Managers of Wealth Americas

Ben Wathen promoted to Chief Claims Officer for Gallagher Re

The executive has been part of Gallagher Re since April 2024, when he joined the company as Head of Complex Claims.

NEPC Names Consulting Veteran Principal and Head of Defined Contribution Vendor Management

In his new role, Mike will support NEPC’s Defined Contribution clients by helping them evaluate and optimize relationships with recordkeepers

Centurion Wealth Management Welcomes Wealth Advisor Jake Gurock

Jake joins Centurion Wealth Management, expanding the firm's advisory team.

AIG appoints Flatt as global CUO

Mr Flatt will report directly to Peter Zaffino, chairman and chief executive of AIG, and join the company’s executive leadership team.

Fiera Capital Promotes Paul de la Roche to Head of Private Wealth Canada

He will also retain his role as Senior Investment Counsellor.

Michelle Dudek joins Aspen

She will be based in Jersey City, New Jersey.

Homrich Berg, Synovus Bank beef up family offices with executive appointments

Two Georgia financial services companies have made executive moves in a key investment advisory niche — family office services.

Andrew Matuzak Named Leader of Yeo & Yeo Wealth Management

Reflecting on his new role, Matuzak said, “I am honored to lead Yeo & Yeo Wealth Management into its next chapter.

SCS Financial Appoints Adrienne Penta as National Head of Wealth Management

With the addition of Ms. Penta, the SCS leadership team advances its vision of providing innovative wealth management solutions to its clients.

US WealthTech Orion hires Arun Anur as COO

Earlier in his career, Anur held technology consulting leadership roles at Oracle for more than a decade.

AIG names Christopher Flatt as Global CUO

Chris is a highly respected insurance executive with over 30 years of experience in underwriting, risk management and reinsurance.

Private Client Select Appoints Ross Bowie as Chief Executive Officer

Previously, he held senior leadership roles at Bankers Insurance Group and ASI, a Progressive subsidiary.

Bowie Promoted to CEO of MGU Private Client Select Insurance

He previously held senior leadership roles at Bankers Insurance Group and ASI, a Progressive subsidiary.

Rockefeller Asset Management Names Jai Jacob as Managing Director and Director of Investment Strategy

A highly accomplished investor with a wealth of expertise and global leadership experience

Point72 kicks off new private credit strategy, statement shows

Initially, private credit will be an additional strategy of Point72's multi-strategy hedge fund

Robert Malone joins Axa XL

His portfolio management responsibilities include overseeing the performance metrics of the Americas’ cyber insurance portfolio

Lisa Bryan named Private Banking Manager for ServisFirst Bank Huntsville

In her new role, Bryan will lead the Private Banking team, focusing on client relationships and leading a talented team to provide tailored financial solutions.

Financial Advisor Michael Rubenstein Joins UBS Private Wealth Management

Michael’s responsibilities will include business development, relationship management, trust, estate and financial planning as well as investment management.

J.P. Morgan Asset Management Strengthens Retirement Business with Strategic Hires

Experienced Retirement Experts Josh Forstater and Tina Anstett Join the Firm

KeyBank Appoints Robert Weiss to Lead Family Wealth Business

He is based in New York City and reports to Key Wealth President Joe Skarda.

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