Managers of Wealth Americas

Morgan Stanley Investment Management appoints new emerging markets equity head — memo

Sharma joined Morgan Stanley Investment Management in 1996 and also served as its chief global strategist.

Kasisto Names Lindsay Soergel as its First Chief Customer Experience Officer

As financial organizations of all sizes rapidly accelerate their adoption of digital assistants, the customer experience has become the centerpiece of the digital strategy across the banking industry.

John M. Peters, CFA, Joins Dowling & Yahnke Wealth Advisors as Lead Advisor

"John brings a wealth of investment and planning experience focused on serving high-net-worth clients. We couldn't be more excited for him to join our team,"

IQ-EQ appoints new Group Chief Operating Officer to lead next phase of business growth

Joanna will lead IQ-EQ’s global operations across all 24 jurisdictions

Rockefeller Capital Management Continues Growth of Private Wealth Business With Addition of the Atlantic Group

Dual-headquartered team brings RCM services to Palm Beach and Bethesda

SASB Founder to Lead Blackstone's ESG Efforts

Dr. Rogers will oversee Blackstone’s corporate ESG team, leading strategy, integration, reporting and engagement.

BBH boosts private banking team

Is BBH's first full-time employee in the Houston market

CFA Institute Names Chief Financial Officer

Brings more than 20 years of experience to the CFO role

Crestbridge appoints new business development director for the US

Crestbridge plans to boost US business by increasing executive presence within the region.

Cambridge Bancorp Announces Expansion of Wealth Management Team

Cambridge Trust welcomes five new employees to further enhance client services

IQ-EQ hires Group Chief Information Officer as part of long-term technology push

She has previously held a number of senior technology leadership roles with insurance firms including Bupa, management consulting firms including McKinsey and Andersen and Fortune 100 banks.

SVB Financial Group Appoints Elizabeth Burr to its Board of Directors

SVB helps address the unique needs of entrepreneurs, innovative companies and their investors in the technology and life science sectors.

LPL Financial and Gladstone Wealth Partners Welcome Financial Advisor

For more than 24 years, Howell has helped high-net-worth families, executives and small businesses plan, grow and protect their financial lives by providing personalized advice tailored to each client’s needs.

Letitia Berbaum Welcomed into Forbes Business Council

Letitia Berbaum, COO and Wealth Advisor at The Zandbergen Group, embraces role with Forbes Business Council

Lincoln Financial Network Announces New Head of Marketing

Jerry Lezynski brings more than 30 years of experience in elevating marketing strategies to support financial professionals and their practice needs

StepStone Group Announces Leadership Transition

Scott Hart to become sole Chief Executive Officer, Monte Brem to be named Executive Chairman

Miles Edwards Joins Sanctuary Wealth as Chief Compliance Officer

Industry veteran with 30 years' experience will also serve as General Counsel

ESG Senior Adviser Joins Debevoise

Mr. Smith received his B.A. from the University of Illinois in 1997 and his J.D. from Cornell Law School in 2007.

Regions Bank Adds 21-Year Finance Veteran to Income Property Finance Leadership

Todd Jarman to lead Regions’ newly structured East Region group covering Southern, Mid-Atlantic and Midwest markets.

Wells Fargo Named Head of Supplier Diversity

Wallace joined Wells Fargo last month and will report to Barb Kubicki-Hicks

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