Managers of Wealth Americas

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. "

JPMorgan's Sara Castelhano takes the chair at P20

P20 is a collaborative payments forum for thought leadership, best practice and for harmonizing global standards on the issues above and regularly releases reports.

Latham & Watkins Makes Significant Additions to Leading Global ESG Advisory Capability

Sarah Fortt and Betty Moy Huber bring longstanding experience and top-tier reputations advising on key ESG issues facing businesses and investors today.

$200m Citi LatAm advisor vet joins Alex. Brown

The local management team and specialists have been excellent and very hands-on through the transition process.

Wells Fargo Hires Credit Suisse Managing Director

Schleifman to focus on industrials and financial institutions

Wells Fargo to name new head of manager research

Maddox has been head of global manager research for the Wells Fargo Investment Institute since 2014

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