Managers of Wealth Americas

Foundation Wealth Partners Announce Calgary Expansion

Rod Walsh and Mathew McDowell add extensive experience to the firm as Foundation Wealth continues its recent growth

BMO Asset Management Appoints Chief Investment Officer

He will start his new role on July 14, 2021 and report to Kristi Mitchem, Chief Executive Officer, BMO Global Asset Management.

BNY Mellon Wealth Management appoints Head of Philanthropic Solutions

She joined BNY Mellon Wealth Management more than 15 years ago as part of the Planned Giving group and also has experience in tax preparation and client relationship management.

iCapital Network appoints Chief Investment Strategist

Renowned global investment strategist provides expert insight on private market investing opportunities for advisors and their high-net-worth clients

Blackstone Announces Appointment of Adam Rosenberg, Gaming and Leisure Industry Veteran, as Senior Advisor

Their flexible capital solutions, operational expertise, and global presence make them a fantastic investment partner

Citigroup just tapped veteran MD Halé Behzadi as its new head of North America private banking

Halé Behzadi will step into the new role, according to an internal memo sent on Thursday by Ida Liu, global head of Citi’s Private Bank, which was reviewed by Insider.

Cresset Establishes Presence in L.A. Market

Cresset now manages more than $13 billion in client assets across 10 locations around the nation

The Archer Group joins Janney

Janney welcomes the nearly 50 years industry experience of The Archer Group.

Ault Global Holdings Names senior execs

Financial Expert Brings Over 20-Years’ of Investment Banking, Financial Restructuring and Principal Investment Experience

TD Bank Group Announces Changes to Senior Executive Team

Bob Dorrance to retire; will remain Chairman of TD Securities

Morgan Stanley boosts Miami team with LatAm advisor

Ramirez had spent less than eight months at Wells Fargo and has exited after the group announced earlier this year it was closing its offshore wealth management business.

$300M Ex-Merrill Lynch Team Joins Pallas Capital

Based in the Boston suburb of Braintree, Mass., Pallas Capital was created in 2019 by three financial services executives with considerable track records at wirehouse firms and other financial services companies.

$150m Julius Baer team in Uruguay moves to rival firm

The two had run a $150m in assets for clients based mostly in Argentina, according to sources familiar with the matter.

HSBC Revamps U.S. Investment Bank as Senior Executives Exit

Malas was the most recent joiner having worked for HSBC since 2010.

Blackstone Hires Global Head of Diversity, Equity and Inclusion

Glenn joins from Skadden, Arps, Slate, Meagher & Flom LLP where she was the Assistant Director of Diversity, Equity and Inclusion.

Regions boosts Board of Directors

Regions will increase to a 13-member board, which will, as of July 20, 2021, consist of 12 independent outside directors.

Lincoln Financial Group Names Chief People Officer

“Jen brings deep HR expertise to the role and a proven track record for delivering HR strategies that differentiate Lincoln in the marketplace as a destination employer,”

Aon poaches Guy Carpenter exec to drive reinsurance business growth

He began his reinsurance career at Benfield in 2006.

M&T Bank Named New Head of Corporate Communications

She will lead The enterprise-wide external communications in newly-created role

Julie Caperton Named Head of Wells Fargo Private Bank for Wells Fargo Wealth & Investment Management (WIM)

Caperton to add to current role as head of WIM’s Banking, Lending, & Trust Center of Excellence

People Moves