Managers of Wealth Americas

Wilmington Trust Promotes Walter Dillingham to Director of Endowments & Foundations Practice for Wealth Markets

Wilmington Trust is a leader in wealth management and corporate and institutional services.

Oliver Wyman announces Partner Promotions for 2022

Effective January 1, 2022, the firm’s new Partners are listed below in alphabetical order.

AlixPartners adds retail digital expert

Before that, Desai spent nearly fourteen years at Opera Solutions, a Jersey City-based provider of advanced analytics software solutions, where he was latterly a principal

DSS boosts board of directors

“The addition of George and John, along with our recent acquisitions of KKS Advisors and Sofies Group, will enable DuPont Sustainable Solutions to bring our unique capabilities to more clients around the globe that are facing new and expanded risks

Lincoln Financial Group Names Chief Investment Officer and Chris Neczypor Chief Strategy Officer

Bronchetti succeeds Ellen Cooper, who will be appointed President and CEO following 2022 Annual Meeting. Neczypor steps into newly created role focused on long-term growth.

First Bank & Trust Company Expands Trust & Wealth Management

Julie Eades is Promoted to Assistant Vice President and Wealth Management Officer

SVB Private Bank Appoints Head of Relationship Management

As head of relationship management, Mehrotra will lead a team of advisors nationally who deliver holistic wealth advice to clients in the innovation economy.

Schwab's top gatekeeper hunts for hires to boost alts research

Currently alternatives on Schwab’s platform are only available via RIAs who custody with the firm, but Iachini said that this might change in the future.

JP Morgan AM promotes Yo Takatsuki to new global head of investment stewardship role

Reporting to Jennifer Wu, global head of sustainable investing

Ford executive hired by Wells Fargo for investment banking post

Hunter Patton was on Ford's global strategy and corporate development team

JPM Private Bank boosts Mexico team with new recruit

He has also previously held a number of investment banking roles, working for Sheumack & Co. as well as at Torino Capital, both in New York.

Baird Adds The HBGW Group to Wealth Management Office

The team manages $500 million in assets under management.

Global M&A and Private Equity Partner Joins Sidley

He has significant experience in strategic and financial-sponsor M&A and investment transactions, capital markets

Crowe announces new partner and principal class

“I’m very pleased to congratulate our new partner class on reaching this significant career achievement,”

Insigneo adds advisory exec to investment committee

Insigneo manages more than $13.7bn in client assets and houses more than 200 advisors on its independent brokerage platform, the firm said.

Synovus Names Head of Corporate & Investment Banking

“Tom is an innovative and strategic leader with a proven track record of success in his more than 25 years of experience in the financial services industry,”

Zelman & Associates Expands Building Products Investment Banking Team with New Senior Banker

Appoints Graham Rives as Managing Director

Oppenheimer Names President

Rob’s appointment to this role, effective immediately, reflects his many contributions over his 23-year career at Oppenheimer,

Tax expert Karey Barton joins KPMG as managing director

He rejoined the Texas Comptroller’s office in 2015, spending the next seven years as associate deputy comptroller for tax – overseeing tax administration, taxpayer assistance, and compliance and enforcement.

C8 Technologies makes senior hires in the US and UK

Mackin joins to support C8’s client team, across sales and marketing, based in London.

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