Managers of Wealth Americas

Talent fight erupts as Wells Fargo exits its foreign wealth business

Wells Fargo said it’s “focused on meeting our regulatory requirements, managing risk and simplifying operations across the company.”

Swiss Bank Raids Credit Suisse for Latin America

The new hires besides Martinelli are Emilio Fiordaliso, Tania Weber ,and Gisella Vattilana.

Patricia Loepker Named Head of Managed Solutions & Investment Implementation

He will oversee the firm’s specialized portfolio management and investment implementation and consulting efforts.

Brian T. Cain Joins Raymond James As Managing Director, Complex Manager

In his new role, Cain will oversee three existing RJA complexes across Long Island, N.Y., and Northern New Jersey.

Lugano PB hires Latin America team from Credit Suisse

Based in Lugano, the team will focus on the Latin American market.

Green Dot Appoints Chief Technology Officer

Tomso brings more than 20 years of global technology and operations leadership experience in financial services to Green Dot

Stephanie Cohn Rupp Appointed CEO of Veris Wealth Partners

Cohn Rupp brings to the role of CEO of Veris over 20 years of impact investing experience in the US, Europe and Frontier Markets

U.S. Bancorp hires wealth management executive from JPMorgan Chase

“He has a passion for developing talent as well as building teams and sustainably high-performing businesses.”

Wire Wars: Morgan Stanley Hires $500 Million-Asset Merrill Team in NJ

He began his brokerage career in late 1993 at Merrill

Redhawk Wealth Advisors Recruits $150M Merrill Lynch Team

Redhawk Wealth Advisors, Inc., a national full-service registered investment advisor, is pleased to announce an advisor team from Merrill Lynch, that manages $150 million in assets under management, has joined the firm.

Amazon – bye bye Bezos, long live the cloud

Jeff Bezos has chosen to end his remarkable tenure as CEO on an unquestionable high.

Chilton Trust Hires Thomas Walsh As Senior Vice President

He began his career as a portfolio analyst with Wood Asset Management, a Sarasota-based RIA.

Robertson Stephens Further Expands Southwestern Presence

Wealth manager Christopher Knapp joins to establish Houston office

Spearhead welcomes Alyson Kest as Chief Compliance Officer and Deputy General Counsel

Ms. Kest has 15+ years of legal and compliance experience within the financial services industry.

Advisor Group Launches New Advisor Engagement Team, Spearheaded By Wealth Management Industry Leader Erinn Ford

Team to Partner with Financial Professionals to Develop Programs That Drive Growth and Enhance Service Experience While Fostering Deeper Sense of Community

BNY Mellon Wealth Management Adds Senior Client Strategist in Newport Beach, CA

Kevin joins BNY Mellon Wealth Management from Bessemer Trust

Endurance Advisory Partners Welcomes Managing Director for Commercial Real Estate Advisory

Prior to joining Endurance, Everbach served for half a decade as President, Central Region | USA of Colliers International Group Inc.

Cincinnati Financial Corporation Subsidiaries Announce Appointments and Promotions

Cincinnati Financial Corporation has announced that on January 29, 2021, boards of its subsidiary companies held their regular meetings and appointed directors, officers and counsel

Dixon Hayes Joins Simon Quick Advisors as Managing Director, Client Advisor

Dixon brings with him 16 years of experience in asset management, family office services, and private banking.

Mercer Canada appoints Geoffrey Melbourne, Neil Lloyd to wealth group leadership roles

Melbourne has worked with large, complex organizations in both the private and public sectors, advising on pension plan strategies, including financial and risk management, design, plan governance and administration.

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