Managers of Wealth Americas

LPL Financial Welcomes Summit Wealth Advisors

Donley and Richey are managing partners of Summit Wealth Advisors, based in Pittsburgh, Pa.

Tibergien Joins Board of $20B RIA

After taking the summer off, the popular industry figure and former head of Pershing's RIA custody business is back.

Stifel Hires Young Merrill Trio in Texas Producing $3 Million

Stifel, which in February opened a southern Texas office with two career-Merrill advisors, has sourced 23 advisors in the Lone Star State from the wirehouse in the past two years, according to Robert Johnson, firm’s southwest region director.

BNY Mellon Wealth Management Names W. Charles Cook as Senior Wealth Manager in Boston, MA

From 2013 to 2018, he served as Senior Investment Strategist for The Boston Company Asset Management large cap equity team, covering core, value, and dividend strategies.

BNY Mellon Taps Nakia Maddox-Eubanks As Senior Wealth Manager

Previously, she was senior vice president, relationship manager for CIBC Private Wealth Management and assistant portfolio manager with the Sustainability Group of Loring Wolcott & Coolidge.

Grant Thornton designates 66 individuals as partners, principals and managing directors

Thirty new partners and principals admitted, 36 promoted to managing director

Veris Wealth Partners appoints two new partners

The goal of helping individuals, families, and private foundations manage and grow their wealth in a way that aligns with their values.

Kelly Tramontano Joins Sanctuary Wealth as Chief Operating Officer

Latest executive team member brings more than 20 years' management experience in regional independent space

Oppenheimer Names Senior Managing Director

Promotion of Barness Reflects Key Role in Aligning Relationships, Services, Products and Research to Reinforce Oppenheimer's Leadership in Equities

Investment Chief Quits $4B Memorial Hermann Health Fund

Before leaving, Chris Halaska advised against recruiting an outsider to replace him.

Mark Carney Takes New Role At Brookfield Asset Management

Brookfield is an alternative asset manager with approximately $550 billion U.S. of assets under management.

UBS Hires $3.1 Million Merrill Duo in Colorado, Wells Attracts Merrill L.A. Broker

Kenneth Lombino, a former president of the Ferrari Club of America’s southwest region, was producing between $500,000 and $600,000 at Merrill, according to two sources.

Bell Bank Hires Five New Leaders in Phoenix

“Bell offers such a unique banking experience,”

Ed hires John Head to strengthen its cyber offering

Henry Warner, Ed’s divisional director for cyber, said Head’s experience in the wholesale cyber market and ability to provide bespoke solutions to clients of all sizes will benefit clients.

Former Pershing Exec Mark Tibergien Joins Pathstone’s Board

The former head of Pershing's custody business is back, this time serving as a board member for $20 billion family office Pathstone.

Guggenheim Hires Regional Vice President

Woods brings over 30 years of industry experience and will lead sales in New Jersey and the New York Metro area

PIMCO Names Gregory Hall as Head of U.S. Global Wealth Management

In his new role, Mr. Hall will lead PIMCO’s talented U.S. GWM team in providing wealth clients with a broad suite of strategies including core fixed income, income strategies, municipals, credit, and enhanced cash and longer-term illiquid strategies

UBS Private Wealth Management hires Washington DC-based financial adviser team

The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington DC PWM office

Walton joins First National Wealth Management

“I’m thrilled to be back home on MDI,” said Walton.

Wahed Invest Inc. Appoints Kashif Khan as SEO & Managing Director

He has a strong reputation for his expertise and business acumen in the global markets, including the U.S., Middle East and Asia.

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