Managers of Wealth Americas

Citi Private Bank Miami vet joins Santander as senior LatAm advisor

The 20-year industry veteran is joining another former Citi Private Bank colleague at the Spanish group.

Sumitomo Mitsui DS AM names Alex Barry as head of distribution, UK and Ireland

In his last role he was head of UK wholesale at Franklin Templeton

UBS brings in co-head of important investment banking division in the USA

Feige will work for UBS in San Francisco starting in July.

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

He joins an existing UBS Private Wealth advisor team, MLM Partners

Kingswood U.S. Accelerates Expansion of Successful In-house Investment Banking Group with Appointment of Four New Members

David Braccia, Braden Ferrari, Jacob Wilson and Evan Wynn Bring Impressive Talents And Expertise to Growing Business

Northern Trust Asset Management Names CIO of Global Fixed Income

Christian Roth Brings 30+ Years of Experience in Fixed Income Investment Management

UBS Private Wealth Management hires William Wright and Matthew Hoffman in New York City

The team will be located in the firm’s 1285 Avenue of the Americas Private Wealth Management office and will report to Market Directors Thomas Conigatti and Neal Cooper.

Goldman Sachs' head of macro US credit and leveraged finance trading just resigned

He's the latest in a long line of partners to leave the firm in recent years.

55ip CEO Paul Gamble to Step Down in September

Chief Technology Officer Gautam Sachdev will take the reins as Gamble transitions into his new role as vice chair for J.P. Morgan Asset Management Solutions.

New stop loss executive at ClearPoint Health

Prior to that she was senior program manager - stop loss and reinsurance at Florida Blue

Hightower names THL partner Gurinder Ahluwalia as president

Ahluwalia has been THL's top representative at Hightower since 2018.

Former Citi Private Bank exec joins XP as private wealth boss

Crédit Agricole CIB Appoints Giliane Coeurderoy Senior Country Officer for Brazil

Brazil is a key market for many of our business lines active in Latin America

NEPC Hires Former PGIM Principal To Lead DC Solutions

She provided thought leadership to clients and supported the development of forward-thinking solutions designed to improve participant outcomes.

Gary Anderson named CEO at NAIC

We look forward to his leadership as we navigate the complexities of regulating the insurance sector and deliver on our mission to protect consumers.

JLL names new Chief Procurement Officer

Professional sourcing expert Michael Raphael to manage the procurement of goods and services on behalf of JLL and its clients

International tax group joins Charles Russell Speechlys

A global tax team moves to Singapore to work with Charles Russell Speechlys.

Welcome Rod Phillips as Vice Chairman – Canaccord Genuity Corp.

Most recently, he served in the Ontario Government as the Minister of Finance, Minister of the Environment, and Minister of Long-Term Care.

Nicolet National Bank Hires William Bohn to Lead Wealth Management and Private Client Services

Bohn has over 30 years of executive experience in banking and financial services.

Carlyle Names Lindsay LoBue as Chief Operating Officer

Chris Finn retires from Carlyle after 28 years of service

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