Managers of Wealth Americas

RBC Hires Merrill Team in Jersey Managing $472 Million

The new RBC branch in Chester, part of the firm’s North Jersey complex that is overseen by Steve Ornstein, includes three client associates who also moved from Merrill.

Chubb Appoints Chief Accounting Officer

She has been a key member of our finance team for many years and we're delighted to appoint her to this important leadership role.

JPMorgan Chase names Tracy-Ann Lim as chief media officer

Lim originally joined JPMorgan Chase from the agency side, having built a resume at companies such as MediaVest (now Starcom), Initiative and Carat.

Docupace secures growth equity investment and names new CEO

Docupace also announced the appointment of David Knoch, former president of 1st Global, to the role of chief executive officer, effective immediately.

Steven D. Black Elected to Wells Fargo Board of Directors

We are fortunate to be able to add Steve to the board

Wells Fargo Names New Head of Operations

We will all benefit from having Lester’s deep experience and talent in this critical role.

Skyway Capital Markets adds to Senior Leadership Team

His success with capital transactions speak for themselves and I’m confident our Technology practice will thrive under his leadership.

Brit adds Tracy Wade as VP of BGSU unit

Prior to this, she held senior marketing positions at Old Mutual and Fidelity Bank.

13 more partners leave Boies Schiller; what BigLaw firm are they joining?

More than 30 of Boies Schiller’s 150 partners have left since the beginning of the year, according to Law.com.

Citizens Financial Group Names Head of Investor Relations

She began her career with KPMG in Australia before joining JPMorgan Chase

George Bilicic Rejoins Lazard

He rejoins Lazard from Sempra Energy, where he most recently served as President and Chief Legal Officer.

LPL exec moves to Advisor Group

Seasoned Recruiting Executive Joins Triad Advisors Management Team with Over 25 Years of Wealth Management Industry Experience and Robust Recruiting Track Record

New appointment as SANNE continues to grow in North America

Her new role she will be concentrating efforts on building new relationships with fund managers who have investment strategies spanning Private Equity, Real Assets, Infrastructure, Private Credit and Hedge.

Bartling Joins Fiduciary Trust as VP and Investment Officer

She earned her bachelor’s degree and MBA from Northeastern University.

SS&C Appoints Nicholle Taylor to Lead Retirement Plan Administration

SS&C Retirement Solutions supports organizations that represent more than 8 million participants

Mirabaud strengthens wealth management business in Uruguay

These two hires demonstrate that just one year after Mirabaud’s arrival in Uruguay

JPMorgan Hires Merrill Chief's Brother to Head Wealth Mgmt Unit

JPMorgan has been overhauling its wealth management unit since combining its Chase bank network of financial advisors with its U.S. wealth management business for high-net-worth clients at the end of last year, FundFire writes.

HSBC Private Banking appoints UHNW head for EMEA and US

She oversaw the EMEA family office business and the Corporate Finance Advisory business for Wealth Management.

CHF 722m LatAm advisor exits Julius Baer

Riege was later made a managing director and senior advisor for the Swiss private bank.

Coronavirus crisis exposes cracks in investment management

Measures adopted to regulate banking industry after 2008 financial crisis may have just shifted risks

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