Managers of Wealth Americas

Julius Baer recruits Citi PB exec in Brazil for client team

Prior to Citi Private Bank, Bonfá spent more than 10 years at HSBC

The Rohatyn Group appoints two new partners

TRG Partner and Head of Forestry and Agriculture Mike Claridge said: “Erik’s unparalleled experience in and knowledge of the timber sector has been instrumental in growing TRG’s forestry and agriculture practice.

Hausfeld announces seven senior promotions globally

Simon Bishop, Tim Brown, Sarah LaFreniere and Samantha Stein have been invited to join the partnership.

Eric Feldstein named M&T Bank Western New York Regional President

Current regional president Shelley Drake set to retire in March

PNC Appoints boosts Board of Directors

Niblock holds a bachelor's degree in accounting from the University of North Carolina at Charlotte.

Parthenon Capital to Acquire RSM’s Wealth Management Practice

Parthenon to prioritize investments in firm’s client service, people and growth

Gibson Dunn Names Co-Partner-in-Charge of Washington, D.C. Office

Williams succeeds partner Cynthia Richman

Wedbush Securities Welcomes First National Sales Manager

New Role Enhances Financial Advisors’ Tool Box for Best-In-Class Opportunities

Abbot Downing's top gatekeeper out after Wells rebrand

He spent more than 14 years with Abbot Downing, which served ultra-high net worth families and institutions as part of Wells Fargo until the brand was retired in 2021.

Real Estate Partner Joins Sidley in Los Angeles

Mr. Fatheree advises investors, developers, lenders, and high-net-worth individuals in a wide array of large and complex commercial real estate transactions.

Derek Bruton Joins M&A Advisory and Executive Search Firm

Bruton, who left Kingswood U.S. in June, will lead Gladstone Group’s strategic growth consulting division.

AIG Names Senior Vice President, Treasurer

“Kathleen brings outstanding financial reporting acumen and deep institutional knowledge of AIG to the role of Chief Accounting Officer. She is already an integral member of the Finance leadership team, and I am thrilled that she is taking on this r

Lou Holland Jr. Appointed to Adams Street Partners Board of Directors

Mr. Holland joins a Board of Directors with deep industry knowledge and leadership.

Disputes attorneys headline Curtis’ New Year Promotions

Nearly all these attorneys have spent their entire careers with Curtis; their appointments recognize the valuable contribution each has made to the firm.”

Bank of America hires veteran investment banker Benjamin Saunders

The appointment comes against the backdrop of a talent war among top Wall Street firms as dealmaking activity recorded a bumper year in 2021.

Matthews Asia hunts new chief as current boss eyes retirement

US-based regional investment specialist aims to appoint new CEO over first half of this year.

LaSalle St. Successfully Recruits Two Independent Wealth Management Firms From LPL Financial And Securities America

Wilmington, MA-Based Brisbois Capital and Chicago-Area Associates Group Bring $160 Million in Total Client Assets and Over 50 Years of Experience to LaSalle St.

Winston & Strawn Strengthens Intellectual Property Litigation Team

Barry and Bradley co-founded Shelton Coburn, a boutique intellectual property and technology law firm in Austin, Texas.

KKR appoints Matthew Cohler as new independent director

Mr. Cohler is a former General Partner at the venture capital firm Benchmark, where for over a decade he led early-stage investments in Internet and software startup businesses.

Former CGWM head of MPS resurfaces at Canada Life

Jordan Sriharan has joined asset manager’s £3.4bn multi-asset team

People Moves