Managers of Wealth Americas

Winston & Strawn Expands White Collar Litigation Team with Addition of Former U.S. Attorney Marc Krickbaum

As the U.S. Attorney for the Southern District of Iowa, Marc oversaw all civil and criminal litigation in the district.

Global Wealth Management Welcomes New Medicare Specialist, Megan Reeves

Megan, originally from South Carolina, graduated from Wofford College in 2017 with a Bachelor of Arts in Business and Managerial Economics.

Arthur J. Gallagher & Co. Appoints New Director

"We are delighted to have Teresa Clarke join our Board of Directors,"

Canadian Pension fund CPPIB elevates Suyi Kim to Global Head of Private Equity

Kim will lead the private equity department, which makes investments globally, both directly and with partners

Industry-Renowned Wealth Team Joins Old National to Lead Investment Management and High-Net-Worth Services

The executive trio spent the past decade overseeing Abbot Downing, a Wells Fargo business centered on ultra-high-net-worth clients, which Steiner spearheaded and led since its inception in 2011

Brown Wealth Management Hires New Director of Wealth Planning Ahead of Potential Tax Reform

Adding to Brown Wealth Management's robust wealth management team, Christopher Pegg brings 15 years of legal, tax, and financial services expertise to the new role

RBC Global Asset Management grows private markets team with appointment of new Head, Global Infrastructure Investments

Mr. Hay's experience in the infrastructure investment space is extensive.

Dynasty Financial Partners Doubles Down on Tech

Two FinTech Executives Join the Firm: Frank Coates is Named as Chief Technology Officer and Taylor Howard Joins as Chief Digital Officer

Wealth Management Group adds independent investment advisor

The Scottsdale resident has joined the firm as an independent investment advisor.

Lazard Asset Management appoints Head of Sustainable Private Infrastructure

Robert has extensive experience in investing capital across all sub-sectors of the infrastructure asset class to deliver strong returns.

Wells Fargo Commercial Banking Named Head of Operations

He will lead critical business and lending operations for Commercial Banking

RBC to create 300 tech jobs at new Calgary Innovation Hub

The new employees will be recruited over a three-year period, and will join the bank's global technology and operations team, which counts 1,500 RBC staff in Calgary and more than 4,000 in Alberta who currently support the bank's wealth manageme

AdvisorEngine Hires Chief Information Officer

Industry veteran joins in a newly created role focused on helping wealth management firms harness data across CRM and portfolio management to deliver personalization at scale

BNY Mellon Wealth Management Names A National Director of Portfolio Management

He is based in Boston.

Richardson Wealth Adds Significant Talent to its National Tax and Estate Planning Team

Mr. Curtis will serve as Vice President

Ed Dodig aims to expand CIBC’s private wealth arm

Mr. Dodig has been running the bank’s private wealth division in Canada since 2019

Wells Fargo Taps Derek Ellington As SMB Banking Chief

At Bank of America, Ellington worked in retail banking, commercial banking, credit and small business banking, according to the release.

Blackstone appoints Global Head of Infrastructure Portfolio Operations and Asset Management

He will partner with portfolio company CEOs to drive key value creation initiatives throughout our infrastructure companies.

Freddie Mac Names Jerry Mauricio Senior Vice President and Chief Compliance Officer

Mauricio holds a Bachelor of Business Administration from The University of Texas at Austin.

Janus Henderson appoints Global Chief Operating Officer

As part of his new role, James Lowry will oversee operations, technology, data governance and architecture, change management and strategic vendor oversight.

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