Managers of Wealth Americas

Arvest Wealth Management hires trust officer

Tesavis earned a bachelor’s degree in accounting from Roberts Wesleyan College and a master’s in trust and investment management from Campbell University.

Heritage Financial Services Announces New Shareholders

There are many key qualities we look for in our employee owners, including exceptional job performance, adherence to the firm's core values, and contributing to the business beyond their job functions.

JPMorgan appoints Goldman, Wells Fargo execs to lead growth equity arm

The group's head is Brian Carlin, who used to be the head of J.P. Morgan's wealth management solutions.

Edward Jones boosts gatekeeper team with senior Morningstar hire

Edward Jones has boosted its manager research team, hiring a senior analyst from Morningstar.

Fired, then bounced back to be banking giant JPMorgan Chase's CFO

Lots of people bounce back, but Mr Barnum's rise to CFO of the banking giant is an unlikely Wall Street tale.

JPMorgan Hires From Goldman, Wells for New Growth-Equity Effort

The U.S. had about 5,800 public companies in 2020, a drop from more than 8,000 in 1997, he said. That’s driven in part by an ample pool of private capital, which is growing amid demand from institutional investors lured by promising returns.

Wealth Manager Joins First Republic

Before joining First Republic, he was a Vice President at JP Morgan and worked as Private Client Advisor at Goldman Sachs.

Head of Investor Relations Joins AIG

Mr. McMillan joins AIG from Marsh McLennan where he served as Senior Director, Investor Relations.

$3.5 Billion Team Exits Wells Fargo’s Abbot Downing Unit to Join Hirtle Callaghan

By hiring the team, Hirtle Callaghan gains offices in both of those cities, further expanding its national footprint, the firm says in a June 7 news release.

Linklaters bolsters global TMT team

Privacy leader will Co-Chair firm’s U.S. Data Solutions, Cyber and Privacy practice

AssetMark Names Executive Vice President, Head of Investment Solutions

McNatt will lead the company’s center of excellence for investment solutions and experience

Amie Rowe joins Vantage Leadership as senior consultant

Earlier in her career, Rowe was a consultant at human capital consultancy Korn Ferry.

1792 Wealth Advisors Snags Two Veteran Advisors as Practice Pushes Retirement Focus

New additions show demand for supported independence model

UBS Nabs $10.5B Advisor Team From J.P. Morgan Private Bank

The recruitment win was just the latest of several for UBS in recent months.

Stratos Wealth Partners adds Trivium Wealth Management to network

The team at Stratos is excited to welcome Truvium," said Jeff Concepcion, CEO and Founder, Stratos Wealth Network.

United Fintech hires Goldman Sachs' Mark Lawrence for US push

Mark Lawrence joins United Fintech following 14 years at Goldman Sachs in senior sales roles in London, New York and Hong Kong

State Street Global Advisors Announces Lynn Blake Will Retire Following Distinguished and Impactful Career

John Tucker to be Promoted to Succeed Blake, and Karen Wong to Join as Global Head of ESG and Sustainable Investing

Allen & Overy announces head of its global International Capital Markets practice

“The appointment of a New York-based global practice head reflects the firm’s commitment to the U.S. market, where we continue to grow ambitiously having added 17 new partners in the U.S. in the last 12 months alone.

US wealth firm expands London office with senior hires for U.K. private client and charity team

These appointments will support the expansion of Brown Advisory’s international business

Scott Wieler and Bill Kohr named leaders of M&A firm DC Advisory

DC Advisory US was formed in 2019 following the 2018 acquisition of boutique investment banks Signal Hill and Sagent Advisors.

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