Managers of Wealth Americas

Cosaic Announces Appointment of Chief Operating Officer

Joerg Ruetschi brings operational excellence to accelerate growth across both ChartIQ and Finsemble product lines.

ComplySci Advances Growth Vision with Addition of Stephen Marsh and Susan Theder to Board of Directors

Mr. Marsh and Ms. Theder bring deep industry knowledge and expertise to the board and will help the Company execute its long-term growth strategy as it continues to build its employee compliance solutions for financial services enterprises and considers e

Fiduciary Trust International appoints Head of Family Office Services

Paul’s deep experience developing solutions—encompassing everything from investment strategy development, integrated planning and administration, and governance to tax management—for families and non-profit organizations positions him we

BNY Mellon Wealth Management Names Regional Director

Daniel joined BNY Mellon Wealth Management in 2000 from the firm's Pittsburgh office where he held a variety of roles.

Withers appoints data protection and privacy partner

In the US this is a fast-changing landscape and bringing on someone with Doron’s depth of knowledge is a huge plus for us.

Swift appoints former Standard Chartered Ciso Cheri McGuire as CTO

Reporting directly to CEO Javier Pérez-Tasso, McGuire joins Swift at a pivotal time as it re-tools its cross-border messaging infrastructure to take on new challenges in digital payments.

KBI Global Investors looks to strengthen foothold in the States

He will be based in the firm’s Boston office

Schulte Roth & Zabel Announces Addition of Leading M&A Lawyer Brian Miner

He joins the firm from Holland & Knight.

T. Rowe CEO to retire

Stromberg would also step down as his roles as chair of the board and chair of the firm’s management committee but would serve on the board as a non-executive chair.

AIG Names Sabra Purtill Chief Risk Officer

“I am privileged to step into this important executive role during this transformative time at AIG – and in the broader global environment – to help execute on a risk management framework that balances profitable growth with appropriate

Winston & Strawn Expands White Collar Litigation Team with Addition of Former U.S. Attorney Marc Krickbaum

As the U.S. Attorney for the Southern District of Iowa, Marc oversaw all civil and criminal litigation in the district.

Global Wealth Management Welcomes New Medicare Specialist, Megan Reeves

Megan, originally from South Carolina, graduated from Wofford College in 2017 with a Bachelor of Arts in Business and Managerial Economics.

Arthur J. Gallagher & Co. Appoints New Director

"We are delighted to have Teresa Clarke join our Board of Directors,"

Canadian Pension fund CPPIB elevates Suyi Kim to Global Head of Private Equity

Kim will lead the private equity department, which makes investments globally, both directly and with partners

Industry-Renowned Wealth Team Joins Old National to Lead Investment Management and High-Net-Worth Services

The executive trio spent the past decade overseeing Abbot Downing, a Wells Fargo business centered on ultra-high-net-worth clients, which Steiner spearheaded and led since its inception in 2011

Brown Wealth Management Hires New Director of Wealth Planning Ahead of Potential Tax Reform

Adding to Brown Wealth Management's robust wealth management team, Christopher Pegg brings 15 years of legal, tax, and financial services expertise to the new role

RBC Global Asset Management grows private markets team with appointment of new Head, Global Infrastructure Investments

Mr. Hay's experience in the infrastructure investment space is extensive.

Dynasty Financial Partners Doubles Down on Tech

Two FinTech Executives Join the Firm: Frank Coates is Named as Chief Technology Officer and Taylor Howard Joins as Chief Digital Officer

Wealth Management Group adds independent investment advisor

The Scottsdale resident has joined the firm as an independent investment advisor.

Lazard Asset Management appoints Head of Sustainable Private Infrastructure

Robert has extensive experience in investing capital across all sub-sectors of the infrastructure asset class to deliver strong returns.

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