Managers of Wealth Americas

BNP Paribas Securities Services restructures European leadership

The moves come in response to the French bank appointing a new head of its US investment banking business.

MUFG Investor Services names head of global securities lending solutions

Tim Smollen Appointed as Global Head of Global Securities Lending Solutions

Blackstone Hires Former Global Atlantic Co-President and CIO Gilles Dellaert to Lead Blackstone Insurance Solutions

Blackstone Insurance Solutions was formed in 2018

Coquest Advisors Announces the Appointment of Ryan Hart as Chief Investment Officer

As CIO, Mr. Hart will guide the firm’s investment philosophy, research and portfolio management processes

Hilltop Securities Names John Muschalek Wealth Management Head

Based in Dallas, Hilltop Securities manages $1.1 billion for approximately 3,800 accounts, according to its latest Form ADV.

AMX appoints new Head of Product to expand service offering

Brian Odendaal, Chief Operating Officer of AMX, says: "Kerrie is a self-driven and creative thinker, with a track record of designing innovative client-centric solutions and managing large-scale initiatives."

Levine Leichtman Capital Partners Promotions Bolster Partnership and Executive Committee

Andrew Schwartz Promoted to Partner; David Wolmer and Schwartz added to Executive Committee

Private Wealth Names Rick Suarez CEO

Suarez, 49, holds an MBA in Finance from Pace University’s Lubin School of Business, and is a Certified Financial Planner.

Goldman Sachs info officers, wealth head named to top committee

Argenti, 52, is a first-year partner who joined the bank in September from Amazon AMZN.O Web Services, where he was vice president of technology in charge of Amazon.com Inc's cloud product services.

BBVA Wealth Solutions names Chief Investment Officer

Unda has been with BBVA since 1990

Kramer Levin Welcomes Real Estate Partner in New York

“Nathalia is a world-class lawyer who adds depth to our nationally regarded and growing real estate practice”

HilltopSecurities appoints Wealth Management head

He joined HilltopSecurities’ legacy firm, First Southwest Company, in 1992, where he served as chief financial officer, financial and operations principal, and head of correspondent clearing and securities lending, among other roles.

Bernstein Appoints New Senior Leadership in Private Wealth Management Division

Kathleen Fisher to Retire as Head of Wealth and Investment Strategies at Bernstein Private Wealth Management

Barings Names Patrick Hoefling as Chief Financial Officer

Patrick will be responsible for Barings' financial strategy, performance and reporting.

BNY Mellon Wealth Management Names Raymond J. Janvier as Senior Client Strategist in Washington, D.C.

Prior to joining BNY Mellon Wealth Management, he served as a Private Client Advisor and Senior Vice President at Bank of America Private Bank, where he was responsible for the acquisition of new clients

UBS Hires Schwab “Private Client” Broker in Indiana

While the firm’s executives say they target million-dollar-and-above producers, several U.S. brokers said a significant number of their colleagues are in the $700,000-$1 million range.

BNY Mellon Wealth Management Names Kent C. Moegerle as Regional Head of Client Strategy in Atlanta, GA

Prior to joining BNY Mellon Wealth Management, Kent served as a Private Wealth Management Division Executive at SunTrust, where he was responsible for driving revenue growth and development of key corporate and market initiatives.

Global law firm boosts Tax group in Montréal

Marc regularly shares his exceptional insights with the broader tax and legal communities

Homrich Berg Names Veteran Wealth Management Leader As President

Prior to that role, Thomas was the Chief Executive Officer of GenSpring Family Offices, SunTrust's multi-family office subsidiary, which provides independent advice to ultra-high net worth families.

Citigroup Names New Retail Banking Leader

David will be responsible for continuing to transform and grow these businesses while delivering best-in-class customer experiences.

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