Managers of Wealth Americas

Banking SaaS Innovator Zafin Welcomes John Smith as Senior Vice President of Ecosystems

With extensive financial services experience, Smith will engage partners to ensure customer success

Evercore Wealth Management Promotes Three to Partner, Two to Managing Director

“Our three new Partners and two new Managing Directors have demonstrated their commitment to the values of our firm, through the excellence of their work, their integrity and their constant client focus.”

Canada Life Asset Management appoints new Asia fund manager

Prior to joining Polar Capital, Kemp spent five years at AXA Framlington as an Asia specialist, managing Asian equity portfolios for global emerging market funds and global balanced funds.

Peru & Partners, part of IQ-EQ, strengthens Valuation and CFO Secondment service lines with senior appointment

He brings to this newly created position more than 20 years of experience in corporate finance and in the financial management of private assets and entrepreneurship management companies.

Goldman Sachs co-head of asset management arm to retire

Lane has also served as co-head of Goldman’s consumer and investment management division among other leadership roles.

Virtus Investment Partners Announces Appointment of Board Member

"Howard brings significant investment experience as a portfolio manager at his firm for more than two decades as well as from his years of public service to school districts and the State of Michigan Tax Commission,"

Schechter Investment Advisors Adds Senior Advisor

Schoffman has held financial advisory roles with Retirement Planners of America

MUFG Bolsters Leveraged Finance Platform With Hiring of Trading and Syndicate Heads

Todd Bondy to run high-yield bond trading; Ryan Munro to take on syndicate and capital markets role for leveraged loans and high-yield bonds

Apollo Announces Impact Advisory Committee

Lisa Hall Chairs Committee of Industry Experts

Jane Fraser Is Hitting Refresh at Citigroup

The new CEO takes over Monday with two major goals: simplify the bank and make regulators happy

Round Table Wealth Management appoints new President

He brings over 30 years of experience and relationships in the financial services industry.

Raymond James Strengthens Commitment to Technology

He joins the firm as a Managing Director of Technology Investment Banking

Geneviève Piché Leads Banking Environmental, Social and Governance (ESG) Solutions in Corporate & Investment Banking

Appointment reflects surge in client demand for ESG products and services

William Blair Continues Investment Banking Expansion Adding SPAC M&A and Capital Markets Advisory Team

“SPACs are a key component of the continued convergence of the public and private capital markets and Bryan and Eric are a veteran team that share our focus of adding long-term value for clients.

Wealth Enhancement Group Announces Addition of Morningstar CEO Kunal Kapoor to its Board of Directors

Appointment of Globally Recognized Industry Leader Further Advances Wealth Enhancement Group's Strategy of Investing in Executive Talent and Technology to Drive Accelerated National Growth

Morris W. Applewhite appointed to Credit Suisse Holdings USA Board of Directors

Applewhite currently serves as Managing Director at Year Up, a nonprofit workforce development program that provides young adults with technical and professional skills training to move from minimum wage jobs to meaningful careers.

York Capital Bolsters Private Equity Team and Announces Promotions

Prior to joining York, Mr. Pearson spent over 13 years at Wellspring Capital Management

Credit Suisse Hires Campbell From BofA as a Managing Director

Campbell has been with Merrill Lynch since 2010, and been a managing director for equity synthetics and securities lending for two years, according to her LinkedIn profile.

Merrill Lifer and His $4.4-Mln Alabama Team Jump to Morgan Stanley

The team is now doing business as The Runkle Group and maintains a second office in Atlanta and an outpost in Destin, Florida, according to its Morgan Stanley website and registration records.

Altruist Hires TDAI Alum

Dorsey will bring deep ties to the RIA space as Altruist's new chief strategy and revenue officer, responsible for business growth and client support.

People Moves