Managers of Wealth Americas

KB Financial Companies, LLC announces new Managing Directors

Prior to joining KB Financial, Julie managed the outsourced family office needs of Goldman Sachs ultra-high net worth clients.

Citi managing director and head of resources Richard Saywell is on the move.

It is understood part of the reason for his departure is due to a change in strategic direction at Citi.

Evercore Wealth Management Appoints Alex Lyden-Horn Managing Director, Director of Delaware Trust Services at Evercore Trust Company, N.A.

Mr. Lyden-Horn is based at the Wilmington, Delaware offices of Evercore Trust Company and will work closely with colleagues at Evercore Wealth Management and Evercore Trust Company across the United States.

Growing legal finance firm lures another Big Law alum

Prior to joining Delta, Mr. Sablone served as a Partner at DLA Piper

Kingswood Capital Markets Expands Investment Banking Platform

Victor Halpert Appointed Managing Director and Head of Israel Investment Banking

Manulife Investment Management grows offshore investments distribution team

In this newly created position, Ivan will work closely with internal and external partners

Crestbridge appoints family office specialist as director

As well as being a member of the Society of Trust and Estate Practitioners, Clark is also a member of the Family Firm Institute

Advisor Group Successfully Recruits Father-Son Wealth Management Team With $150 Million In Total Client Assets

Financial Professionals Tor and Tyler Saile, Operating from Locations in Suburban Phoenix and Chicago, Join Triad Advisors and Triad Hybrid Solutions

Homrich Berg Announces Jamie Hennessy to Take Over as CFO

Hennessy joins the team ahead of CFO Tony Guinta’s transition at the end of May

Bacchus Capital Establishes North American Investment Banking Operations

Steven Latimer, former President of Jefferies Securities Inc. (Canada) and Head of Canadian Investment Banking, to join Bacchus Capital as Managing Director and Head of North America

Wells Fargo Wealth & Investment Management names Head of Advice Enablement

Varner to help develop the vision and execution for how advice is delivered across WIM

Gresham hires Marc Cavell to spearhead business development across North America

He joins an existing group of data, technology, and regulatory experts at the firm, supporting Gresham on its mission to bring digital integrity, agility, and confidence to financial markets.

BNY Mellon Markets Appoints Head of Financing and Liquidity

Ms. Majiyagbe joins BNY Mellon from Goldman Sachs, where she spent 14 years serving in a variety of positions, most recently as Global Head of Liquidity Projections in the firm's Corporate Treasury division.

Brothers Managing $460M Exit Wells Fargo For RBC In Massachusetts

hey are joined by Elyse Slotnick, a senior client associate who has more than 25 years of experience in the industry.

Neuravest Research names JP Gravitt head, data and strategy

JP Gravitt is a Wall Street veteran with a unique mix of fundamental stock analysis experience paired with an expertise in the utilization of alternative and other types of data.

BNY Mellon Wealth Management Named Senior Client Strategist in Tampa, Fla.

Bryce is based in Tampa and reports to the Market President, Sean Maguire.

Informa Connect Hires New Wealth Management Leadership Role

Key executive addition will focus on expansion of media and events, including WealthManagement.com, Inside ETFs and Inside WealthStack, and strategic industry expansion

Accelerated Wealth Advisors welcomes Susan Auer

She is a Colorado Springs native and holds a bachelor’s degree from Colorado University.

Global Wealth Advisors Expands Nationally with Pittsburgh Office

Addition positions advisor group for continued growth

Ocorian expands capital markets offering in the Americas

The team will be further strengthened with the addition of two further client service professionals at Vice President level to accelerate and support growth in this sector.

People Moves