Managers of Wealth Americas

BMO adds new senior role focused on wealth firm strategy, growth

Effective Nov. 1, Geoff Newton will take on the newly created role at BMO Private Wealth

Lincoln Financial Group Names Talbert Thomas Senior Vice President of Information Technology Strategy, Operations and Finance

Thomas and his team will work to continually enhance Lincoln’s customer and employee experience through ongoing development of the company’s IT strategy and performance

Insigneo Welcomes Advisors from Amerant Bank

Vicent Costa, Ciro Vasquez, and Juan Zenck have decades of experience in the investment advising and wealth management professions.

GMO Announces Senior Hire as Amy Shang Joins Firm to Lead Greater China Efforts

Before joining GMO, Shang held senior roles in Asia at Dimensional Fund Advisors

Berkshire Hills Bancorp Adds Depth to Wealth Management Team with New Hires Heston and Crowley

Firm Expanding its Non-Profit Capabilities as part of Berkshire Bank's Community Comeback Plan

Chilton Trust Hires Managing Director, Senior Advisor and Christina Duffy as Senior Vice President, Wealth Advisor

New Senior Hires Bring a Combined 40 Years of Experience to Serve Clients and Grow the Firm

Rapidly Expanding PA Wealth Management Firm - Brandywine Oak Private Wealth - Launches New Tax Practice

Chris Smith, CPA, Joins as Director of Tax and Founding Tax Partner of Brandywine Oak Private Tax Advisory

BDO USA, LLP Expands with the Addition of Lowery Asset Consulting, LLC

Lowery Asset Consulting, LLC’s services and relationships bring new opportunities to BDO USA for existing and potential clients.

Prince Harry and Meghan recruited by US ethical investment firm

Couple add role at Ethic to growing jobs portfolio since stepping down as working members of royal family

Mayer Brown adds renowned finance lawyer to Banking & Finance practice

Nearly a dozen partners join Mayer Brown’s thriving New York office this year

Wealth Management Market Team Leader Joins Celent

Designation augments firm’s advisory leadership for financial institutions and solution providers

Aegon AM adds three to Responsible Investment team

The three new appointments allow us to continue our work, broadening our expertise, knowledge and skills base.

First Republic Lands $10-Mln Trio of Wells Fargo Private Bankers

At Wells, the trio had been part of a unit formerly known as Abbot Downing.

Wealth Management Team Led by Charles Rodgers Joins First Republic in San Francisco

Charles, Laurel and Michael have been successful providing comprehensive solutions to clients, and they share First Republic’s commitment to our unique brand of exceptional client service.

RSM Canada hires Amy Shumate as head of US tax practice

Shumate brings more than 20 years of US tax experience to RSM, having supported clients in a range of industries on federal tax compliance, state and local income, cross-border transactions, and sales and use taxation.

Investment banking chairman joins Apollo Global Management

Lewis to Join Apollo’s Management Committee

KKR Announces CEO Succession

Joe Bae and Scott Nuttall Appointed Co-Chief Executive Officers Henry Kravis and George Roberts Continue to Serve as Executive Co-Chairmen Company Announces Corporate Reorganization

Financial Advisor Joins UBS in Rutland, VT

She manages $125 million in client assets and will be joined at UBS by Client Service Associate, Shauna Graham.

AXA XL eyes professional liability expansion with new appointment

Moritt spent the first 29 years of his career at Mercer, starting as a pensions actuary and then eventually leading the firm’s North American multinational client group.

Chuck Moritt and Don Harrington join Mercer's M&A team

Based in Washington, DC, Moritt brings more than 30 years of experience in the industry.

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