Managers of Wealth Americas

CRC Group expands team with three new hires across US

With eight years of experience in the insurance industry, Miller has joined CRC’s Dallas, TX (Tollway) office as a broker specialising in commercial auto and transportation.

Citizens Continues Expansion of Private Wealth Business with Hiring of Florida-Based Advisors

Clients enjoy the breadth of options provided by large financial institutions with the depth of high-touch, personalized client service provided by specialty boutiques.

BMO Names Michele Havens Head of U.S. Wealth Management

In this new position, Havens is responsible for leading the company’s U.S. Wealth Management business including family office, investment management, trust, estate, private and business banking business.

Jonathan Sherman, Nationally Known Litigator and Longtime Boies Schiller Partner, Joins Sterlington

Sherman has previously been named one of the 500 Leading Lawyers in America and 500 Leading Litigators in America by Lawdragon

CW Advisors Names DeSisto Chief Investment Officer

DeSisto joins CWA with broad experience as Chief Investment Officer and portfolio manager of discretionary, quantitative and multi-asset investment portfolios

LPL Board Names Rich Steinmeier CEO

Following CEO Dan Arnold's sudden firing earlier this month, LPL's board has chosen Steinmeier as his permanent replacement, while CFO Matt Audette adds president to his title.

Dave Barton, Mercer Advisors’ Head of M&A, Retires

Dave Barton, vice chairman of M&A at Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors, has retired.

Advisor John Hardin Joins UBS Private Wealth Management in Miami

He joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the Coral Gables office.

William Blair Bolsters Cybersecurity Investment Banking With Senior Hire

The addition of Pratik and Spencer deepens our extensive cybersecurity expertise

Citizens extends private wealth ambitions with $600M advisor team

Led by two experienced advisors, the team brings more than 40 years' combined experience as they enrich the firm's profile in Florida's high-net-worth and UHNW market.

Heliogen Appoints Apurba Das as Chief Technology Officer

Updated CTO role to drive full-scale technology deployments of zero-carbon concentrating solar energy solutions

Former Private Advisor Group CMO to Lead StepStone Private Wealth Marketing

Berta Aldrich will fill the newly created role; StepStone also hired a new head of RIA enterprise relationships.

Prosperity Asset Management Strengthens Team with Key Hires

Insurance-Focused Asset Manager Welcomes Matthew Petre as Head of Business Development and Cassandra Becker as Chief Compliance Officer and Senior Counsel

Financial Advisor James Kosan joins UBS in the Inland Empire

Prior to joining UBS, he worked as a financial advisor with Morgan Stanley since 2012 and prior to that, he spent six years with Merrill Lynch.

Citi hires Davis from Wells Fargo as head of growth equity for North America

In his new role, Davis has been tasked with the effort to help expand Citi's coverage of technology companies

Goldman Sachs MD that quit for Google returns to finance… at JPMorgan

Naumovich has joined JPMorgan as an MD and chief data and analytics officer in its commercial and investment bank sales team.

David Perez joins Tokio Marine

Mr Perez will report to Susan Rivera, chief executive of TMHCC.

LM Re appoints Cara Sweeney as Specialty Casualty Underwriting Manager

“Her strong market relationships will help further strengthen our operations both in the US and globally.”

KeyBank names Brian Marlow as Washington market president

Marlow has worked at KeyBank for 23 years and has over 30 years of financial services experience.

State Street CFO to Depart for New Position Following Transition Period

State Street has commenced its succession plan with a formal internal and external search process and Aboaf will stay on and work closely with the State Street team into February to ensure an orderly transition.

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