Managers of Wealth Americas

Cambridge Trust Welcomes William J. Fleming, CFP® to Wealth Management Team

Wealth management team expands to better support clients’ needs

Former State Street and BNY Mellon Executive, Joins Fundguard as President

Lehner to support global clients and product teams working to transform investment management and asset servicing industry through the use of AI and cloud-native platforms

Northern Trust Strengthens Foundation & Institutional Advisors West Region Team

Russak will work closely with organizations to collaboratively advise on the development of customized, cost-effective investment strategies designed to achieve their objectives.

The Stephens Group Hires Whit Kilgroe as General Counsel

“I am excited to join the Stephens Group,”

Meradia Appoints Christine (Tina) Madel, CFA, to Lead Wealth Practice

Industry expert to oversee Meradia’s portfolio of global wealth management clients

KKR appoints Evan Spiegel as new independent director

Mr. Spiegel is the Co-Founder and Chief Executive Officer of Snap Inc.

Scotiabank Names Phil Thomas as Chief Risk Officer

Mr. Thomas succeeds Daniel Moore who will be leaving the Bank at the end of the year

Citi hires Goldman banker to share leadership of global infrastructure

Leyenaar-Huntingford, who helped establish Goldman's infrastructure franchise in her time at the Wall Street bank

Thomas F. Wiese, former Executive Managing Director at Lombard, Joins Crown Global as President of Institutional Solutions

Tom is an industry leader and, most importantly, shares Crown's values for service and customized solutions to meet the special needs of U.S. and non-U.S. foundations, endowments, pension funds, family offices, and other large investors.

Broadway Technology adds two new hires to business development team

Broadway continues to invest in premier industry talent to propel its continued global growth and enhance its focus on client service.

Cantor Fitzgerald Asset Management appoints Head of Distributio

Eileen previously served as Head of Intermediary Relationships at Easterly Partners.

Stonehage Fleming bolsters North American team with appointment of Partner as Head of Family Office

Johan joined Stonehage Fleming in 2007

Rubenstein Partners Boosts Investment Firepower

Happel and Zuber Bring Over 50 Years of Experience to Philadelphia-Based Investment Firm and Developer of 25 Kent in Brooklyn

IG Wealth Management Appoints Chief Investment Strategist

Industry veteran to lead investment strategy for company's network of advisors

Debra Tyler Joins DM Wealth Management and the Insigneo Network

Most of her career, 32 years, was spent with SunTrust Bank in various capacities, with her last position as Senior Vice President and Managing Director of the Private Wealth Division in Miami.

Citizens Financial Group Names Sarah Lindstrom to Lead Business Banking

Lindstrom joined Citizens in 2017 and was most recently Head of Retail Network Transformation & Branch Operations.

Citizens Names Lisa Murray as Massachusetts President

“Massachusetts is a very important market for Citizens and I am looking forward to having Lisa play a greater role in our leadership team here,”

RSM Canada welcomes Dr. Tu Nguyen as new economist and ESG director

Tu obtained her PhD in Economics from Oregon State University

Kesia Sondrini Named Managing Director, Advisor Relationship Management for Capital Wealth Planning

Kesia hopes her transition from full-time mom of two to growing her career on her terms inspires other women to move forward with their goals.

Vestwell Names Lori Hardwick as Chairman and Mary Dent to the Board of Directors

The firm also added Mary Dent to the board of directors.

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