Managers of Wealth Americas

Broadway Technology adds two new hires to business development team

Broadway continues to invest in premier industry talent to propel its continued global growth and enhance its focus on client service.

Cantor Fitzgerald Asset Management appoints Head of Distributio

Eileen previously served as Head of Intermediary Relationships at Easterly Partners.

Stonehage Fleming bolsters North American team with appointment of Partner as Head of Family Office

Johan joined Stonehage Fleming in 2007

Rubenstein Partners Boosts Investment Firepower

Happel and Zuber Bring Over 50 Years of Experience to Philadelphia-Based Investment Firm and Developer of 25 Kent in Brooklyn

IG Wealth Management Appoints Chief Investment Strategist

Industry veteran to lead investment strategy for company's network of advisors

Debra Tyler Joins DM Wealth Management and the Insigneo Network

Most of her career, 32 years, was spent with SunTrust Bank in various capacities, with her last position as Senior Vice President and Managing Director of the Private Wealth Division in Miami.

Citizens Financial Group Names Sarah Lindstrom to Lead Business Banking

Lindstrom joined Citizens in 2017 and was most recently Head of Retail Network Transformation & Branch Operations.

Citizens Names Lisa Murray as Massachusetts President

“Massachusetts is a very important market for Citizens and I am looking forward to having Lisa play a greater role in our leadership team here,”

RSM Canada welcomes Dr. Tu Nguyen as new economist and ESG director

Tu obtained her PhD in Economics from Oregon State University

Kesia Sondrini Named Managing Director, Advisor Relationship Management for Capital Wealth Planning

Kesia hopes her transition from full-time mom of two to growing her career on her terms inspires other women to move forward with their goals.

Vestwell Names Lori Hardwick as Chairman and Mary Dent to the Board of Directors

The firm also added Mary Dent to the board of directors.

Kingswood U.S. Recruits $382 Million in Total Client Assets with Addition of Six Independent Financial Advisor Practices

Spanning a Range of Business Models, Newly Added Financial Advisors Join Kingswood U.S. for Greater Flexibility, Enhanced Technology and Robust Succession Planning

Bank of America poaches Citi's consumer-banking CMO

In taking a role as BofA's head of consumer and small-business products, Mary Hines Droesch becomes at least the second Citi marketing executive since July to leave for another big bank.

AdvisorEngine Grows Leadership Team

Key hires George Tamer, Suleman Din and Christina Esfehani will fuel continued growth for the company and support its clients’ growth

BlackRock boosts board

Key to that future is a mindset that embraces and accounts for our impact on all stakeholders

Kirkland & Ellis Adds Prominent SEC Enforcement Defense Attorney to Investigations Team

Mr. Salehi represents investment banks, asset managers and public companies in high-profile, bet-the-company matters.

SiriusPoint looks to expand US P&C business with new hire

Charles joins the company from Zurich Insurance Group, where he was Midwest regional vice president for North America construction and, before that, vice president of commercial markets.

Chris Shepler Joins FTC as VP & Investment Officer

Shepler brings over 25 years of investment and wealth management experience to Fiduciary Trust.

Goldman Sachs exec who led Marcus retires

"Six years ago, I left a big job at a great company to be the first employee of an idea - that Goldman Sachs could build a modern consumer business. Many people thought I had lost my mind!"

Canaccord Genuity boosts board

Francesca Shaw, FCPA, FCA has nearly 40 years of experience across a wide range of senior governance and commercial roles within UK and international banks.

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