Managers of Wealth Americas

Florida team managing $325 million joins Raymond James

The three advisers, who will operate as The HarborView Group in St. Petersburg, previously were affiliated with Morgan Stanley.

Equiteq promotes seven professionals in New York office

The firm recently advised on the sale of Enowa, a Philadelphia-based SAP consultancy, to Reply.

New investor relations head at Canopius Group

Canopius Group has appointed Trevor Moss as head of investor relations

Paul, Weiss Adds Distinguished Restructuring Partner

Ken’s strategic sense for the business dynamic of restructurings – informed by his work on some of the largest bankruptcies in history both as a lawyer and as a financial advisor – will make him an incredible asset to our clients.

Rockefeller Adds Ex-Morgan Stanley Team With $1.3B In Atlanta

The team will report to Michael Outlaw, national field director of the Rockefeller Global Family Office.

SierraConstellation Partners names Tom Lynch chief operating officer

In his new role, Lynch will work with Larry Perkins, founder and CEO of SCP, to expand the firm’s presence nationwide while also continuing to lead client engagements.

Infinite Investment Systems announces new hire for Executive Vice President, Business Strategy

He was the Founder and Managing Director of a consulting firm working with financial services firms in Canada.

Natixis Investment Managers Names Head of Diversity, Equity and Inclusion in the US

He served as a diversity consultant to EisnerAmper, the Food Bank for New York City, and the American Institute of Certified Public Accountants and also held diversity leadership roles at Deutsche Bank, Eisner, and KPMG.

Nicola Wealth expands global equity coverage group

Brad Radin and associates join Nicola Wealth in Toronto with a focus on the management of publicly traded International Equities

Seventy-eight Bainees join the partnership

Thirty-four of the new senior leader promotions were in the Americas (44%), 26 were in EMEA (33%), and 18 were in Asia-Pacific (23%).

Kamila Elliott begins board chair role

“I am grateful to lead CFP Board at a time when the financial services industry is shifting towards providing consumers holistic integrated advice — what we call financial planning,”

William Blair Names New Partners for 2022

This achievement recognizes their exceptional dedication and contributions to the firm while upholding William Blair’s mission, vision, and values to empower colleagues, deliver client success, and engage in our communities.

UBS Veteran Surfaces at Wealth Start-Up

McCann is both a veteran of the U.S. wealth management industry as well as a key person in UBS' post-crisis revival: the Swiss bank was on the brink of selling its American brokerage arm – and then tasked McCann with fixing it.

Biden to nominate Sarah Bloom Raskin as vice chair for supervision at Fed; Lisa Cook and Philip Jefferson as governors

That committee on Tuesday held a nomination hearing for Fed Chair Jerome Powell, whom Biden chose to nominate to a second term.

L.E.K. Consulting promotes 17 to partner in US offi

E.K. has more than 1,600 employees in 20 offices across the Americas, Europe, and Asia-Pacific providing management consulting services to large organizations in a range of industries.

Ninety One hires senior analyst to cover LatAm

Christine Reed joins from Goldman Sachs

Rockefeller Asset Management names President & CIO

Prior to joining Rockefeller in 2019, Clark was Managing Director and Director of Sustainable and Impact Investing at Glenmede, instrumental in launching and building its business.

American Century poaches ESG head from Schroders

“In hiring Sarah, we have added to our team a talented ESG and sustainable investing leader with a distinguished reputation in the industry.”

KPMG hires Bryan Rimmke as tax principal

Rimmke has also spent the last eight years as an adjunct professor at Georgetown University Law Center, where he co-teaches a course on private equity and hedge fund taxation and transactions.

Wealth management industry icon joins NewEdge Capital Group

Wealth management industry icon joins firm that leverages cutting-edge, disruptive technologies to support financial advisors.

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