Managers of Wealth Americas

J.P. Morgan Private Banker in NY Joins Top Morgan Stanley Producer’s Indy Team

He has signed on with an existing Morgan Stanley team in Indianapolis led by another former J.P. Morgan private banker, John D. Perry, the person said.

Ledyard National Bank appoints Executive Vice President

Ledyard Financial Advisors is the wealth management division of Ledyard National Bank, managing over $1.8 billion of client assets.

Evercore Wealth Management Appoints Managing Director, Wealth and Fiduciary Advisor

Ms. Anthony joins Evercore from BNY Mellon Wealth Management

Head of Business Development - Corporate and Fund Services – USA Joins Ocorian

Marc has extensive experience working with large private equity, real estate, and infrastructure fund managers as well as Fortune 500 companies.

Mercury Capital Advisors Announces Four Senior Hires for Distribution Team

These appointments continue to fuel Mercury’s momentum in 2021 as the firm posted very strong first half results on the back of advising on several fund closings year to date.

BNY Mellon Appoints Akash Shah as its First Chief Growth Officer

"BNY Mellon has a rich legacy built on trust and innovation. We're a platform provider that helps our clients build their businesses, and our unique and differentiated model allows us to play a critical role at the center of the global capital m

Wells Fargo Names Tanya Sanders to Lead Auto Business

“Tanya has been instrumental in laying the foundation for Wells Fargo Auto to leverage more automation and digital capabilities to deliver for our dealers and customers,”

Winston & Strawn Adds Restructuring Partner to New York Office

Tim brings over 30 years of experience advising U.S. and international clients on all aspects of restructuring transactions.

Wells Fargo Loses All-Women, $800 Million Team to Insigneo

They cater to high-net-worth clients, with an emphasis on clients in the U.S., Latin America, and the Caribbean, according to the firm.

New leadership appointments in Zurich’s Group Claims

In her new role, Ms. Roscino will focus on establishing and executing the Group Claims data and insight strategy, developing data science capabilities across regions and countries.

Makor Capital Hires to Makor Investment Banking Division

Mr. Kupfer brings with him extensive experience investing in disruptive start-ups in the high tech ecosystem in Israel.

Advisor Group Appoints Industry Leader

In addition, she will serve in a consultative capacity to Jamie Price to help ensure a focus on the firm's top priorities and initiatives.

Appointment of Chris Marschall as Head of Financial Institutions Group for Crédit Agricole CIB Canada

As Head of Financial Institutions Group for CACIB Canada, Chris will lead the coverage efforts and strategy for all of CACIB’s business with Canadian Financial Institutions (pension funds, asset managers, banks and SSAs) globally.

MarketAxess announces transition chief financial officer

Christopher Gerosa, MarketAxess Head of Accounting and Finance, to succeed Tony DeLise as CFO

Moelis Asset Management appoints Head of Business Development

He joins on Wednesday, July 21st and will be based in New York.

Leading Investment Funds Partner Joins Latham & Watkins in New York

William C. “Beau” Brashares advises fund sponsors in the formation and management of private investment funds.

Charles Li Elected to MarketAxess Board of Directors

Mr. Li is the former Chief Executive of Hong Kong Exchanges and Clearing Ltd (HKEX), the world’s largest exchange operator, serving from 2010 to 2020.

Deutsche Bank's international private bank unit hires seven bankers in Americas

The German lender's IPB unit offers advisory and wealth management services to high net-worth individuals and their families.

Letitia Berbaum Celebrates Role as COO and Wealth Advisor at The Zandbergen Group

The Zandbergen Group launched in late 2020 and recently opened their new state-of-the-art office in Laguna Beach, California

BCT Investments Expands with New Team of Experienced Wealth Managers

We are delighted to announce the expansion of our BCT Investments services

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