Managers of Wealth Americas

Morgan Lewis Expands ESG and Nonprofits Team

Kim, who is resident in the San Francisco and Washington, DC, offices, previously spent 11 years at Morgan Lewis

Leading Tax Attorney Joins Kirkland

In his tax controversy practice, Mr. Husseini represents clients before the Internal Revenue Service in examination, mediation and appeals proceedings, before arbitrators in private party tax disputes

Hogan Lovells adds former FERC Chairman Neil Chatterjee to Washington, D.C. office

Prior to his tenure at FERC, Chatterjee served as an advisor to Senate Majority Leader Mitch McConnell (R-KY), where he played an integral role in the passage of major energy, highway and agriculture legislation.

Lincoln Financial Group Announces Executive Leadership Succession

Ellen Cooper to be appointed President and CEO following 2022 Annual Meeting Dennis Glass to transition to Board Chair

Four-Person Advisor Team Joins UBS

Together, they will focus on serving the holistic wealth management needs of high-net-worth clients, executives and business owners in Santa Barbara, as well as other locations across the U.S.

SFOX Names New Director of Compliance

Mannino joins SFOX after more than two decades of extensive operations and regulatory compliance experience at Goldman Sachs.

Wealth Manager Joins First Republic

She provides customized wealth management solutions to high net worth individuals and families, with a focus on equity compensation and concentrated stock positions.

Boston Consulting Group Announces Sharon Marcil as North America Regional Chair

Sharon Marcil Succeeds Joe Davis to Become First Woman to Lead the Region

Two of Bank of America’s Post-Crisis Leaders Will Retire

Vice Chair Anne Finucane, one of the most powerful women in banking, will leave at the end of the year. So will the chief operating officer, Thomas K. Montag.

Standard Chartered bolsters Europe & Americas securities services team

He has served at Standard Chartered since 2010

Bank of America Announces Retirement of Anne Finucane, Vice Chairman and Thomas Montag, Chief Operating Officer and president of Global Banking and Markets

Succession plans will be announced in the coming weeks.

Bank of America Announces Retirement of Anne Finucane, Vice Chairman and Thomas Montag, Chief Operating Officer and president of Global Banking and Markets

Succession plans will be announced in the coming weeks.

Raymond James OSJ Adds Managing Director of Business Development

Concurrent is adding Steve Bielke to beef up its recruiting efforts.

Bank of America’s Thomas Montag, Head of Global Banking, to Retire at Year-End

It promised to pick replacements in coming weeks.

Raymond James bolsters boards with key appointments

Investment dealer names seasoned professionals as independent directors to trust businesses

Cherie Brant Appointed to Board of Directors of TD Bank Group

Cherie is both Mohawk from Mohawks of the Bay of Quinte and Ojibway from Wikwemkoong Unceded Indian Reserve.

Haven Realty Capital appoints Managing Director and Head of Capital Markets

“Eric’s experience and industry knowledge along with the trust he has cultivated with investors makes him a valuable addition to our team,”

Randel Young joins Charles River Associates as senior consultant

Mr. Young is a distinguished research fellow and advisory director at the Center for Energy Law at Tulane University, where he lectures part-time on cross-border pipelines and other large-scale energy projects.

Fiduciary Trust International Welcomes Taylor Custis as Trust Counsel & Senior Relationship Manager Servicing Mid-Atlantic Clients

Taylor has nearly 20 years of experience working closely with ultra-high-net-worth families and providing them with sophisticated estate and wealth planning solutions.

Tuan Nguyen joins RSM US as economist

“As the influence of the middle market continues to grow, RSM continues to invest in our ability to deliver broader economic context and insights to help these middle market businesses succeed,”

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