is a non-executive Chairman and will continue in his role as a senior advisor to the executive team at Broadridge Financial Solutions.

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