Managers of Wealth Americas

Steward Partners Lures Another Wealth Manager from Wells Fargo

At Wells Fargo, Ritz was a private wealth manager in the wirehouse’s private financial advisory group.

Franklin Wealth Management hires wealth analyst

At Franklin Wealth Management, Jones is mostly involved in back-office work including research, trading, portfolio management, and market strategy.

Wealth manager BMO Family Office expands in Bay Area with key hires

That deal is good news for two new hires in the Palo Alto office of BMO Family Office

Merrill Revamps Wealth Management Leadership

Merrill is adjusting its leadership as demand for advisers climbs and banks bolster businesses that serve affluent clients.

Grant Thornton US welcomes two new members to partnership board

The firm has approximately 8,500 people across more than 50 offices.

Cambridge Trust Company appoints Chief Marketing Officer

Experienced marketing leader joins to drive branding of private banking and wealth management businesses

FTI Consulting hires managing director

Demand for transaction consulting services has boomed as M&A activity has reached record highs.

BNY Mellon Wealth Management names market president in Pittsburgh

She also held various investment advisor roles at Aurora Investment Management, Northern Trust Asset Management, Morgan Stanley and National City Bank.

Wilmington Trust Adds Wealth Strategist

Donnelly's hire is one of many that Wilmington Trust recently announced across its business units.

Okcoin adds industry veterans to Leadership team

Formerly at Bank of America, Barclays Capital, and HSBC, new hires join Okcoin following a year of 450% growth in clientele

Angeles Investments Expands Footprint in Midwest

Former Private Bank Wealth Leader to build upon Angeles’ success in comprehensive wealth management for private families located in the Midwest

Wilmington Trust Hires senior wealth advisor

In this role, Christof will be responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations & endowments throughout Western Pennsylvania.

Ropes & Gray to Open Office in Los Angeles

Veteran PE Partner Brandon Howald Joins as Ropes & Gray Plans to Open Third California Office

MTI Financial Advisors Congratulates New Team Members on One Year of Success

He served as an intellectual property lawyer for over five years, working for law firms Dykema Gossett PLLC and Schwegman Lundberg & Woessner, P.A.

International General Insurance Chief Actuary to Join AIG

Mr. Fulcher’s responsibilities will include determining appropriate pricing, reserving, and establishing risk and actuarial objectives that are aligned with AIG’s global actuarial strategies.

Financial Advisor Brett C. Moore Joins UBS in Beverly Hills, CA

He spent the past five years as a Portfolio Management Director at Morgan Stanley

Wilmington Trust Adds Wealth Advisor and Senior Wealth Investment Advisor To Growing New York and Tri-State Team

These hires highlight Wilmington Trust's continued momentum in New York City, the Tri-State region, and beyond, which began with the October 2020 expansion of an enhanced, client-centric operating model across its Wealth Management divisions.

CIG Capital Advisors Names New Head of Wealth Management

Michele Hennessy Joins Firm to Support Continued Innovation & Growth

Sklar Kirsh elevates two attorneys in real estate and litigation to Partner

The promotion of Serineh Baghdasarian and Molly Madden is effective Jan. 1

Manny Picciola named Americas head at L.E.K. Consulting

Picciola has been at L.E.K. since 2008, most recently serving as global co-head of the consumer sector. He has more than 20 years of consulting experience and has directed more than 500 projects in strategy, channel management, consumer segmentation, turn

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