Managers of Wealth Americas

Raymond James hauls in 9 wirehouse advisors with $825M

The team of seven, including five advisors, oversaw $525 million in assets at Merrill Lynch, according to the firm.

Santander PB Brazil boss bolts to XP to launch UHNW team

‘XP’s Private project is at its best moment in history.

Alphabet and Google CFO, Joins Blackstone’s Board of Directors

Porat is Vice Chair of Stanford University’s Board of Trustees and a member of the Board of Directors of the Stanford Management Company

U.S. Bank Names New Head of Private Wealth

Veteran wirehouse executive Beth Lawlor comes to the unit with more than 20 years of industry experience.

Hightower names Chief Investment Strategist and Portfolio Manager

Prior to joining Nuveen, Link spent six years as Chief Investment Officer at The Street and was co-portfolio manager of Jim Cramer’s Charitable Trust.

Fiduciary Trust International Expands Boca Raton Office, Welcoming Regional Managing Director and Senior Portfolio Manager

Mr. Stoller, who reports to Mr. Sternkopf, was most recently senior vice president and senior client advisor at multifamily office Bessemer Trust in Palm Beach.

Regions Bank names head of Government Affairs and Economic Development

Taylor most recently served as head of Regulatory Policy and Assistant General Counsel in Regions’ Washington, D.C., office.

Rothschild & Co Hires Managing Director in North America

He will report to Lee LeBrun

Truxton Trust Adds William Benson as Private Banking Vice President

He is active in the community and is currently an Ambassador for the Vanderbilt-Ingram Cancer Center and a Young Alumni Board Member and Alumni Board Member at Montgomery Bell Academy and The Ensworth School, respectively.

Wells Fargo Names Lead Corporate Communications

Rafferty joins Wells Fargo from Ketchum, where she was the agency’s president and CEO

Charles River Announces New Appointment to Lead Wealth Hub Initiative

The Wealth Hub supports models-only programs as well as traditional discretionary traded separate accounts and unified managed accounts programs.

Merrill Lifers Producing $9 Mln Join Rockefeller in NJ, San Francisco

Three have joined this month from Merrill, including another another $6-million team of four advisors in Dallas.

JPMorgan Hires Former Crypto Exec for Its Payments Innovation Team

JPMorgan is involved in several crypto initiatives, which include JPM Coin, the bank’s digital asset for settling transactions between clients of its wholesale payments business.

RoseAnn Rosenthal stepping down as CEO of Ben Franklin Technology Partners

Rosenthal will officially hand over the CEO title to Nissenbaum on Jan. 11, 2021 and become “CEO emeritus” in a role where she’ll continue to advise the organization.

Beth Lawlor Joins U.S. Bank as President, Private Wealth Management

In this role, Lawlor will be based in U.S. Bank’s New York office.

MOVES-JPMorgan promotes Darahem to lead Brazil business

A JPMorgan spokesman confirmed the contents of the memo.

Bernstein Private Wealth Management appoints MD in New York

This is an opportune time to be joining Bernstein’s New York leadership team as we further our engagement with families on all aspects of their financial health and well-being.

Addepar Appoints Blackrock Alum Swarup as New CTO

Addepar’s platform processes millions of accounts and transactions each day, and integrates natively with a wide range of best-in-class systems using its open platform architecture.

Wells Fargo hires another JPMorgan alum to head wealth management

Wells Fargo announced its intention to hire a new CEO for its wealth and investment management unit back in February.

Pitcairn Names Managing Director Of Client Investment Strategy

New Role Serves UHNW Families and Single Family Offices

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