Managers of Wealth Americas

Morgan Stanley to name private wealth management boss as HR chief

Crawley, who has been with the U.S. bank for nearly three decades, will replace Jeff Brodsky, who will take over as the vice president of the company.

Hogan Lovells welcomes the New Year and 25 new partner and 60 new counsel promotions

The promotions reflect the breadth and depth of our diverse practices around the world

Leading Transfer Pricing Adviser Joins Baker McKenzie in New York

Baker McKenzie's Tax Practice is one of the most highly rated and recommended among law firms worldwide.

Markel hires lead talent, diversity, and inclusion initiatives

In this new role, Gandy will further shape the company's diversity, equity, and inclusion strategy for its global workforce.

Lincoln Financial Group Names Craig T. Beazer as Executive Vice President and General Counsel

He is also a strategic leader with strong business acumen whose experience leading complex legal, regulatory and business initiatives will bring great value to our legal team and Lincoln

Mayer Brown adds Greg Matlock as partner and global co-lead of Tax-Energy group in Houston

“Mayer Brown has an impeccable reputation in the legal community; however, what I find incredibly appealing and interesting is the opportunity to make an impact in growing Mayer Brown’s Houston tax and transactional practice, and differentiati

REIT lawyer David Freed joins Mayer Brown

He has years of experience working with issuers in various industries, with a particular focus on REITs, including equity, mortgage and net REITs.

Lesley Marks Joins Mackenzie Investments as Chief Investment Officer (Equities)

Industry veteran will partner with Fixed Income and Multi-Asset Strategies CIO Steve Locke to lead firm's award-winning investment boutiques

Ivy Pierson Rebrands Financial Services Firm to Pierson Wealth Management

Santa Clarita Firm to Expand its Holistic Financial Services While Continuing to Provide Clients with a High Standard of Care

Brookfield Asset Management Announces Appointment of Hutham Olayan to Board of Directors

Ms. Olayan’s appointment furthers our strong commitment to diversity throughout Brookfield and brings the number of our female directors to six, which constitutes

Fiduciary Trust International Appoints Washington, DC-Based Regional Managing Director

Mr. Powell is a past president of the Washington, DC Estate Planning Council. He graduated from The College of William & Mary with a BA in Economics.

BNY Mellon Wealth Management Announces Senior Client Strategist in Dallas, TX

Charmaine earned a Bachelor of Science degree in Finance and Accounting from New York University's Stern School of Business.

Appointment of Stephane About as CEO of Societe Generale Americas

Stephane and the Americas teams are well positioned to further develop our client relationships and the diversified range of products and services we offer.

New Faces on Board at Marquez Private Wealth of Raymond James

In her role prior to joining Marquez Private Wealth of Raymond James, Veronica served as a wealth management associate at UBS Financial Services in Los Angeles.

Krissy Mashinsky Joins Focus Financial Partners Board of Directors

Ms. Mashinsky is currently the Founder and Chief Executive Officer of usastrong.IO Marketplace, a new technology venture that curates, sells and verifies merchandise made in the United States.

Merrill Loses $2.8-Mln Producer to UBS, $2-Mln Team to Independence

The advisor, who ranked as a managing director at Merrill and who began his brokerage career 20 years ago at Metlife Securities, did not return a request for comment.

AXA XL makes sweeping global management changes

Bull, Martin, Dwyer, Vahdat and Speeg all report to Bob Peretti, chief distribution officer.

AMTD International Names New CEO

Before joining AMTD in 2016, he was an executive director at UBS in Hong Kong for more than six years, and also held roles at Nomura and Lehman Brothers.

Lido Advisors Continues 2020 Growth with Hedieh Bolour Joining as SVP, Wealth Advisor

Bolour joins the firm from Bank of America Private Bank where she was a Vice President and Private Client Advisor.

Chubb Names Alexandra Waldman Climate Sustainability Manager

Chubb recognizes the reality of climate change and the substantial impact of human activity on our planet.

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