Managers of Wealth Americas

BNY Mellon Confirms new CEO

Prior to being named interim CEO in September

Merrill Lynch Cuts Advisor Teams a Break Amid Pandemic

The extension aims to “help our advisors focus on the needs of their clients during these unprecedented times,” the company said.

Veteran UBS Manager Meraz to Exit in L.A., Firm Hires Vegas Duo from Merrill

He previously served as Southwest regional manager overseeing 825 advisors in southern California, Hawaii, Arizona, New Mexico and Colorado, and for a time ran the Orange County complex.

Eventus Systems Establishes Presence in Europe with First Key Hire in London

Firm Continues Growth in EMEA with Trade Surveillance, Market Risk Tools Addressing European Market Rules, Regulations

Gibson Dunn Nabs Paul Hastings Private Equity Partner

Stefan is a strategic, commercially minded dealmaker who will add greater depth to our M&A and private equity teams.

Jessica Kung Joins Eaton Vance as Chief Human Resources Officer

Jessica brings to us a wealth of experience across a range of HR functions

Fiera Capital appoints new global president

Mr. Lemay has grown and evolved within our organization since 2012

Chenault Leaves Facebook Board After Disagreements With Zuckerberg

Board member disagreed with founder over governance and political policies

Regions Announces Fournier J. “Boots” Gale, III, will Move to Senior Advisory Role; Tara A. Plimpton named General Counsel

Prior to joining GE, Plimpton was the managing partner of a law firm and provided legal counsel to a variety of corporate clients in the manufacturing, agricultural, and tourism industries.

Brite Advisors appoints US chief executive

Hong Kong-based firm acquired the business from Devere in December 2018

Jack Ginter to Lead Abbot Downing

Industry veteran tapped to grow the firm’s ultra-high-net-worth boutique

Wells Fargo Names General Counsel

She will play a critical leadership role on our Operating Committee as we continue to work on our company’s top priority of meeting regulatory expectations.

Wealth Management Pundit Jumps Ship. It’s a Big Deal.

The move ends Kitces’ 17-year-plus tenure at Pinnacle Advisory Group, a wealth management firm based in Columbia, Md.

Arthur J. Gallagher appoints new director

He served in roles of increasing responsibility at Eli Lilly and Company

Meketa Investment Group Hires Sandra Ackermann-Schaufler as Principal

We pride ourselves on providing the highest level of services and support for our clients and believe Sandra will be a wonderful addition to the team.

First Derivatives appoints Global Chief Marketing Officer

First Derivatives, a global software and consulting company, has appointed Kathy Schneider as Chief Marketing Officer reporting directly to Seamus Keating, First Derivatives’ Chief Executive Officer.

Sarasin & Partners strengthens portfolio management team

He has been appointed co-manager of the Sarasin Responsible Global Equity fund and deputy manager for JSS Sustainable Equity - Global Thematic.

Reliance Global Group Names Senior Industry Executive as Chief Investment Officer & Head of U.S. Real Estate

Mr. Colter will be responsible for spearheading new acquisitions and dispositions

Progress Partners Hires Sanjay Puri as Managing Director

Former Media Executive and Financial Industry Veteran Joins Media & Tech-Focused Boutique Investment Bank

Exclusive: Paragon Global Markets Hires John Murray as Managing Director

PGM promote their products to a diverse global client base in the exchange traded derivatives, OTC, and FX markets.

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