Managers of Wealth Americas

Wells Nabs $5.3-Mln Merrill Team in TN, RBC Hires New Jersey Duo

The group, who moved on Monday, according to BrokerCheck records, had overseen $680 million in client assets.

JPMorgan Chase names new head of consumer banking -memo

She replaces Thasunda Brown Duckett, a rising star at JPMorgan who left the largest U.S. bank in February to lead the retirement provider and financial services firm TIAA. (Editing by Jonathan Oatis)

Brown Advisory hires trio to lead new global sustainable fixed income team

Chris Diaz, Ryan Myerberg, and Colby Stilson will lead the development of new global sustainable fixed income solutions for Brown Advisory’s client base

Envestnet Adds Industry Veterans to its Executive & Leadership Teams

Firm Continues to Invest in Growth to Build Financial Wellness Ecosystem Creating Connected, Intelligent Financial Lives

Chase names new CEO of consumer banking

Roberts will pick up that mantle after spending the past 25 years at Chase, the last two of which were as most CEO of Business Banking.

Volery Capital Welcomes Two New Senior Advisors

Michael Arougheti, CEO and President of Ares Management, and Renée Beaumont, Former Partner at Generation Investment Management, to support the firm’s private equity impact investing.

HarbourVest Partners Appoints Managing Director

HoganBruen returns to HarbourVest after nearly three years at The Carlyle Group

RBC Recruits Merrill Lynch Team With $240M In Assets

Aaron Keith said that when the team was considering moving they did not want to choose between small-firm values and large-firm strength and stability.

BlackRock hires law firm to investigate systemic racism claims

The probe has been launched in response to an open letter published by two former employees last week.

Million-Dollar Merrill Up-and-Comer Shifts to Alex. Brown

The entire team oversaw $368 million in client assets in 2019, according to Forbes, which ranked Taylor #21 on its top “Next Gen Best-in-State” list that year.

Jin Hu Joins UBS as a Financial Advisor in New York City

Jin joins UBS with over 20 years’ of experience in the wealth management industry, most recently serving as a Senior Financial Advisor at Merrill Lynch Wealth Management.

RMB Capital Names Michele Francisco as Chief Client Officer, Seth Davis as Managing Director of Wealth Management

In her new role, she oversees client services for all of wealth management, family office services, and retirement plan solutions.

Marc Rowan Assumes Role of CEO of Apollo

Jay Clayton Named Non-Executive Chair of Board; Richard Emerson and Dr. Kerry Healey Appointed Independent Directors

State Street Strengthens Leadership Team with Appointment of Ann Fogarty

Fogarty will report to Liz Nolan, executive vice president and head of Global Delivery. She will also join State Street’s Management Committee.

Rockefeller Lands Merrill Team with $7.2-Mln Production in Cincinnati

“Teams like The Hambleton Fieler Group embody the Rockefeller mission and bring decades of combined experience to address the complex needs of wealthy individuals and families with a customized, holistic approach,” Parker said in a prepared st

Norton Rose Fulbright adds four LA litigators, including partners Turken and Calkins

Bringing in this outstanding team of litigators further strengthens our client offering in Los Angeles.

Rockefeller Capital Management Continues Growth of Private Wealth Business, Announces Inaugural Team in Ohio

The Hambleton Fieler Group joins as Rockefeller’s first private wealth team in Cincinnati.

Pitcairn Announces Key Promotion

Andrew Busser Named President, Family Office

Ex-Merrill Lynch Ohio Team With $750M AUM Joins UBS

The team will report to Jon Ramey, UBS Wealth Management USA head of the Ohio independent market, and Michael Gatewood, Chicago market head, UBS Private Wealth Management.

Wells Fargo Named Head of Digital for Commercial Banking and Corporate & Investment Banking

She to lead company’s digital capabilities, reimagine digital banking future for commercial and corporate clients

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