Managers of Wealth Americas

SS&C Names Frank Egan Managing Director Mergers & Acquisitions

Frank joins SS&C from Lake Bridge Capital Ventures, where he was Managing Partner.

Perella Weinberg Partners Names Chairman of Mergers & Acquisitions

Woody is among the most seasoned and respected M&A professionals on Wall Street and a recognized expert in managing large, complicated, and transformative transactions

BNY Mellon Wealth Management names Senior Client Strategist

With nearly two decades of wealth management and corporate finance experience, Jennifer is highly skilled in tailoring investment approaches to clients' needs, priorities, and preferences.

Former Pershing Executive Joins Pathstone Board

Pershing tapped him as a consultant to develop a strategy for RIA custody and liked him so much it hired him to run the business.

J.P. Morgan Hires Boaz Lahovitsky to Lead Wealth Management National Branch Business

U.S. Wealth Management to hire hundreds of advisors in several locations across the country for remote advice unit in the next two years

Former Morgan Stanley gatekeeper joins Citi Private Bank

He has joined Citi as a portfolio manager this month, a spokesman for Citi confirmed.

Northern Trust expands front office solutions with two strategic hires

Cannell came to Northern Trust from SS&C where she worked in business development and key account management.

Wilmington Trust Announces Senior Wealth Advisor Serving the Atlanta Region

Previously he served as a vice president in the Private Wealth Management division at Morgan Stanley, a senior securities analyst at SG Securities in Paris, France

Chile wealth boutique nabs Itaú vet for CEO role

Turner, who spent five years at Tanner, had been its CEO since 2017. According to the firm’s filing, he has changed his residency from Santiago to Chile’s southern Los Lagos region.

LPL Financial Welcomes Summit Wealth Advisors

Donley and Richey are managing partners of Summit Wealth Advisors, based in Pittsburgh, Pa.

Tibergien Joins Board of $20B RIA

After taking the summer off, the popular industry figure and former head of Pershing's RIA custody business is back.

Stifel Hires Young Merrill Trio in Texas Producing $3 Million

Stifel, which in February opened a southern Texas office with two career-Merrill advisors, has sourced 23 advisors in the Lone Star State from the wirehouse in the past two years, according to Robert Johnson, firm’s southwest region director.

BNY Mellon Wealth Management Names W. Charles Cook as Senior Wealth Manager in Boston, MA

From 2013 to 2018, he served as Senior Investment Strategist for The Boston Company Asset Management large cap equity team, covering core, value, and dividend strategies.

BNY Mellon Taps Nakia Maddox-Eubanks As Senior Wealth Manager

Previously, she was senior vice president, relationship manager for CIBC Private Wealth Management and assistant portfolio manager with the Sustainability Group of Loring Wolcott & Coolidge.

Grant Thornton designates 66 individuals as partners, principals and managing directors

Thirty new partners and principals admitted, 36 promoted to managing director

Veris Wealth Partners appoints two new partners

The goal of helping individuals, families, and private foundations manage and grow their wealth in a way that aligns with their values.

Kelly Tramontano Joins Sanctuary Wealth as Chief Operating Officer

Latest executive team member brings more than 20 years' management experience in regional independent space

Oppenheimer Names Senior Managing Director

Promotion of Barness Reflects Key Role in Aligning Relationships, Services, Products and Research to Reinforce Oppenheimer's Leadership in Equities

Investment Chief Quits $4B Memorial Hermann Health Fund

Before leaving, Chris Halaska advised against recruiting an outsider to replace him.

Mark Carney Takes New Role At Brookfield Asset Management

Brookfield is an alternative asset manager with approximately $550 billion U.S. of assets under management.

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