Managers of Wealth Americas

Citizens Names Lisa Murray as Massachusetts President

“Massachusetts is a very important market for Citizens and I am looking forward to having Lisa play a greater role in our leadership team here,”

RSM Canada welcomes Dr. Tu Nguyen as new economist and ESG director

Tu obtained her PhD in Economics from Oregon State University

Kesia Sondrini Named Managing Director, Advisor Relationship Management for Capital Wealth Planning

Kesia hopes her transition from full-time mom of two to growing her career on her terms inspires other women to move forward with their goals.

Vestwell Names Lori Hardwick as Chairman and Mary Dent to the Board of Directors

The firm also added Mary Dent to the board of directors.

Kingswood U.S. Recruits $382 Million in Total Client Assets with Addition of Six Independent Financial Advisor Practices

Spanning a Range of Business Models, Newly Added Financial Advisors Join Kingswood U.S. for Greater Flexibility, Enhanced Technology and Robust Succession Planning

Bank of America poaches Citi's consumer-banking CMO

In taking a role as BofA's head of consumer and small-business products, Mary Hines Droesch becomes at least the second Citi marketing executive since July to leave for another big bank.

AdvisorEngine Grows Leadership Team

Key hires George Tamer, Suleman Din and Christina Esfehani will fuel continued growth for the company and support its clients’ growth

BlackRock boosts board

Key to that future is a mindset that embraces and accounts for our impact on all stakeholders

Kirkland & Ellis Adds Prominent SEC Enforcement Defense Attorney to Investigations Team

Mr. Salehi represents investment banks, asset managers and public companies in high-profile, bet-the-company matters.

SiriusPoint looks to expand US P&C business with new hire

Charles joins the company from Zurich Insurance Group, where he was Midwest regional vice president for North America construction and, before that, vice president of commercial markets.

Chris Shepler Joins FTC as VP & Investment Officer

Shepler brings over 25 years of investment and wealth management experience to Fiduciary Trust.

Goldman Sachs exec who led Marcus retires

"Six years ago, I left a big job at a great company to be the first employee of an idea - that Goldman Sachs could build a modern consumer business. Many people thought I had lost my mind!"

Canaccord Genuity boosts board

Francesca Shaw, FCPA, FCA has nearly 40 years of experience across a wide range of senior governance and commercial roles within UK and international banks.

AXA XL Insurance appoints Head of Cyber and Technology for the Americas

Mr. Gittler has over 15 years of cyber claims experience

Magnus Financial Group Announces Katherine Babicz, CFP®, Has Joined the Firm as Vice President of Investment Operations

Prior to Morgan Stanley, she was a Financial Advisor at Merrill Lynch and Edward Jones.

Hon. Navdeep Bains to join CIBC as Vice-Chair, Global Investment Banking

Our clients in the innovation and technology sectors are seeking to expand their opportunities in a rapidly changing environment

Senior Financial Advisor Joins Blue Chip Partners

Prior to joining Blue Chip Partners, Reaume was an Investment Advisor Representative and a Financial Advisor at LPL Financial.

Doug Collins makes switch to Triton Wealth

“There’s so many more things we can bring to the table,”

Emerton promotes Nicolas Weissberg to partner in New York

“Outside of client work, Nicolas is also heavily invested in the development of our New York office by playing a major role in the recruitment and training of our team.”

Mako Fintech strengthens leadership team

“The top executive talent that we’re attracting to our Montreal headquarters cements this city’s reputation as a Canadian fintech leader,” Bouskila said.

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