Managers of Wealth Americas

Franklin Templeton Announces Adam Spector as Head of Global Distribution

Adam Spector is a veteran business and distribution leader, with over two decades of experience with Brandywine Global and more than three decades in the industry.

LPL Financial and Gladstone Wealth Partners Welcome Financial Advisor Keith Boyd

He has also aligned with Gladstone Wealth Partners,

Alex. Brown Hires $280 Mln-Asset UBS Miami Team, LPL Nabs $180 Mln Wells Broker

At least six UBS advisors have made the trek to Alex. Brown’s 600 Brickell Avenue branch since December

K&L Gates adds investment funds partner in Boston

Before returning to private practice, Lekander served in the roles of managing director and managing counsel at State Street Global Advisors

Schwab Announces the Appointment of Two New Board Members

The company also announced Roger O. Walther’s decision to retire from the Board

BNY Mellon Wealth Management Names Barry McKenzie as Market President in Naples, FL

Barry brings three decades of portfolio management, strategic planning, and family governance experience to our team," said Moegerle. "

Schroders boosts LatAm sales team with Brazil hire

Vinicius reinforces the experience of our local team

Chubb Integrates North America Accident and Health Businesses

Chris Martin named Division President of Chubb North America Accident and Health; James Walloga to continue overseeing North America Specialty Accident and Health

Pershing Loses 30-Year Vet to Consulting Group

Financial Services consulting firm expands strategic consulting talent

Co-CEO to retire after 25 years of The Carlyle Group

Glenn will step down as co-CEO and retire from the firm on September 30, 2020 and will work with the rest of management to transition his responsibilities over his remaining tenure.

Kestra Financial Nabs Indutry Leader

His responsibilities will include driving Kestra Financial’s revenue growth, executing and expanding the company’s existing growth strategy, and furthering the continued evolution of Kestra Financial’s value proposition.

Chubb appoints new financial lines leader for international business

The appointment is effective immediately.

Chubb Promotes 2 in Leadership Changes

Scott Meyer and Steven Goldman appointed Division Presidents of Westchester and North America Financial Lines, respectively Bruce Kessler, appointed Chairman of Westchester, will retire at the end of the year

Barclays Appoints Connie Chiang as a Managing Director in Biotech Investment Banking

We are delighted to welcome Connie back to Barclays and to our Healthcare team

Biz buzz: Goulding joins Jacobson Wealth Management

Goulding also provides pro bono financial education to Sonoma County fire victims, Jump Start educators and psychiatric patients at Napa State Hospital.

BNY Mellon's Pershing Names Emily Schlosser as Chief Operating Officer

Schlosser Tapped for Her Track Record of Driving Major Corporate Transformations in Financial Services

BNY Mellon Wealth Management Names Kent Moegerle as Southeast Regional President

He reports directly to BNY Mellon Wealth Management CEO Catherine Keating and serves as a member of the Wealth Management leadership team.

Wells Fargo Names New Chief Financial Officer

John Shrewsberry to retire from the company following transition

Bank of Marin in Novato, Calif., has suspended its search for a new CEO

Bank of Marin announced last month that it had tapped Timothy Myers as chief operating officer.

CFP Board elects first-ever Black woman advisor as chair

It’s been a year of rapid growth for McDonnough.

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