Managers of Wealth Americas

Robertson Stephens Appoints new CEO

Company further accelerates growth in wealth management space

Greg Thorne Joins Wells Fargo’s Corporate & Investment Banking Technology, Media, and Telecom (TMT) Group

Thorne joins as a managing director, covering the software investment banking sector.

Churchill Asset Management hires new head of investor relations

Mr. Freeze was previously managing director and co-head of investor relations at The Carlyle Group.

John Grandizio Promoted to Assistant Market Head of UBS Greater Florida

John has deep knowledge and expertise in working with business owners, financial institutions, real estate investors, and founders of technology startups.

The Mather Group, LLC Appoints Patrick Lawlor as President and Head of Mergers & Acquisitions

Lawlor held several positions during his 10+ year tenure at Leavitt Capital Management, eventually becoming President of the firm.

Round Table Wealth Management Appoints Anthony Rosetti as Director, Wealth Advisor

Anthony has over 10 years of extensive experience in the financial services industry.

Citi Taps Merrill Exec to Head Wealth Management

The news comes less than a week after the bank named Jane Fraser as CEO Michael Corbat's replacement starting in February.

Reginald Brown to Join Blackstone’s Board of Directors

His experience across a range of industries and unique perspective will be invaluable as we continue to grow our business.

PNC Names Regional Head of Florida for PNC Wealth Management and Hawthorn

Lisa Simington will lead PNC’s personal asset management efforts.

Mercer Appoints Samantha Davidson as Leader for U.S. OCIO Business

Mercer’s OCIO business has experienced significant growth in recent years

Manulife Investment Management Announces Portfolio Manager Relocation

There are no changes to the team's investment process, investment strategies, or their respective decision-making.

Mather Group appoints Head of Mergers & Acquisitions

As the firm’s 2020 M&A deal momentum continues to build, The Mather Group, LLC announces Patrick Lawlor as President and Head of Mergers & Acquisitions

Raymond James snags $500M Wells Fargo trio

The team — Steve Kanteliotis, Stephen Gitter and Frank Brodsky — operates out of Philadelphia and managed half a billion in assets at their former firm, according to Raymond James.

KBS Names Gio Cordoves as Regional President of the Western Region

Strategic move aligns with the firm’s “growth from within” philosophy and deepens KBS’ relationships with millennial tenant base

Wealth Manager Brian Addington Joins First Republic

Brian is committed to First Republic’s unique brand of exceptional client service and is a terrific addition to our expanding team of wealth management professionals.

BNY Mellon Appoints Robin Vince as Vice Chair and CEO of Global Market Infrastructure

Vince will oversee the bank's Clearance and Collateral Management, Treasury Services, Markets and Pershing Businesses

Mercer appoints Samantha Davidson as Leader for U.S. OCIO business

Most recently, she was a Managing Director and Head of Client Solutions for GS Personal Financial Management, where she led efforts to provide advice and wealth management solutions for the firm’s high net worth clients.

IGM Financial chief executive Jeff Carney stepping down for health reasons

James O’Sullivan will now lead IGM Financial and Damon Murchison will lead IG Wealth Management

Impax Asset Management hires senior client director

Impax had £19.3 billion ($25.8 billion) in assets under management as Aug. 31.

Daniel Gamba, CFA, becomes Chair of the Board of Governors; Maria Wilton, CFA, ascends to Vice Chair

Margaret Franklin, CFA, President and CEO, CFA Institute, said: “I am looking forward to working with Daniel, Maria, and our entire all-volunteer Board as together we seek to navigate these unsettled times. I am proud of our Board’s commitment

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