Managers of Wealth Americas

Minnesota Bank & Trust Hands Reins to Former Wells Fargo Exec

Stephen Bishop, who’s worked at Wells Fargo for nearly three decades, has been named president and CEO of Minnesota Bank & Trust.

Whistler Partners Adds New Hires, Opens San Francisco Office

Ms. Stubrin brings over two decades of legal recruiting and industry experience to Whistler.

Nomura Hires Senior Bankers within Americas Investment Banking

Nomura remains committed to strengthening our investment banking presence in the Americas while also expanding our product set to provide holistic solutions for our clients.

Joe Baratta to Join Blackstone’s Board of Directors

He has also served as a member of the firm’s Management Committee for the last eight years and sits on many of Blackstone’s investment committees.

Summit Partners Announces Global Promotions

Chris Bon has been promoted to Vice President.

Merrill promotes executives in private wealth unit — but loses one longtime manager

Among the management changes the firm made, Mollie Colavita was named head of private wealth services and will oversee family office services, wealth strategists and the firm’s Center for Family Wealth, according to a memo seen by On Wall Street.

Ropes & Gray adds two to Asset Management Practice

Hirst also guides clients in regulatory matters under the Advisers Act, the Securities Act of 1933, the Securities Exchange Act of 1934, the Commodity Exchange Act and FINRA rules, among others.

GCW Global Customised Wealth Announces Two New Partners

London-Based Wealth Management Firm Continues Expansion with Two Senior Management Hires

Emily Hard, Veteran of Brown Brothers Harriman, Joins Align Impact as Associate Director

Ms. Hard Brings More Than 10 Years Experience as a Wealth Advisor to High-net-worth Families, Foundations, and Private Companies

Merrill Shakes Up Managers in Private Wealth and New York City Complex

Colavita and Sullivan have worked at Merrill for their entire brokerage careers of 26 and 33 years, working their ways up from starting positions as an analyst and client associate, respectively

Citi Shuffles Top Investment Bankers in Power, Financials

The firm also tapped Jack Paris and Philip ten Bosch to take over as co-heads of global power investment banking.

Citizens Financial Group Announces Addition to 2020 Board of Directors Slate

Mark Casady will Not Stand for Re-election to Focus on Other Business Commitments

Decker Wealth Management Joins Focus Partner Firm

They will serve clients from both Quadrant's headquarters in Bethlehem, Pennsylvania and a newly established Quadrant location in Sarasota, Florida.

Sanctuary Wealth adds $250m Merrill breakaway in Houston

Former Senior Resident Director at Merrill Lynch moves his experienced team of planning and investment professionals for launch of independent wealth management firm.

B. Riley Wealth Management Expands Greater Philadelphia Presence

With MJB Wealth Management Group and the McCall Connelly Group in the Devon location, the firm expects to have significant assets represented in the greater Philadelphia area and plans to continue its rapid growth in the Mid-Atlantic region.

Mastercard Announces Leadership Transition

Mastercard has outstanding people, leading technology and tremendous potential.

White Wolf Capital Announces Promotions and a New Hire

Prior to joining White Wolf, Blake was a Vice President at RBC Capital Markets where he held both investment banking and leveraged finance positions.

Withers scales up in LA with three new senior hires

Importantly, they also complement our focus on key sectors such as tech, entertainment and fashion, and will be of great use to our clients in those areas.

LPL Financial Welcomes SCU Investment Services

They join from Cetera Financial Services.

Golden State Wealth Management hire two new managers

Golden State is composed of Golden State Wealth Management, Golden State Asset Management, and also Golden State Equity Partners.

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