Managers of Wealth Americas

Octavia Wealth Advisors Hires Cristina Campabadal to Lead the RIA’s International Growth Effort

Industry veteran brings close to two decades of experience to $1.4 billion wealth management firm

Wells Fargo Raids Financial Services Rivals for Legal Team Trio

The additions come after the San Francisco-based financial services company shed thousands of employees last year, part of a series of changes implemented by its new CEO, Charles Scharf, a former JPMorgan executive.

Slate Asset Management Appoints First Chief Technology Officer to Support Growth Strategy

As Slate continues to build on its successful use of data in asset management, transaction diligence and market intelligence, we're absolutely delighted to name Matt as our first CTO.

Chelverton Asset Management appoint Sally Clifton as Responsible Investing Manager

Clifton has held roles in investment management, business advisory and incubation in a career spanning 25 years – a near perfect fit for a specialist investor in sub-FTSE 100 listed equities, AIM traded companies and unquoted SMEs.

Joanne Howard Joins Bailard

Howard joins from Allianz Global Investors

Cresset Hires Senior Goldman Sachs Advisor Hanley Sayers, Establishes Presence in the Houston Market

Hanley Sayers will help to lead Cresset's growth in Texas

U.S. Bancorp adds banker to find sustainable investments for clients

Before joining U.S. Bancorp, Martin was founder and CEO of Global Oak Capital Markets

Chubb Appoints Division President of ESIS, Inc.

Ms. Sherman began her career with Chubb in 1997 leading transformational technology solutions, and throughout her tenure has held progressive leadership roles in several offices within the Chubb organization.

IFC Appoints New Regional Director for Latin America and the Caribbean

"Latin America and the Caribbean is a priority for IFC. Given the COVID-19 pandemic, Spicer's leadership skills and his wealth of experience will help us play a key role in catalyzing private investment in the region,"

Chubb Announces Leadership Appointments in its North America Financial Lines Division

Michael Mollica to Lead Private/Not-For-Profit Management Liability Business; Stephen Troiano to Head Financial Institutions Management Liability Business

Windsor Advantage Appoints Will McClain As New President & CEO

McClain steps in to replace Breckheimer as new leader of the Nation's largest outsourced provider of government guaranteed lending solutions to community financial institutions.

Regions Bank Names Andrew Nix as Chief Governance Officer

Nix to oversee corporate governance framework supporting Regions’ services for customers and communities.

California BanCorp Appoints Julie Levenson to Board of Directors

Levenson is a career investment banker and financial adviser.

Blackstone Hires Shary Moalemzadeh as a Senior Managing Director for Blackstone Tactical Opportunities

Shary is a highly talented investor with a wide range of expertise, which perfectly fits Tac Opps’ mission to provide flexible capital solutions across industries, asset classes and geographies.

Talent fight erupts as Wells Fargo exits its foreign wealth business

Wells Fargo said it’s “focused on meeting our regulatory requirements, managing risk and simplifying operations across the company.”

Swiss Bank Raids Credit Suisse for Latin America

The new hires besides Martinelli are Emilio Fiordaliso, Tania Weber ,and Gisella Vattilana.

Patricia Loepker Named Head of Managed Solutions & Investment Implementation

He will oversee the firm’s specialized portfolio management and investment implementation and consulting efforts.

Brian T. Cain Joins Raymond James As Managing Director, Complex Manager

In his new role, Cain will oversee three existing RJA complexes across Long Island, N.Y., and Northern New Jersey.

Lugano PB hires Latin America team from Credit Suisse

Based in Lugano, the team will focus on the Latin American market.

Green Dot Appoints Chief Technology Officer

Tomso brings more than 20 years of global technology and operations leadership experience in financial services to Green Dot

People Moves