Managers of Wealth Americas

OBITX Announces Eric Jaffe as Chief Executive Officer

Mr. Jaffe will focus on OBITX’s worldwide expansion of services and operations, along with the development and implementation of OBITX Venture’s merger and acquisition concept.

Blackstone Hires Chief Investment Officer of Blackstone Alternative Asset Management’s (BAAM) new Horizon Platform

Will also play a key role supporting BAAM’s existing investment teams and pursuing strategic initiatives

LPL Financial Welcomes The Monteverde Group

They join LPL from Royal Alliance, part of the Advisor Group network of broker-dealers.

Raymond James names head of Investment Strategy

New hire set to elevate service offering with over 10 years' experience across independent and bank-owned dealers

$1.1 billion Financial Advisor team joins UBS in Houston, Texas

Together, they represent a high-quality team focused on creating the best possible client experience and outcome for the families they serve.

Lincoln Financial Group Appoints Lincoln Financial Distributors

He will be a member of Lincoln’s Senior Management Committee

KKR Bolsters Global Private Equity Business

He will support the Firm in identifying global investment opportunities in the industrial, consumer and automotive sectors,

Raymond James Names Nadeem Kassam Head of Investment Strategy in Canada

Mr. Kassam has over 10 years of experience working in progressively more senior roles at both independent firms and bank-owned dealers.

Boston Private Loses Two Advisors

Jeffrey Kaufman and John Tassone leave two months after SVB Financial agreed to buy Boston Private for $900 million.

SS&C Appoints Gautam Moorjani as Head of its New Intelligent Automation Solutions Group

The newly formed group will focus on helping clients with their digital transformation journeys using technologies such as workflow management, machine learning, natural language processing, and robotic process automation.

Hamilton Capital Adds Francis Chu And Pete Klingelhofer As Managing Directors

He is a CFA charterholder and certified public accountant (inactive) in New York State.

Progressive Insurance Announces Retirement Of CMO, Jeff Charney

Expected Retirement Date is January of 2022

Golden State Welcomes Wealth Manager, Lee Jones of Tangent Retirement with Offices in both Northern and Southern CA

Lee comes to Golden State with a wealth of industry experience

Northern Trust Announces Florida Leadership Changes

Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations and endowments, and privately held businesses.

Longtime Wells Fargo Team Jumps to UBS in San Diego

He has spent over 30 years in the financial services industry, including as a rep for Wells Fargo Clearing Services from 2001 until the move to UBS, according to his report on the Financial Industry Regulatory Authority’s website.

Practifi Welcomes Vice President, Sales

Hearsay Systems Veteran Brings Exceptional Enterprise Sales Leadership and Expertise to Fuel Practifi’s Rapid Growth

JP Morgan appoints CEO for Latin America and Canada …

The appointment comes days after it became known that the bank was withdrawing its private banking business in Mexico

KKR Appoints New Independent Directors

Their appointments will bring the number of independent directors to nine out of a total of thirteen Board seats.

Lionstone Investments Announces Leadership Transition

Under Ms. Page’s and Mr. Sanchez’s leadership, Lionstone has doubled its assets under management.

PNC Asset Management Group Names Chief Investment Officer; Mark McGlone To Retire

New Chief Investment Strategist, Head of Responsible Investing Named

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