Managers of Wealth Americas

BNY Mellon Wealth Management Named Top Senior Client Strategist in Boston

Chad joins BNY Mellon Wealth Management from Northern Trust where he was a Wealth Strategist in San Francisco

Manulife Investment Management creates new Head of Real Assets position

The appointment reflects Manulife Investment Management's growing private markets business, and the rising interest for real asset investment solutions.

Apollo Hires A Senior Partner

Newly Created Leadership Role Underscores Apollo’s Continued Commitment to Building Leading Capital Solutions Platform

LPL Financial and Gladstone Wealth Partners Welcome Women-Led Platinum Wealth Management of Buckhead

Based in Atlanta’s Buckhead community, managing partners Barbato and Woodward have worked together since 2001, officially merging their business 16 years ago.

GoldenTree Asset Management Names Head of Restructuring & Turnarounds, EMEA

Mr. Granger brings to GoldenTree nearly 25 years of restructuring and turnaround experience.

New Organizational Design for Wells Fargo’s Consumer & Small Business Banking

“Last fall we welcomed Sandra Nudelman and Amanda Wiltshire-Craine and this summer we welcome Hilani Kerr and Shaun McDougall, all from outside of Wells Fargo, to the CSBB leadership team,”

PIMCO Hires Brett Condron as Managing Director in U.S. Global Wealth Management Group

Condron will focus on broad range of growth initiatives including efforts to bring alternative investments to individual investors

KB Financial Companies, LLC announces new Managing Directors

Prior to joining KB Financial, Julie managed the outsourced family office needs of Goldman Sachs ultra-high net worth clients.

Citi managing director and head of resources Richard Saywell is on the move.

It is understood part of the reason for his departure is due to a change in strategic direction at Citi.

Evercore Wealth Management Appoints Alex Lyden-Horn Managing Director, Director of Delaware Trust Services at Evercore Trust Company, N.A.

Mr. Lyden-Horn is based at the Wilmington, Delaware offices of Evercore Trust Company and will work closely with colleagues at Evercore Wealth Management and Evercore Trust Company across the United States.

Growing legal finance firm lures another Big Law alum

Prior to joining Delta, Mr. Sablone served as a Partner at DLA Piper

Kingswood Capital Markets Expands Investment Banking Platform

Victor Halpert Appointed Managing Director and Head of Israel Investment Banking

Manulife Investment Management grows offshore investments distribution team

In this newly created position, Ivan will work closely with internal and external partners

Crestbridge appoints family office specialist as director

As well as being a member of the Society of Trust and Estate Practitioners, Clark is also a member of the Family Firm Institute

Advisor Group Successfully Recruits Father-Son Wealth Management Team With $150 Million In Total Client Assets

Financial Professionals Tor and Tyler Saile, Operating from Locations in Suburban Phoenix and Chicago, Join Triad Advisors and Triad Hybrid Solutions

Homrich Berg Announces Jamie Hennessy to Take Over as CFO

Hennessy joins the team ahead of CFO Tony Guinta’s transition at the end of May

Bacchus Capital Establishes North American Investment Banking Operations

Steven Latimer, former President of Jefferies Securities Inc. (Canada) and Head of Canadian Investment Banking, to join Bacchus Capital as Managing Director and Head of North America

Wells Fargo Wealth & Investment Management names Head of Advice Enablement

Varner to help develop the vision and execution for how advice is delivered across WIM

Gresham hires Marc Cavell to spearhead business development across North America

He joins an existing group of data, technology, and regulatory experts at the firm, supporting Gresham on its mission to bring digital integrity, agility, and confidence to financial markets.

BNY Mellon Markets Appoints Head of Financing and Liquidity

Ms. Majiyagbe joins BNY Mellon from Goldman Sachs, where she spent 14 years serving in a variety of positions, most recently as Global Head of Liquidity Projections in the firm's Corporate Treasury division.

People Moves