Managers of Wealth Americas

Concert Group Adds To Management Team

Ms. Fetter, who will report to Concert’s Chief Legal Officer Matthew Wagner, takes up her post on February 1, 2022.

Harbourfront Wealth appoints MD of Tax & Wealth Planning

Paul is responsible for nationwide directives including the development of a Wealth and Estate Planning division, an Investment Advisor Training and Education program, and the ensemble of a National Strategic Partnership Network for his previous firm, Can

First Western Trust Hires New Market President

She is a proud native of Scottsdale, having called the area home her entire life. Her professional credentials include leadership positions at First Citizen’s Bank and BBVA

KeyBank names Chief Diversity, Equity, and Inclusion Officer

Helena holds a bachelor's degree in Business Administration and Marketing Management from University of Colorado and an MBA from Hamline University.

Key Private Bank named regional sales leader for Central New York

She is responsible for leading the sales and service efforts of Key Private Bank

Pinnacle adds to US leadership

The US is now Pinnacle's largest market by funds under management outside of Australia.

Robert Smith of Scottsdale Financial Group Joins Focus Partner Firm TMD Wealth Management

Smith has over 30 years of experience in providing an array of wealth management services to high net worth individuals and families, and he also has deep expertise in structuring customized insurance solutions.

Wells Fargo Names Jessica Lupovici to Lead Its Middle Market Banking East Region

Lupovici will join Wells Fargo in April

Google cofounder Sergey Brin’s family office to open in Singapore

He hung on to the stock for years, then sold it for more than $500 million last year, the most since it was first issued in 2016.

Harbourfront hires executive managing director of tax and wealth planning

Paul Marion will develop a new tax and wealth planning framework for wealthy clients

Morgan Stanley Elevates Hogan, Perez-Hernandez in Tech Group

Drew Guevara, a previous co-head of global tech banking, will also become a vice chairman of investment banking. Read more at: https://www.bloombergquint.com/business/morgan-stanley-elevates-hogan-perez-hernandez-in-tech-group Copyright © Bloomberg

Winthrop Rockefeller Foundation adds two to board

The WRF Board also reappointed two board members for second terms and elected officers for 2022.

Julius Baer restructures LatAm unit, Mexico head exits

The move reflects Cuomo’s growing stature as a leading figure for Julius Baer’s Latin America business.

Regions Bank appoints Community Development Manager

28-year financial services veteran to oversee Community Reinvestment Act activities.

Wells Fargo Names Winniford CFO of Corporate, Investment Banking

The move comes as Wells Fargo CEO Charlie Scharf pushes for a bigger presence on Wall Street

McCleary named CEO of American Federal Bank

American Federal is a Top 100 Ag Lender in the United States.

KKR Names Global Head of Private Wealth

Augments commitment to expanding access to KKR’s investment strategies for individual investors

TD to hire over 2,000 technology roles in 2022 to power the Bank's future-focused strategy

Roles in Dev Ops, Agile, and Microservices among the in-demand positions fueling the Bank's accelerated Tech Talent Strategy

M&T Bank/Wilmington Trust Leader Announces Retirement

Farrell will be succeeded by Jennifer Warren

Adrienne A. Harris named superintendent of the New York State Department of Financial Services

"I am honored to serve as the Superintendent of the Department of Financial Services. "

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