Managers of Wealth Americas

Broadridge appoints Djamila Cosme-Bayoud as premier account leader and senior country officer in Fra

Based in Paris, Djamila will lead the global relationships for Broadridge’s strategic accounts in France.

Family Office Networks Relaunches with Peter Apostol as CEO

A Peer-to-Peer Networking and Lifestyle Platform Designed for Family Offices

Perigon Wealth Management Enhances Leadership Team to Support Continued Growth

San Francisco-Based Firm Brings Aboard New CFO, and Adds Two New Management Positions to Enable Continued Strategic Expansion and M&A Activity

Andrew Smith Named Head of CRE Debt at Bayview Asset Management

Smith joined Bayview in July 2024

Northern Trust Announces Wealth Management Leadership Changes

Earlier in his career, De Vita served as President of Northern Trust's Pacific Northwest Region and Private Client Service Segment Leader.

State Street taps BNY exec as head of digital assets

Vanessa Fernandes, a 25-year financial services veteran, will report to Donna Milrod who has been overseeing digital asset solutions since Nadine Chakar, the unit’s head, left in January 2023.

BrightSphere Appoints Kelly Young as President and Chief Executive Officer, Announces Rebranding as Acadian Asset Management Inc.

Kelly Young to become CEO and Director

AXIS recruits ex-Markel exec to lead new North America E&S unit

Goldberg joins the company from AIG unit Lexington Insurance Company

The Wealth Consulting Group Welcomes Talley Léger as Chief Market Strategist

The Wealth Consulting Group Welcomes Talley Léger as Chief Market Strategist Institutional finance veteran and national media mainstay brings sharp market insights to $5.4B AUM/$8.2B AUA RIA

LPL hires T. Rowe vet to lead investment management solutions

Cheri Belski replaces Rob Pettman. She will oversee a host of new products being added to the firm's platform.

RBC Wealth Management adds new division head with an eye on growth opportunities in the western U.S.

The move to four divisions is a strategic decision to position the firm to take advantage of the tremendous growth opportunities, particularly in the western U.S.

Industry Leaders Advocate for EB-5 in Washington

This will be catastrophic for immigrant investors and the American communities that benefit from the impact of EB-5 investment projects.

Nicola Wealth Announces Key Executive Leadership Appointments

This change positions Nicola Wealth for long-term stability and consistency while positioning the firm for the next phase of growth under its next generation of leadership.

Jim Dickson's Elevation Point Hires Dynasty Exec as New COO

Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson's new firm to lead operations and service.

Karl Mattson named Endor Labs’ first chief information security officer

Before his switch to the software security sector, Mattson held several leadership roles in the financial services industry, most notably for PennyMac Financial Services and City National Bank.

LPL Financial Onboards $150 Million GreenPoint Wealth Management Team

They specialize in developing innovative strategies to help their clients meet their retirement planning objectives and use robust financial education to encourage their clients to better understand their financial portfolios.

Dynasty Financial Partners Positions Itself for Next Chapter of Growth

Hires Marc Hineman as Chief Operating Officer; Creates New Roles of Chief Growth Officer and Head of Core Services

Financial Services Institute Honors AE Wealth Management's Shawn Scholz with Prestigious Advocacy Award

We congratulate Shawn on this achievement and applaud his commitment to FSI's mission and the independent financial services industry

Gabriel Simkin Joins CV Advisors as Associate Portfolio Manager and Investment Committee Observer

New Appointment Builds on CV Advisors’ Strategic Initiatives to Provide Institutions and Ultra-High-Net-Worth Clients with a High-Touch Single-Family Office Service Platform at Scale

Northern Trust Asset Management Appoints Head of Global Institutional Client Group

Lyenda will lead the strategic direction and commercial success of NTAM’s institutional businesses in the Americas, Europe, and the Middle East (EMEA), and Asia-Pacific (APAC) regions.

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