Managers of Wealth Americas

Professional Wealth Advisors Announce Brand Ambassador

He has tremendous integrity, strong work ethic and is highly respected by his peers.

Truist names corporate treasurer

Itayem succeeds Donna Goodrich effective Sept. 3, 2021

Banner Bank Announces Retirement of Craig Miller General Counsel; Promotion of Sherrey Luetjen as Successor

Miller joined Banner in 2016 as Executive Vice President and General Counsel

Broadridge boosts board

She is an experienced financial markets regulator, former SEC Commissioner, and recognized authority on financial markets regulatory issues.

BNY Mellon Wealth Management Names Senior Director, Wealth Manager in Cleveland

Joe joins BNY Mellon Wealth Management from Huntington National Bank

Latham & Watkins Expands Investment Funds Practice

Javad Mostofizadeh advises on the structuring, formation, and operation of venture capital funds.

Franklin Templeton Names Head of US Institutional Services

Foley will join the firm on September 7.

UBS Taps Rival in Bid for Multicultural Wealth

A Detroit native, Hightower is to cultivate a multicultural client base as well as help diversify UBS' adviser force in the U.S.

Cohen & Steers Appoints Head of Wealth Management Consulting Group

Mr. Kuberski brings more than 20 years of experience as a business development leader in the investment industry.

Managing Director and Head of SPACs Joins SVB Leerink

Mr. Salazar joins SVB Leerink from Citigroup

Wells Fargo Chairman to Retire

The board has elected Steven D. Black as chairman, effective immediately.

Allen & Overy to add game-changing multidisciplinary technology team in U.S.; Expands West Coast presence

Allen & Overy will open two new offices in Silicon Valley and San Francisco to support the expanded team and offerings.

Richardson Wealth Adds Top Talent to Communications and Marketing Teams

Our new hires have the creative and technical skills necessary to effectively communicate our culture and brand value proposition to our key audiences

PNC Rebrands Wealth Businesses as Lenders Vie for Rich Clients

Don Heberle will head the newly branded PNC Private Bank

Slate Asset Management Hires Managing Director

Former Alberta Investment Management Corporation (AIMCo) executive brings nearly two decades of real estate experience to the firm’s investment platform

Blackstone Hires Managing Directors Based in San Francisco

Mr. Ramsey will focus on enterprise software and financial technology investments and Mr. Kirkman will focus on the healthcare sector.

Multifamily Office Hires in N.Y., Miami to Lure Rich Brazilians

In this market, if you are really independent from big firms, you can better service your client

Hub International Strengthens Retirement And Private Wealth Capabilities In Colorado

Based in Englewood, Colorado, Grose has more than 20 years of experience working with retirement plans and wealth management services.

Advisor leaves Canaccord to rejoin Richardson Wealth

New recruit credits firm's reputable name, integrity, and start-up feel as reasons for return after 25 years away

Advisor Group Successfully Recruits Two Financial Advisors with $376 Million in Total Client Assets to its Platform

Veteran Financial Advisors Join Advisor Group through Securities America and its Affiliated Super-OSJs Patriot Financial Group and Navigation Financial Group

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