Managers of Wealth Americas

OceanFirst Bank Announces Appointment of President

Mr. Lebel will assume the responsibilities of President from Christopher D. Maher

Paulina Stannard Joins Align Impact as Director of Client Service

Seasoned Impact Investing Professional Brings Nearly a Decade of Experience Advising and Educating Family Offices and Foundations on How to Align Their Financial and Impact Goals

BNY Mellon Wealth Management Names Market President in Houston, TX

Adam joins BNY Mellon from Bank of America Private Bank

Aegon Asset Management appoints head of client strategy

Previous roles have included head of real estate client strategy

Stifel Names Mathieu L’Allier as Head of Investment Banking for Eastern Canada

In this role, he provided strategic and operational advice to entrepreneurs, management teams, boards of directors, and government agencies.

Mark M. Besca Joins Markel's Board of Directors

Besca will be a member of the board's Audit Committee.

Blackstone Hires Former SAP Co-CEO Jennifer Morgan to Lead Technology Transformation across its Portfolio Companies

Prior to joining Blackstone, Ms. Morgan served as Co-Chief Executive Officer at SAP

Standard Chartered announces key appointments

The new structures and related appointments are effective on 1 January, 2021.

Standard Chartered Appoints CEO

Currently Global Head, Commercial Real Estate and Industries, Standard Chartered, Steve will relocate from Singapore to assume his new role effective 1 January 2021.

James Campbell the only Jersey lawyer elected to prestigious American College of Trusts and Estate Counsel

To qualify for membership, a lawyer must have no less than 10 years' experience in the active practice of probate and trust law or estate planning.

BNP Paribas Asset Management announces new US leadership team

Johanna Lasker will be responsible for BNPP AM’s strategy, leadership, governance and regulatory matters.

Segall Bryant & Hamill Names Director of ESG Research

In this role, Mr. Rajagopal will lead SBH's ESG initiatives, working in close coordination with the firm's investment teams

$2B team quits Morgan Stanley to join LPL enterprise

Levin said their partnership with LPL and Gladstone gives them a platform to build a high-end, boutique firm that can support their clients’ comprehensive financial needs.

Top Goldman dealmaker Lemkau is leaving the bank to helm $15 billion investment firm linked to Dell fortune

Goldman Sachs is the world’s top-ranked mergers firm with roles on $758.6 billion in deals so far this year, according to Dealogic.

Truist hires Karakaplan to lead newly formed Enterprise Payments Group

Karakaplan brings more than 20 years of payments experience including leadership roles in strategy, corporate development, and product management.

Marissa Dungey elected as American College of Trust and Estate Counsel fellow

With this appointment, Ms. Dungey becomes the 11th Withers attorney to be elected as an ACTEC Fellow, one of the largest numbers of ACTEC Fellows at a private client law firm when compared to others.

M&T Bank Corporation Elects Leslie Godridge and Rudina Seseri to Board of Directors

Diverse new members bring wide-ranging experience and insights from banking, large corporations and tech startups to M&T's Board

Thomas Freeman Joins Treliant to Manage Credit Risk Services

An industry expert in risk management, he will oversee the firm’s Credit Risk services for banking, FinTech, and mortgage clients.

Oppenheimer Accelerates Growth of Consumer Investment Banking Group with Appointment of James Murray as Managing Director, Based in London, United Kingdom

He will be based in London and report to Max Lami, European Chief Executive, and Emmanuel Durand, Global Head of Consumer Investment Banking.

United Bank hires Director of Advanced Planning, Legal Trust Counsel

Prior to joining United Wealth Management, he served as SVP, market director of fiduciary services with Hawthorn, PNC Family Wealth in the Washington, D.C., and Baltimore Family Office for PNC Bank.

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