Managers of Wealth Americas

SVB Private Bank Appoints Head of Relationship Management

As head of relationship management, Mehrotra will lead a team of advisors nationally who deliver holistic wealth advice to clients in the innovation economy.

Schwab's top gatekeeper hunts for hires to boost alts research

Currently alternatives on Schwab’s platform are only available via RIAs who custody with the firm, but Iachini said that this might change in the future.

JP Morgan AM promotes Yo Takatsuki to new global head of investment stewardship role

Reporting to Jennifer Wu, global head of sustainable investing

Ford executive hired by Wells Fargo for investment banking post

Hunter Patton was on Ford's global strategy and corporate development team

JPM Private Bank boosts Mexico team with new recruit

He has also previously held a number of investment banking roles, working for Sheumack & Co. as well as at Torino Capital, both in New York.

Baird Adds The HBGW Group to Wealth Management Office

The team manages $500 million in assets under management.

Global M&A and Private Equity Partner Joins Sidley

He has significant experience in strategic and financial-sponsor M&A and investment transactions, capital markets

Crowe announces new partner and principal class

“I’m very pleased to congratulate our new partner class on reaching this significant career achievement,”

Insigneo adds advisory exec to investment committee

Insigneo manages more than $13.7bn in client assets and houses more than 200 advisors on its independent brokerage platform, the firm said.

Synovus Names Head of Corporate & Investment Banking

“Tom is an innovative and strategic leader with a proven track record of success in his more than 25 years of experience in the financial services industry,”

Zelman & Associates Expands Building Products Investment Banking Team with New Senior Banker

Appoints Graham Rives as Managing Director

Oppenheimer Names President

Rob’s appointment to this role, effective immediately, reflects his many contributions over his 23-year career at Oppenheimer,

Tax expert Karey Barton joins KPMG as managing director

He rejoined the Texas Comptroller’s office in 2015, spending the next seven years as associate deputy comptroller for tax – overseeing tax administration, taxpayer assistance, and compliance and enforcement.

C8 Technologies makes senior hires in the US and UK

Mackin joins to support C8’s client team, across sales and marketing, based in London.

New captives head for Tennessee regulator

“With Jonathan firmly in the director’s role, I am confident that Tennessee will continue to build on our reputation as a first-choice domicile for captive insurance companies both domestically and internationally.”

Picton Mahoney AM expands Team

A respected financial services industry professional of nearly 15 years, Mr. Vatvani’s experience is multifaceted and global in scope.

New Jersey Advisor Returns to RBC Following Restraining Order

Christopher Andreach, who managed about $500 million in assets, rejoined his former firm in its Florham Park, N.J., office after spending only a few months at UBS Financial Services.

Opal Wealth Advisors Announces Matthew Krouse Has Joined the Firm as a Financial Advisor

Having spent most of his career in institutional wirehouses, Krouse was eager to join Opal

Citi appoints Global Markets’ Puneet Singhvi as head of the new ICG Crypto Team

Citigroup appointed a new head of digital assets in its institutional client group (ICG) on Monday, a reflection of how Wall Street banks are increasingly dipping their toes into the exploding crypto market.

Wells Fargo Appoints Co-Heads of Markets division of the Corporate & Investment Bank

Riley and Thomas will co-lead the Bank’s markets-driven activities and report to Jon Weiss, CEO of Corporate & Investment Bank

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