Managers of Wealth Americas

Grasshopper Bank in New York hires former Radius CEO as next leader

Butler previously served as president and CEO of Radius Bank.

SiriusPoint poaches casualty underwriter from RFIB Americas

At SiriusPoint Hallett reports to Warren Trace, head of US and Canada, Americas reinsurance.

MAI Capital Management Adds Managing Director in Cincinnati

Caudill has over 25 years of experience in the financial services industry and specializes in client relationship management, business development, portfolio construction and retirement consulting.

Varo Bank makes exec hires

"Varo provides financial services for a diverse group of Americans, and it is imperative that our whole company - the leadership team, our Board, and our employees - reflect that diversity,"

Advisor Group Announces Recruitment Of Ambassador Wealth Management, Chicago-Area Practice With Assets Totaling $257 Million

Firm with Three Financial Professionals Joins Advisor Group through Subsidiary Woodbury Financial Services

Joe Skarda Appointed President Of KeyBank Wealth Management

He will be based in Chicago and report to Victor Alexander, Head of Consumer Banking at Key.

Organization Announcement: American Express

These promotions and the other related changes we’re announcing today are designed to create synergies between business areas and functions to drive growth and enhance our competitive position, as well as continue to strengthen the depth of our lead

Citizens Financial Group Names Chris Weyrauch to Lead Wealth Business

Weyrauch will focus on further accelerating Citizens’ strong and growing momentum in wealth, a cornerstone of the bank’s strategy to be a trusted advisor to its customers throughout their financial journeys.

Clifford Chance announces new Global co-heads for international Insurance practice

With nearly 50 years of experience in the insurance market between them, Ashley and Gary lead the firm's commitment to maintaining a global market leading position in the insurance market

The Clark Group Welcomes New Wealth Management Advisor

Mike McGehee Joins The Clark Group of Visionary Wealth Advisors

Blackstone Continues to Build Global ESG Team

Prior to this role, Ms. Mangalick was instrumental in developing BAAM’s ESG program, along with a focus on BAAM’s Advisory Business.

Blackstone Hires Israeli Tech Executive Yifat Oron; Announces Opening of New Office in Tel Aviv

Ms. Oron brings more than twenty years of experience as a tech investor and executive in Israel, with leadership roles in venture capital, banking and consulting.

Wealth Manager Joins First Republic in Century City

Dan Jennings is a seasoned wealth advisor who will be a strong addition to our growing team of wealth management professionals serving the Los Angeles area

Wells Fargo’s private wealth head is leaving

Wellborn joined in summer 2019 from Comerica Bank, where she was head of wealth management.

M&T Bank Names First Director of Newly Created Environmental, Social, and Governance Office

"ESG is not just about having values but about driving value for all of our stakeholders,"

RBC, Stifel Add Merrill Lifers in NY, NM

Meyers started his career at Merrill in 2013

Steward Partners Global Advisory Welcomes Poljak Group Wealth Management as First Louisiana Team

The eight-person team led by brothers Denis and Davor Poljak manages over $500 million in client assets and was previously associated with Morgan Stanley.

Walker & Dunlop Investment Partners Adds Managing Director to Investments Team

Mr. Duley will be based out the firm's Philadelphia office, where he will lead investment transaction execution for WDIP's equity and debt investment vehicles.

MUFG further strengthens its U.S. Macro Trading platform with a fixed income industry veteran hire

George Goncalves joins the bank as Head of U.S. Macro Strategy

The Coury Firm Multi-Family Office Expands its Leadership Team to Fuel Growth

The Coury Firm names Sam Delestienne Managing Director of Business Advisory and Thomas Deutsch Managing Director of Private Wealth, paving the way for growth and scale of its multi-family office

People Moves