Managers of Wealth Americas

Rockefeller Capital Management Continues Growth of Private Wealth Business, Announces Inaugural Team in Ohio

The Hambleton Fieler Group joins as Rockefeller’s first private wealth team in Cincinnati.

Pitcairn Announces Key Promotion

Andrew Busser Named President, Family Office

Ex-Merrill Lynch Ohio Team With $750M AUM Joins UBS

The team will report to Jon Ramey, UBS Wealth Management USA head of the Ohio independent market, and Michael Gatewood, Chicago market head, UBS Private Wealth Management.

Wells Fargo Named Head of Digital for Commercial Banking and Corporate & Investment Banking

She to lead company’s digital capabilities, reimagine digital banking future for commercial and corporate clients

Hogan Lovells boosts sports practice with key corporate hire

His experience spans from government affairs, risk management, strategic communications, crisis management, stadium and facility development and sponsorships.

Lombard Odier Investment Managers bolsters 1798 Alternatives with appointment of Raj Davé

Raj brings over 20 years of experience investing in high yield, distressed and event-driven markets.

Wealth Management Team Joins First Republic

The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

OBITX Announces Eric Jaffe as Chief Executive Officer

Mr. Jaffe will focus on OBITX’s worldwide expansion of services and operations, along with the development and implementation of OBITX Venture’s merger and acquisition concept.

Blackstone Hires Chief Investment Officer of Blackstone Alternative Asset Management’s (BAAM) new Horizon Platform

Will also play a key role supporting BAAM’s existing investment teams and pursuing strategic initiatives

LPL Financial Welcomes The Monteverde Group

They join LPL from Royal Alliance, part of the Advisor Group network of broker-dealers.

Raymond James names head of Investment Strategy

New hire set to elevate service offering with over 10 years' experience across independent and bank-owned dealers

$1.1 billion Financial Advisor team joins UBS in Houston, Texas

Together, they represent a high-quality team focused on creating the best possible client experience and outcome for the families they serve.

Lincoln Financial Group Appoints Lincoln Financial Distributors

He will be a member of Lincoln’s Senior Management Committee

KKR Bolsters Global Private Equity Business

He will support the Firm in identifying global investment opportunities in the industrial, consumer and automotive sectors,

Raymond James Names Nadeem Kassam Head of Investment Strategy in Canada

Mr. Kassam has over 10 years of experience working in progressively more senior roles at both independent firms and bank-owned dealers.

Boston Private Loses Two Advisors

Jeffrey Kaufman and John Tassone leave two months after SVB Financial agreed to buy Boston Private for $900 million.

SS&C Appoints Gautam Moorjani as Head of its New Intelligent Automation Solutions Group

The newly formed group will focus on helping clients with their digital transformation journeys using technologies such as workflow management, machine learning, natural language processing, and robotic process automation.

Hamilton Capital Adds Francis Chu And Pete Klingelhofer As Managing Directors

He is a CFA charterholder and certified public accountant (inactive) in New York State.

Progressive Insurance Announces Retirement Of CMO, Jeff Charney

Expected Retirement Date is January of 2022

Golden State Welcomes Wealth Manager, Lee Jones of Tangent Retirement with Offices in both Northern and Southern CA

Lee comes to Golden State with a wealth of industry experience

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