Managers of Wealth Americas

J.P. Morgan Securities recruits $550M trio from Morgan Stanley

The recruits, who were previously with Morgan Stanley, joined the bank’s elite unit serving high-net-worth and ultrahigh-net-worth clients.

Cincinnati Financial Corporation Subsidiaries Announce Appointments and Promotions

Thomas J. Aaron, CPA, and Jill P. Meyer, Esq., directors of Cincinnati Financial Corporation, and Angela O. Delaney, senior vice president responsible for sales and marketing, were additionally appointed as directors of all property casualty subsidiaries.

Family Office Exchange Bolsters Family Business Expertise

She will also serve as the moderator for the Investment Network and as a member of the FOX leadership team.

Morgan Stanley, UBS Shuffle Managers on East and West Coasts

Morgan Stanley created another vacancy last week when it elevated Ben Firestein, a longtime complex manager in New York City, to head national recruiting.

Seiler Promotes Veteran Tax Advisor Laura Olson to Partner

Olson joined Seiler in 2012 as a Tax Senior Manager and has spent more than 20 years assisting corporations

Lincoln International promotes eight to Managing Director

The promotions of eight professionals – the most in firm history – reinforces Lincoln's dedication to developing talent, bolstering its global leadership ranks and deepening sector and service expertise.

Citi Appointed as Depositary Bank for I-Mab’s Sponsored ADR Program

“Citi is proud to be selected as depositary bank for I-Mab’s ADR program,” said Dirk Jones

Charles Émond is appointed President and Chief Executive Officer of Caisse de dépôt et placement du Québec

For over 25 years, Charles has acquired extensive international experience and a deep understanding of Québec's companies and business community.

People's United Bank names new wealth management head

Prior to that, he served as CEO of Chase Wealth Management, and before that, in similar senior leadership roles at U.S. Bank and Charles Schwab.

Former UBS and Deutsche Bank Execs Join Robertson Stephens Board

Wealth Manager Taps into Fintech and Strategic Growth Expertise of Carsten Kengeter and Raj Bhattacharyya

Discover appoints Chief Information Officer

Arooni, 55, currently is CIO for NN Group in the Netherlands

Piper Sandler Appoints Matt Sznewajs and John Tye as Co-Heads of Diversified Industrials and Services Investment Banking

These promotions reflect the firm’s commitment to invest in the next class of leaders and strategically grow our advisory business in key sectors.

Karen C. Fang Named GAMCO's Managing Director of Wealth Management

Ms. Fang has 25 years of experience in the wealth management business.

Swiss Re Corporate Solutions appoints head, casualty & FinPro, North America

He will be responsible for Swiss Re Corporate Solutions' Financial

Metlife Names Chief Auditor

Brown will have a direct and independent reporting relationship with the Audit Committee of the MetLife, Inc. Board of Directors

Broadridge Brings Together Wealth Business

Since joining Broadridge in 2006, Mr. Alexander has taken on roles of increasing responsibility in both technology platforms and managed services.

Morgan Stanley executive Rich Portogallo to retire: memo

Portogallo spent more than three decades at the Wall Street investment bank

HSBC PB’s global CIO quits to take CEO post at wealth group

His appointment coincides with wider succession moves

William Blair expands Private Wealth Management team

The team manages two actively managed investment mandates for investors seeking both financial and social returns: the Gender Parity Portfolio, a gender lens strategy, and the Diversity & Inclusion Portfolio, which analyzes 24 metrics related to diver

UniCredit shuffles top managers in Italy, names new Americas CIB head

The appointments are in line with the Group's ambition to further promote cooperation and synergies by rotating managers across different businesses and divisions.

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