Managers of Wealth Americas

Mirova appoints proxy voting and engagement lead

Lindsey Apple will collaborate with portfolio managers and management on voting and engagement decisions in US and Europe

Citigroup Names Head Global Wealth Management

The promotion comes as the bank also named new regional wealth-management heads.

Withers welcomes experienced wealth planning advisor in San Francisco

Christine has nearly two decades of experience advising high net worth individuals on wealth, estate planning, succession and philanthropy matters.

Wells Fargo Sees More Financial Advisors Walk Out the Door

The latest quarter’s decline stemmed in part from early departures of advisors focused on international clients, the bank said in an email statement.

Citi expands global CIO and investment head’s remit amid restructure

Global private bank unveils series of senior management changes as part of plan to better focus on servicing wide array of clients.

Robertson Stephens appoints industry veteran Chief Marketing Officer

LPL veteran brings versatility and additional depth to management team, with a focus on lead generation and client engagement

Blackstone Hires Managing Director

BXG has already made significant investments in fast-growing European companies

Q Wealth unveils new COO

C-suite hire announced, along with three new additions to senior management team

State Street Appoints A Newly Created Leadership Role

Her role as COO, Renee held roles as CFO of Wealth Management, and as a director at BNY’s custody arm, Pershing.

Schechter Investment Advisors Adds a Senior Investment Advisor

Third-generation firm, with over $1.5 billion AUM, deepens breadth of investment expertise with addition of senior alternatives professional

Chubb Announces Leadership Appointments in its Accident and Health Business

"We are always looking for ways to meet the unique needs of the market, regardless of the business environment,"

Leading Private Funds Lawyer Joins Ropes & Gray's Asset Management Practice

Strengthens Ropes & Gray's Leading Sponsor and Manager-Side Offerings

BNY Mellon Wealth Management Named Senior Client Strategist in Miami

Dora earned a Bachelor of Arts degree in Political Science and Economics from Boston University

Brandywine Oak Private Wealth – Welcomes South Carolina Advisor with $500 Million in Client Assets

Lisa Quadrini Earned the #1 Position in South Carolina for the Second Year in a Row on Forbes Top Women Wealth Advisors List

CI Financial Announces New Chief Financial Officer

Amit Muni’s extensive experience includes 13 years as a public company CFO

Northern Trust Wealth Management Announces Central Region Leadership Changes

They both bring deep regional experience and expertise that will continue the strong trajectory of growth and expansion our business has experienced in the Central region.

NorthEnd Private Wealth Launches With Support of LPL Financial

The team will leverage LPL’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, and the SWS model also delivers ongoing, personalized support for daily operations and long-term business management.

Burns joins CapWealth as a Financial Advisor

is experience in both the financial services industry and private wealth management provides a solid foundation for him to be a trusted advisor to CapWealth clients.

Journey Strategic Wealth Opens San Francisco Office, Brings on $180M Advisory Team Led by Kristin Bartlow

Previously Bartlow Wealth Management, the team joins Journey from Northwestern Mutual; The advisory team includes Kristin Bartlow, Brett Agnew, Kevin D. Rinow, and Adrienne Braccia Conrad; Bartlow is the first to join Journey since the launch of their RIA

KKR enhances focus on renewables investing with appointments to global infrastructure team

KKR is committed to investing in the energy transition, an initiative only made possible by increasing renewable energy sources.

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