Managers of Wealth Americas

The Clark Group Welcomes New Wealth Management Advisor

Mike McGehee Joins The Clark Group of Visionary Wealth Advisors

Blackstone Continues to Build Global ESG Team

Prior to this role, Ms. Mangalick was instrumental in developing BAAM’s ESG program, along with a focus on BAAM’s Advisory Business.

Blackstone Hires Israeli Tech Executive Yifat Oron; Announces Opening of New Office in Tel Aviv

Ms. Oron brings more than twenty years of experience as a tech investor and executive in Israel, with leadership roles in venture capital, banking and consulting.

Wealth Manager Joins First Republic in Century City

Dan Jennings is a seasoned wealth advisor who will be a strong addition to our growing team of wealth management professionals serving the Los Angeles area

Wells Fargo’s private wealth head is leaving

Wellborn joined in summer 2019 from Comerica Bank, where she was head of wealth management.

M&T Bank Names First Director of Newly Created Environmental, Social, and Governance Office

"ESG is not just about having values but about driving value for all of our stakeholders,"

RBC, Stifel Add Merrill Lifers in NY, NM

Meyers started his career at Merrill in 2013

Steward Partners Global Advisory Welcomes Poljak Group Wealth Management as First Louisiana Team

The eight-person team led by brothers Denis and Davor Poljak manages over $500 million in client assets and was previously associated with Morgan Stanley.

Walker & Dunlop Investment Partners Adds Managing Director to Investments Team

Mr. Duley will be based out the firm's Philadelphia office, where he will lead investment transaction execution for WDIP's equity and debt investment vehicles.

MUFG further strengthens its U.S. Macro Trading platform with a fixed income industry veteran hire

George Goncalves joins the bank as Head of U.S. Macro Strategy

The Coury Firm Multi-Family Office Expands its Leadership Team to Fuel Growth

The Coury Firm names Sam Delestienne Managing Director of Business Advisory and Thomas Deutsch Managing Director of Private Wealth, paving the way for growth and scale of its multi-family office

J. Christopher Giancarlo, Former CFTC Chairman, Joins BlockFi Board of Directors

Widely recognized as a regulatory trailblazer in the digital asset space, Giancarlo will be a source of trusted counsel for the company as it continues to grow and innovate

UBS Nabs $1.8B Wells Fargo Private Bank Team

Based in UBS’ Miami office, the team will report to Karl Ruppert, South Florida complex director at UBS Private Wealth Management.

Citigroup CEO Jane Fraser says of moves to shrink retail banking footprint: ‘We want to be a winner’

One of the biggest priorities for Fraser, who took over for predecessor Michael Corbat in February, is to bring New York-based Citigroup’s returns closer to those of peers including JPMorgan Chase and Bank of America.

Kestra Financial Names New VP of Product & Platform Management

Business technology strategy veteran will execute the firm’s vision of creating an exceptional, next-generation technology experience

Merrill Recruits Citi Private Banker in SF, Loses Teams to Janney, Sanctuary

The firm’s private wealth group includes around 200 teams focusing on ultra-wealthy clients.

Withers expands international venture capital and life sciences team with launch in Boston

The new team represents clients on the FDA regulatory and approval process,

$1.8 Billion Team Joins UBS Private Wealth Management in South Florida

Based in UBS’s Miami office, the team will report to Karl Ruppert, South Florida Complex Director at UBS Private Wealth Management.

Advisor Group Welcomes Two Pennsylvania-Based Wealth Management Practices With Total Assets Of $323 Million To Its Platform

GL Capital and East Coast Advisory Join Advisor Group through Subsidiary Triad Advisors

Wealth Management Team Led by Ed Wentzheimer Joins First Republic in New York

They will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

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