Managers of Wealth Americas

LPL Welcomes Legacy Premier Wealth Management

The advisors are longtime colleagues who teamed up to create a full-service wealth management firm

Ocorian continues to build US team to enhance service for fund managers

She started her career with Deloitte

Advyzon powers Indivisible Partners wealth platform

Indivisible Partners provides advisors with a curated set of “advanced” planning tools, open-architecture investment options.

Mark Werner, CFA Joins Laffer Tengler Investments as Portfolio Manager

Werner brings with him over two decades of investment experience at asset and wealth management firms.

Greenbrook Partners Promotes Matt Laurino to Director

In addition, he will share responsibility for Greenbrook’s capital raising and investor relations.

PIMCO Announces 2025 Managing Directors

The following officers have been promoted to Managing Director with these objectives in mind

Flagstar Bank appoints Mark Pittsey as head of private banking and wealth management to drive strategic growth

Seasoned Executive with Extensive Experience at HSBC, Deutsche Bank, and Wells Fargo to Lead and Drive Growth in Private Banking and Wealth Management

Josh Jenkins Announces Major Business Expansions, Strategic Partnerships, and Future Vision in Wealth Management

Jenkins, a distinguished financial advisor, is making bold moves to redefine wealth management.

OCC Reappoints Six Board Members, Names Robert Hocking as Special Advisor to the Chairman

In conjunction with OCC’s long term strategic and Board succession planning efforts, OCC also named Robert Hocking as Special Advisor

Dynasty Financial Partners Expands Investment Banking Business

Providing Deep Industry Knowledge, Market Leading M&A Advisory, and Debt and Equity Financing as Strategic Growth Advisors to Clients Across Wealth and Asset Manageme

Blue Owl Capital Hires Blake Shorthouse as Global Head of Family Capital

Former KKR executive brings 30 years of financial markets experience to Blue Owl

JP Morgan poaches Pictet PM in private banking push

JP Morgan’s EMEA fixed income credit strategy services ultra-high-net-worth clients

Michael Mandelos Joins Orion as Wealth Management Product Leader

Seasoned industry executive to focus on strategic product development for Orion’s Wealth Management business

CIBC names Culham to replace retiring CEO Dodig, who successfully diversified bank

He will be replaced by Harry Culham, CIBC’s capital markets head, who will become chief operating officer on April 1 ahead of his big promotion later in the year.

Banking Veteran Brent Houston to Lead Growth and Operations Strategy at ARDRI

In his role, Houston leads ARDRI’s operations with a strong emphasis on technology-driven strategies.

Future IM/Pact welcomes new wealth management partners

The support from Morgans Financial, Evans & Partners, Morgan Stanley and Canaccord Genuity will expand the reach of Future IM/Pact to women and other diverse talent working in the investment advice space.

Edward Troy Joins Whittier Trust as Senior Vice President

Bringing 13 Years of Wealth Management Expertise, Edward Troy Will Continue to Enhance the Firm's Legacy of Personalized Wealth Management

Karmel Capital Appoints Former JPMorgan Executive Director to Partner

Antolin brings a distinguished career of leadership and expertise, including his role as Global Investment Specialist, Executive Director at JPMorgan Private Bank

LPL Financial Welcomes Four Advisors to Carnegie Private Wealth

The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones.

Patricia Van Kirk joins Seventy2 Capital Wealth Management as Senior Vice President & Financial Advisor

She provides personalized planning-based services and investment advisory solutions for addressing the full life cycle of a family’s wealth management needs.

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