Managers of Wealth Americas

Mark Carney Takes New Role At Brookfield Asset Management

Brookfield is an alternative asset manager with approximately $550 billion U.S. of assets under management.

UBS Hires $3.1 Million Merrill Duo in Colorado, Wells Attracts Merrill L.A. Broker

Kenneth Lombino, a former president of the Ferrari Club of America’s southwest region, was producing between $500,000 and $600,000 at Merrill, according to two sources.

Bell Bank Hires Five New Leaders in Phoenix

“Bell offers such a unique banking experience,”

Ed hires John Head to strengthen its cyber offering

Henry Warner, Ed’s divisional director for cyber, said Head’s experience in the wholesale cyber market and ability to provide bespoke solutions to clients of all sizes will benefit clients.

Former Pershing Exec Mark Tibergien Joins Pathstone’s Board

The former head of Pershing's custody business is back, this time serving as a board member for $20 billion family office Pathstone.

Guggenheim Hires Regional Vice President

Woods brings over 30 years of industry experience and will lead sales in New Jersey and the New York Metro area

PIMCO Names Gregory Hall as Head of U.S. Global Wealth Management

In his new role, Mr. Hall will lead PIMCO’s talented U.S. GWM team in providing wealth clients with a broad suite of strategies including core fixed income, income strategies, municipals, credit, and enhanced cash and longer-term illiquid strategies

UBS Private Wealth Management hires Washington DC-based financial adviser team

The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington DC PWM office

Walton joins First National Wealth Management

“I’m thrilled to be back home on MDI,” said Walton.

Wahed Invest Inc. Appoints Kashif Khan as SEO & Managing Director

He has a strong reputation for his expertise and business acumen in the global markets, including the U.S., Middle East and Asia.

UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team

The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington, D.C. PWM office, reporting to Branch Manager Brendan Graham.

BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management

A senior leader in financial services, Lynne has worked in banking client service, institutional securities operations and wealth management.

Markel promotes Julia Chu to chief risk officer

“She has played a key role in further developing and implementing Markel's ceded reinsurance strategy and has been instrumental in positioning our reinsurance placements and partnering with executive leadership to build and protect Markel'

Hamilton snares Aartie Manansingh to build its US M&A business

She has also served as assistant vice president in Ironshore Insurance Services’ M&A group, and as senior underwriter at Allied World Assurance Company.

Christoffer Abramson new CFO at Catella AB

Christoffer Abramson will take up the role of CFO at Catella on 15 October 2020.

Berdon Adds Two Seasoned Professionals to Enhance Its Personal Wealth and Family Office Services Practice

With more than 25 years of professional experience, Amy Joyce joins the firm as a Partner and specializes in advising high net worth individuals with tax mitigation and wealth preservation strategies.

Markel strengthens its audit and governance committees with board appointment

She also worked at the Central Intelligence Agency for five years.

Mark A. Chancy Elected to Wells Fargo’s Board of Directors

Chancy has more than 30 years of banking and financial services experience, including 18 years at SunTrust where he served in a broad range of leadership roles spanning consumer and commercial banking, investment banking, and financial management until re

Elastic Path appoints Jamus Driscoll as Chief Executive Officer

Former Moltin and Demandware executive brings track record of driving growth and innovation to industry leader in headless commerce

Paul Tanner to Lead Hylant’s Family Office Practice in Beverly Hills, CA.

Paul’s strategic approach aligns to the visionary approach for the organization to meet the customer at its needs

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