Managers of Wealth Americas

Balentine Promotes Partner, Expands Family Office Services Business Unit

Firm Experiences Growth Despite Challenges of 2020

Broadridge Names Chief Financial Officer

Mr. Reese played a key role in the success of the consumer business with responsibility across investments

Envestnet | Yodlee Appoints Head of International Sales

O'Shaughnessy worked at Envestnet | Yodlee from 2003 to 2017

Barings CEO and Chairman Tom Finke Dashes to Invesco

Freno is now appointed as Chairman and Chief Executive Officer, Barings LLC (on November 5, 2020).

Debra Brede To Join Focus Partner Firm GW & Wade Transaction will Increase GW & Wade's Scale

Debra Brede started her own business in 1990 to provide comprehensive investment and wealth management services to high net worth individuals and families as well as a range of institutional clients.

Blackstone Hires Eric Duchon as Global Head of Real Estate ESG

He will report to Giovanni Cutaia, Global Head of Real Estate Asset Management, and will coordinate closely with Blackstone’s corporate ESG leaders.

Apollo’s PK AirFinance Names President

As President, van de Stadt will be based in London.

AXIS Insurance Adds Three Underwriters to U.S. Renewable Energy Team

All three will focus on underwriting renewable energy risk across wind energy, solar energy and battery storage, including package policies providing property, general liability and umbrella coverage that spans construction and operations of projects.

Chubb Appoints Jason Luyt Chief Underwriting Officer for Company's International Accident & Health Division

In his new role, Mr. Luyt will have direct responsibility for all IAH underwriting functions, including underwriting governance and controls, product development

Julius Baer Hires for Mexico Push

The Swiss private bank is poaching from UBS and Credit Suisse to reinforce its efforts with wealthy Mexican clients. The move follows Julius Baer's ditching several troubled markets in Latin America.

Kestra Adds $2.2B in Assets Through Recruiting in Q3

Of the 22 advisors who joined, eight came from Merrill, Morgan Stanley and Wells Fargo; two are women.

Florida-Based Seeman Holtz Private Client Group Adds Sgammato, Sisk

The expanded management team will enhance the coordination of the Private Client Group with the other technical insurance specialists across the Seeman Holtz Family of Companies to meet the ever-changing needs of our high net worth clientele.

Citigroup Names New Consumer Banking Head

Incoming CEO Jane Fraser is tapping one of her top lieutenants, Anand Selva, to replace her as head of consumer bank

Vontobel Asset Management strengthens its sub-advisory presence in North America

Craig holds a Bachelor of Arts in History from the College of Wooster in Ohio.

Commonwealth Plans Recruiting Shift After 'Rollercoaster Year'

Next year's focus is on adding breakaway advisors from Merrill Lynch, Morgan Stanley and UBS, according to Andrew Daniels.

Wells Fargo Names Kleber Santos as Head of Diverse Segments, Representation and Inclusion

Santos brings a unique mix of leadership and business experience to this new and expanded diversity Operating Committee role

Ben Welch joins LPL Financial as EVP, Trading

Welch joins LPL after a long career at TD Ameritrade, where he was most recently managing director, Institutional Trading and Technology Services.

Proskauer Promotes New Partners and Senior Counsel

10 new partners and two senior counsel

Corbin banker appointed to membership council at American Bankers Association

With a strong and growing membership, ABA works in tandem with bankers across the country and their respective state associations to create the best environment for banks to do business and serve their communities.

Scotiabank welcomes Calin Rovinescu to its Board of Directors

Mr. Rovinescu has been recognized by both the Financial Post magazine and the Globe and Mail's Report on Business magazine as Canada's Outstanding CEO of the Year on several occasions.

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