Managers of Wealth Americas

CalSTRS among institutions seeing leadership changes

In March 2020, Mr. Ehnes originally announced his intention to retire in September 2020

Snowden Lane Partners expands international wealth presence with new adviser team

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of a new advisory team based in their New York City headquarters.

BNY Mellon Wealth Management Appoints Regional President

Prior to SBSB, Karen held senior positions at U.S. Trust, Pitcairn Family Office and Rockefeller Capital Management.

Boston Consulting Group Elects Christoph Schweizer as Next Chief Executive Officer

BCG’s Head of Central and Eastern Europe and the Middle East Will Succeed Rich Lesser Following Era of Extraordinary Growth and Impact

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The team had managed $420 million in assets and generated about $1.4 million in annual revenue, confirmed Emile, who was reached at his new office on Thursday.

M&T Bank Appoints Long-time Leader Mike Keegan to Head New Community Markets Team

"We are deeply committed to meeting the evolving needs of our customers"

Markel hires Senior Director, Markel Specialty Programs

Xu earned her MBA from New York University's Stern School of Business and bachelor's degree from the University of International Business and Economics. She also holds Chartered Financial Analyst (CFA) and Chartered Property Casualty Underwriter

Chuck Foresyth Joins Signature Wealth Group

Before entering the financial services industry, Chuck served in the U.S. Army as a paratrooper and multilingual interrogator serving in Bosnia and Russia.

BNY Mellon Wealth Management Names Head of Sales - Investor Solutions

Camille started at BNY Mellon Wealth Management as a high-performing client strategist and stepped into the DC Regional President role quickly earning the trust and admiration of her team as a great leader and business builder

Foundation Wealth Partners Welcome New, Oakville-Based Advisor Team

The Oakville team’s decision to join Foundation Wealth was driven by a desire to match their entrepreneurial drive with a firm that is committed to raising the quality of advice delivered in Canada.

Deloitte Hires Amy Chaput and Monica McEwen to Lead Strategic Analytics and AI Services in the Public Sector

Amy Chaput and Monica McEwen will support government agencies in advancing their data analytics efforts to become more efficient and better deliver core public services to citizens.

JTC Strengthens Americas Proposition With New York Director Hire

The firm merged in 2019 to create the largest law firm in the country. Marcel has particular expertise in advising Latam families and business owners with corporate holding and asset protection structures.

Credit Suisse's Veteran Brazil Boss Heads for Exit

The latter blew an $4.7 billion hole in its profits in the first quarter and prompted a swift cash call from staunchly loyal big shareholders as well as some super-wealthy individuals.

JPMorgan inks two equity research hires

Wall Street Giant JPMorgan has turned to stockbroker CLSA for two equity research hires.

JPMorgan’s $1 Billion Brother-Sister Team Leaves to Start Own Wealth Firm

The siblings, who have worked together for six years, first at Credit Suisse Group AG’s private-banking group and then at JPMorgan Securities’s Chicago office, often invest together on private deals.

BNY Mellon Wealth Management Expands Denver Office with Three New Hires

Marie, Steve and Matt each bring professional fiduciary, wealth planning and investment expertise which complement our Active Wealth framework in helping existing and new clients preserve and grow their wealth.

Melanie Schmieding Joins Baird As Private Wealth Director

Schmieding most recently served as managing director at Abbott Downing, a Wells Fargo division that provides customized wealth management solutions to ultra-high-net-worth clients.

Ex-Avantax gatekeeper resurfaces at $1.2bn RIA

In his new role Landry serves as director of advanced planning for Credent, a newly created position.

Trusts and estates practice splits with Bryan Cave to join private wealth boutique

"Because of people’s change of domicile these days, it’s incredibly important to be national in your estate-planning practice,"

Morgan Stanley’s Head of Prime Brokerage Quits Citing Health Issues

Penny Novick and Kim Shaw were appointed as the new Global Co-Heads of Morgan Stanley's prime brokerage.

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