Managers of Wealth Americas

Raymond James gains three advisors with $350M from Merrill Lynch

Raymond James has seen its recruiting efforts pay off, hiring three teams in May, and ten new advisors at the beginning of June.

M&T Bank Corporation Elects Calvin G. Butler, Jr. to Board of Directors

He will add to the voices and views in our boardroom and throughout our company as we continue to support inclusive and equitable opportunities in Baltimore and communities across our footprint.

Canaccord Genuity Expands International Investment Banking Capability to Latin America and Caribbean

Gene McBurney appointed Head of Investment Banking – LATAM and Caribbean

Gemini Hires Managing Director of Asia Pacific Region

Gemini continues global expansion and taps Leonteq CEO Jeremy Ng to oversee Gemini's strategic vision in APAC

Morgan Stanley Lands $3.3 Million J.P. Morgan Trio in California

A spokeswoman for J.P. Morgan Securities declined to comment.

Barclays Appoints Georgi Balinov as Head of Global Technology Payments Banking

In this role he was responsible for financial technology investment banking coverage across the payments, financial software and data sectors.

TFC Financial names VP-Client Advisor

Prior to joining TFC, Mr. Meehan was with BNY Mellon Wealth Management for almost 20 years

Revitalization Partners Expands Corporate and Board Advisory Practice

Commercial Real Estate Restructuring Expert Joins Firm

Prospera Financial Services Welcomes Level Wealth Management

Led by his desire to help people take the right steps in life, he took his training and pivoted over to helping people take the right steps towards their financial future.

Vida Capital to Expand Special Situations Activities

James Gereghty to be hired as Senior Managing Director and Head of Special Situations

Northern Trust Adds to Foundation & Institutional Advisors Practice in Northeast

Prior to joining Northern Trust, Collins served as a Senior Director at TIAA Endowment and Philanthropic Services.

Wedbush Securities adds wealth management veteran as MD

Wedbush Securities has appointed William (Bill) Brinckerhoff as Managing Director, Regional Executive.

Franklin Templeton Appoints Jed Plafker as EVP, Global Alliances and New Business Strategies

Plafker will also oversee the company’s ongoing strategic investments and acquisitions in the area of digital wealth.

Caroline Butler Joins BNY Mellon as Global Head of Custody

She will lead product strategy, embracing new realities and markets and modernizing custody platforms.

Truvvo Parters appoints Head of Client Relationships

Gregory most recently served as Principal and Senior Wealth Advissr at Bessemer Trust

Golden State Welcomes Wealth Manager

Brian has extensive insurance experience and is in tune with all aspects of protection from setting up legacy planning to coordinating long-term care, depending on clients’ needs.

Chief Investment Officer to Join FBL Financial Group

Whitehead is replacing Charles T. Happel, who is retiring this year.

Wedbush Securities Welcomes Wealth Management Veteran William Brinckerhoff as Managing Director, Regional Executive of the Firm's Central Region

Prior to joining Wedbush Securities, Bill served as a Senior Practice Management Consultant with Morgan Stanley, where he leveraged the firm's solid platform.

Wells Fargo Corporate and Investment Banking Names Jay Bryson Chief Economist

He and his team provide analysis on economic and financial developments in the U.S. and major foreign economies that can assist clients in their business decisions.

Lombard International's US CEO appointed Group Chief Operating Officer

He joined Lombard International in May 2016 as Chief Executive Officer in the US.

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