Managers of Wealth Americas

M&T Bank/Wilmington Trust Leader Announces Retirement

Farrell will be succeeded by Jennifer Warren

Adrienne A. Harris named superintendent of the New York State Department of Financial Services

"I am honored to serve as the Superintendent of the Department of Financial Services. "

JPMorgan's Sara Castelhano takes the chair at P20

P20 is a collaborative payments forum for thought leadership, best practice and for harmonizing global standards on the issues above and regularly releases reports.

Latham & Watkins Makes Significant Additions to Leading Global ESG Advisory Capability

Sarah Fortt and Betty Moy Huber bring longstanding experience and top-tier reputations advising on key ESG issues facing businesses and investors today.

$200m Citi LatAm advisor vet joins Alex. Brown

The local management team and specialists have been excellent and very hands-on through the transition process.

Wells Fargo Hires Credit Suisse Managing Director

Schleifman to focus on industrials and financial institutions

Wells Fargo to name new head of manager research

Maddox has been head of global manager research for the Wells Fargo Investment Institute since 2014

ERM Group appoints Global CEO

The Board welcomes Tom to the firm and is excited about the future that he will help develop for ERM and its clients.

Helping Small Businesses Thrive: Regions Bank Launches Commercial Business Development Team

Jordan Baxter to lead new initiative to assist small businesses with financial solutions.

Goldman appoints Sarsfield to co-run asset management unit

Sarsfield, who has been with the premier investment bank for more than 22 years, currently co-heads the client business of the asset management arm.

JPMorgan shakes up the senior ranks of its equity derivatives team

The US bank has named Francesco Lavatelli as global head of corporate equity derivatives

The Revilla Group Joins J.P. Morgan Wealth Management in Miami

They take a holistic approach in helping clients achieve their short- and long-term financial goals, and I’m confident they’ll play key roles as we continue to strengthen our offering in Miami.

BofA Realigns Leadership Roles in Wealth Management Unit

As part of the changes, Sieg will oversee the company’s Investment Solutions Group (ISG) and its Personal Retirement Group.

Global Supply Chain and Operations Consultancy Maine Pointe Appoints Alfred Baumbusch as COO

Baumbusch takes Maine Pointe’s Total Client Satisfaction concept to heart, with a focus on satisfaction beyond financial results.

Deutsche Bank hires BofA's fine-art lending expert

He had also focused on art lending to UNHW individuals at Citibank's private banking division.

Mitch Berlin assumes role as EY Americas Strategy and Transactions Vice Chair

As Vice Chair-Americas Strategy and Transactions, Berlin will be based in New York City and oversee a team of nearly 8,500 EY professionals across the United States, Canada, Mexico, Central and South America, the Caribbean and Israel.

SouthState Adds Top Producers to Commercial, Wealth teams

"These top producers are eager to be part of the SouthState growth story, and we welcome them to the team."

AArete adds VPs Dana Dolan and Priya Iragavarapu

The firm has more than 400 people across offices in the US, UK, and India delivering services in strategy, profitability improvement, data and analytics, and technology.

Jared Kushner’s Investment Firm Hires Former Trump Staffers

Jared Kushner's Affinity Partners venture has drawn some controversy because Kushner has been seeking capital from some of the Middle Eastern countries that he dealt with in the White House, including Saudi Arabia.

Pennington Partners appoints new MD

He joins Pennington amid rapid growth for the firm and will lead expansion into several additional channels

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