Managers of Wealth Americas

Former Wirehouse Advisor Joins Commonwealth Affiliate Waypoint Financial

Fuller brings with him total account assets of more than $75 million.

Michael Carter Joins Truist Securities to Lead Investment Banking

He is highly respected in the finance community and a high-caliber professional well suited to leading our continuously expanding corporate and investment banking team

Pension & Wealth Management Advisors Adds Serpa as Managing Partner and Co-President

He has worked with both large multi-national clients and the private industry.

Richardson Wealth Announces New VP, Practice Growth & Execution to Support Ambitious Organic Growth Objectives

Christina has extensive experience working with advisors and an impressive track-record delivering bottom line results.

Wilmington Trust Hires Bobby Weil for Growing U.S. Loan Agency Business

With almost 20 years of experience in the financial services industry, Weil most recently served as a Senior Sales Executive at FIS Global.

Mike Branca Joins Regions Bank to Lead Total Rewards

Branca has spent his entire 31-year career in financial services

AMP announces appointment of AMP Capital CEO

Shawn has managed a joint venture holding of boutique asset management firms across North America, the UK, Europe and Asia,

Fortis Financial, Inc. and Fortis Private Bank Announce the Appointment of Brian Lilly to the Board of Directors

In this role, he provided strategic guidance during the historic geographic split of the organization, resulting in two multibillion-dollar publicly traded banks on the NYSE.

CI GAM names first head of investment management

Firm recruits accomplished professional with diverse international experience in asset management modernization push

Bank of America names senior bankers to lead new ESG group

The asset management community is also upping its focus in the area.

Fired by UBS, Top Park City Broker Lands at Former Colleagues’ RIA

The termination occurred April 19, although UBS filed the U5 notice with the Financial Industry Regulatory Authority on May 19, following a 30-day window that the regulator allows to give lawyers for the broker and firm time to negotiate the language.

Apollo to Expand Board of Directors, with David Simon and Four Additional Members from Athene to Join

David Simon to join Apollo’s Board This Month and Athene’s Jim Belardi, Mitra Hormozi, Marc Beilinson and Lynn Swann to Join Board of the Combined Company Upon Closing of Merger

Northern Trust Appoints Managing Director in New York

Tom Dempsey brings deep experience in the private equity space specifically within the financial services industry

Morgan Stanley appoints E*Trade leaders to top wealth division jobs

The moves make a unified leadership team, Andy Saperstein, head of the wealth business, wrote in the memo.

Surprise departure at TD triggers management shakeup

Big Six bank's head of private wealth and financial planning stepping down after 14 years

Hubbard joins Baird Wealth Management

Hubbard is participating in the 2021 class of Leadership Bowling Green, a program of the Bowling Green Area Chamber of Commerce.

Webster Bank appoints SVP, Middle Market Banking

Weaver earned his B.S. in Business Administration from the University of Tennessee and his MBA from Emory University Goizueta Business School.

Broadridge boosts board

He is a talented executive whose extensive experience and background in finance and technology will be an asset to the Broadridge Board of Directors.

Tassat appoints sales & business development MD

B2B payments are a $23 trillion market that has yet to benefit from meaningful digital transformation, which presents immense opportunity for banks.

Chubb Appoints Deputy CFO

He has more than 30 years of experience in insurance and public accounting.

People Moves