Managers of Wealth Americas

Kestra Adds $2.2B in Assets Through Recruiting in Q3

Of the 22 advisors who joined, eight came from Merrill, Morgan Stanley and Wells Fargo; two are women.

Florida-Based Seeman Holtz Private Client Group Adds Sgammato, Sisk

The expanded management team will enhance the coordination of the Private Client Group with the other technical insurance specialists across the Seeman Holtz Family of Companies to meet the ever-changing needs of our high net worth clientele.

Citigroup Names New Consumer Banking Head

Incoming CEO Jane Fraser is tapping one of her top lieutenants, Anand Selva, to replace her as head of consumer bank

Vontobel Asset Management strengthens its sub-advisory presence in North America

Craig holds a Bachelor of Arts in History from the College of Wooster in Ohio.

Commonwealth Plans Recruiting Shift After 'Rollercoaster Year'

Next year's focus is on adding breakaway advisors from Merrill Lynch, Morgan Stanley and UBS, according to Andrew Daniels.

Wells Fargo Names Kleber Santos as Head of Diverse Segments, Representation and Inclusion

Santos brings a unique mix of leadership and business experience to this new and expanded diversity Operating Committee role

Ben Welch joins LPL Financial as EVP, Trading

Welch joins LPL after a long career at TD Ameritrade, where he was most recently managing director, Institutional Trading and Technology Services.

Proskauer Promotes New Partners and Senior Counsel

10 new partners and two senior counsel

Corbin banker appointed to membership council at American Bankers Association

With a strong and growing membership, ABA works in tandem with bankers across the country and their respective state associations to create the best environment for banks to do business and serve their communities.

Scotiabank welcomes Calin Rovinescu to its Board of Directors

Mr. Rovinescu has been recognized by both the Financial Post magazine and the Globe and Mail's Report on Business magazine as Canada's Outstanding CEO of the Year on several occasions.

Bank of America equities chief Fab Gallo is leaving after nearly a decade at the firm

"It's been an honor to lead the division for the last nine years. We have built a world-class team to serve our clients and we are proud of our collective accomplishments," Gallo said in the memo.

Wells Fargo MD departs for JonesTrading equity trading lead role

Jon Jefferies joins JonesTrading as managing director of equity trading in New York after almost five years with Wells Fargo.

Former IRS Criminal Investigation Chief, Don Fort, Joins Kostelanetz & Fink

Fort Named Director of Investigations at Tax and White-Collar Boutique

Family office joins Pathstone as Executive Managing Director

Further Elevating Pathstone's Mission and Vision as The Modern Family Office

RBC recruits veteran UBS team with $475M in assets

Loupee, the team’s managing director, spent the first 32 years of his career at Merrill Lynch, while Graziani, senior vice president, joined the industry with Merrill in 1995, according to records.

Wedbush Securities Expands Investment Banking Group

Matthew DiFrisco Joins as Managing Director in the Consumer and Restaurant Sector

Fiduciary Trust International adds Portfolio Manager

Ms. Wirts was most recently an investment advisor at Hawthorn, PNC Family Wealth® in Philadelphia.

Citizens Announces Donald Felix as Leader for Consumer Bank National Expansion

Growth Strategy to Leverage Leading Digital Banking Capabilities as Adoption Accelerates

Silicon Valley Bank Expands to Vancouver and Hires Local Leader

Papadakos will be based in Vancouver and responsible for the development of new business relationships as well as management of the current client portfolio.

FlowStone Partners Hires Mark Phillip as Managing Director, Head of Business Development

FlowStone Partners has provides high-net-worth and family office investors access to private equity opportunities through secondary, primary, and co-investment strategies

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