Managers of Wealth Americas

Lincoln Financial Group Hires Industry Veteran to Drive Innovation for IT Infrastructure Program

Joseph Weider brings 25 years of experience to role as senior vice president of IT Infrastructure

Sandy Cove Advisors Re-Hires Kate Saltonstall, CFA as Chief Investment Officer

Kate comes to Sandy Cove Advisors with strong investment expertise spanning 26 years.

Doug Andre joins Keel Point as Family Office Counsel

He will be responsible for providing technical support to the firm's family wealth directors and family wealth administrators by collaborating with the team through Keel Point's family office practice.

U.S. fintech Tipalti opening Vancouver office with plans to hire 50 workers

The company is the latest among a growing number of American tech firms launching in B.C.

LPL Financial expands team

There’s no doubt that LPL technology is going to bring so much more to my client interactions.” Sheehy added that LPL’s self-clearing capabilities will reduce costs and save time.

Jeff Ubben gives up role as ValueAct chief

Founder loosens ties and partners exit in new reshuffle at activist hedge fund

Guardian Capital Broadens Global Distribution Reach with Senior Appointments

From its traditionally strong roots in Canada, Guardian has seen dramatic growth in solutions that meet the appetites of an expanding base of global consumers.

SEI Names Director of Investment Strategy in Canada

She was responsible for providing advisory and investment management services to institutional clients in Canada and U.S.

First Republic Adds Wealth Management Team in Florida

The addition of this successful group of wealth professionals further expands our capabilities in South Florida and will allow us to introduce more clients to First Republic’s unique brand of exceptional client service.

Northern Trust Appoints Southwest Florida Market Executive

Florida region, where she oversaw a team of investment, fiduciary and private banking professionals broadly serving the wealth management needs for high net worth families, individuals, entrepreneurs and charitable organizations.

Evercore appoints senior MD

Joe’s ability to find solutions to the most complicated M&A and capital markets challenges is unequalled, so adding Joe to the Evercore team demonstrates our deep commitment to delivering best-in-class investment banking services.

Global law firm promotes six to Counsel

These lawyers are relentlessly focused on our clients," says managing partner David Djaha.

Doug Logan Joins Pinnacle Holding Company, LLC

Legendary Sports Broadcaster and Community Service Leader Doug Logan Joins Pinnacle Holding Company, LLC as Chief Branding Officer

Merchant bolsters RIA reach with Matt Brinker hire

The move strengthens the New York-based holding company’s already formidable executive lineup and underscores the company’s bid to become a major player in the RIA M&A market.

Chubb Appoints New Chief Operating Officer, North America Accident and Health

In this capacity, Mr. Krishnan will be responsible for developing and implementing a range of strategies related to profitable growth for the business, including sales and distribution, claims and product development for the company's large account a

Sarasin Asset Management hires US specialist

The group offers tailored solutions for a variety of US clients including endowments, not-for-profits, institutions, domestic private clients, family offices and UK expats.

Strategic Wealth Partners Names New Principal

Tom Buhrmann Becomes the Firm’s Seventh Principal

Evercore Wealth Management announces senior appointment

Mr. Beck is based in New York and reports to Jay Springer

Fidelity Bank adds vice president working with high net-worth customers

He most recently was a regional retail manager for 19 months at Equity Bank, and for 14 years before that was a regional manager at Sunflower Bank.

Chief Information, Data and Digital Officer Joins Ally Financial

Muthukrishnan to Lead Technology, Data Analytics and Digital Transformation Teams

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