Managers of Wealth Americas

$435M Team Ditches Merrill for Sanctuary Wealth

The move comes as Merrill is closing its offices in the Ohio city where the team is based, Sanctuary says.

Franklin Templeton Launches Investment Institute and Announces Senior Leadership Appointments

Dover and Murphy will begin their new roles on February 1, 2021. Both will report to Johnson.

BNY Mellon Investment Management Announces Dawn Tutje as the New Head of Financial Institutions Group in North America

Dawn earned her BA at University of Texas, Austin. She has held past roles as Chair and Co-Chair of IRI Asset Managers Committee and served on both the IRI Asset Managers and IRI Membership Committees. She holds FINRA Series 7, 63, and 65 licenses.

Baker McKenzie Elects 19 New Partners in North America

Each has made significant contributions to our practices by demonstrating a deep understanding of our clients' needs and delivering exceptional legal service.

Financial Services Forum Announces New Board Leadership

The Financial Services Forum’s Board of Directors is comprised of the chief executive officers of the eight largest and most diversified financial institutions headquartered in the United States.

Round Table Wealth Management Appoints Marianne Rodriguez as Director, Wealth Advisor

Prior to joining RTWM, Marianne worked as a branch manager with a national brokerage firm, servicing the Southeast Florida Market.

Captrust Snaps Up $2.6 Billion Arizona Wealth Manager

Firm Launches New Service Offering: Tax Consulting

M&T Bank Names Voice Of Customer Director

This is part of M&T’s ongoing work to remain a customer-centric community bank.

Larry Miles Joins $6B RIA Freestone as CEO

Miles, a former principal at AdvicePeriod, plans to help the RIA expand services to clients and get employee-owned Freestone national name recognition to lure more advisors to its ranks.

FundCount Hires Director of Professional Services to Support Continued Growth

New role reinforces company's commitment to best-in-class service and implementation excellence

Withers' new partner promotions boost California, Singapore, Tokyo and London

These appointments reflect the equal importance of our three key geographical regions and how our clients around the world are seeking expert advice in the management of private capital, wealth succession and the skilled resolution of problems.

AXA XL Announces Three Promotions for US Risk Management Team

Each of these individuals has contributed to the success of our US Risk Management portfolio

Raymond James Canada Launches Sustainability Investment Banking Group

Their advisory services include mergers, acquisitions and divestures advice/execution, fairness opinions, valuations and proxy defense.

Morgan Stanley to name private wealth management boss as HR chief

Crawley, who has been with the U.S. bank for nearly three decades, will replace Jeff Brodsky, who will take over as the vice president of the company.

Hogan Lovells welcomes the New Year and 25 new partner and 60 new counsel promotions

The promotions reflect the breadth and depth of our diverse practices around the world

Leading Transfer Pricing Adviser Joins Baker McKenzie in New York

Baker McKenzie's Tax Practice is one of the most highly rated and recommended among law firms worldwide.

Markel hires lead talent, diversity, and inclusion initiatives

In this new role, Gandy will further shape the company's diversity, equity, and inclusion strategy for its global workforce.

Lincoln Financial Group Names Craig T. Beazer as Executive Vice President and General Counsel

He is also a strategic leader with strong business acumen whose experience leading complex legal, regulatory and business initiatives will bring great value to our legal team and Lincoln

Mayer Brown adds Greg Matlock as partner and global co-lead of Tax-Energy group in Houston

“Mayer Brown has an impeccable reputation in the legal community; however, what I find incredibly appealing and interesting is the opportunity to make an impact in growing Mayer Brown’s Houston tax and transactional practice, and differentiati

REIT lawyer David Freed joins Mayer Brown

He has years of experience working with issuers in various industries, with a particular focus on REITs, including equity, mortgage and net REITs.

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