Managers of Wealth Americas

Former J Safra Sarasin banker joins Neuberger Berman

After two-years with the private bank, the relationship manager is switching to the asset management industry.

Barclays appoints Rob Patterson as Head of Data & Information Platforms Coverage within Technology Investment Banking

With over 20 years of Investment Banking experience, Mr. Patterson brings to Barclays deep client relationships and extensive industry knowledge that will further strengthen the firm’s Technology Investment Banking franchise

Barclays appoints Abhishek Singhal as a Managing Director within Technology Investment Banking

Mr. Singhal brings to Barclays extensive industry knowledge and deep client relationships that will further strengthen the firm’s Technology Investment Banking franchise

Portland-Based Vista Capital Partners Names New CEO

The firm has 35 employees and works with nearly 600 clients, offering investment management and financial and legacy planning.

Noble Hires Áine Cronin as Vice President of Investor Relations

In her new role, she will help to enhance and implement best-in-class practices to engage with Noble's growing investor base and support the firm's expanding investment platform.

Richardson Wealth adds new team in Southwestern Ontario

Richardson Wealth adds a new team led by Ben Troiani

Bank of America names co-leaders for initiative linking investment bank, wealth units

The co-heads will be responsible for maximizing opportunities between the Global Corporate & Investment Banking, Merrill Wealth Management and Private Bank units

Arch Insurance promotes two to lead executive assurance

Munns started her career with Arch Insurance North America in 2015 before moving to London in 2021.

LPL Financial Welcomes The Bindra Group to Linsco Channel

They reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and join LPL from Truist Financial.

Flagstar Bank Expands Commercial and Private Banking Leadership Team with Key Executive Appointments

These new appointments reflect our commitment to delivering personalized experiences

Drew Kliber Joins Wilde Wealth Management Group

The new division of Wilde Wealth will deliver white glove service for high-net-worth clients

Top execs switch jobs at Northern Trust

In the newly-created role, Cherecwich will focus on ensuring operations and resiliency, effective risk management and controls, and scalable growth.

Barclays appoints Global Head of Retail within Investment Banking

Ms. Leonhardt has over 28 years of investment banking experience advising management teams

PwC US to lay off 1,800 employees

The cuts will primarily impact PwC’s advisory and products and technology operations, with half of the cuts affecting offshore roles.

Savvy Adds Financial Advisors Drew Martino and Daniel Moore to Continue Recruiting Push in 2024

Following completion of Savvy Wealth’s $26.5 million funding round, Savvy Advisors continues to onboard experienced, tech-forward advisors

Robertson Stephens Adds Industry Veteran Mike Barnes as Head of Operations

Ellevest veteran brings additional depth to the management team, with expertise in building scalable platforms to enable growth and capacity

Digital family office hires heads of wealth management, advisory operations

Strategic hires made as firm achieves significant AUM milestone.

J. Stern & Co. strengthens client team with trio of senior hires

J. Stern & Co. manages numerous high-performing strategies, with a long-term horizon and a focus on quality.

BrookBridge Private Wealth Joins LPL Private Wealth Management

The team reported having served approximately $700 million in advisory, brokerage and retirement plan assets* and joins LPL from Bank of America Private Bank.

Northern Trust Announces Leadership Changes

These changes represent our One Northern Trust strategy designed to optimize growth

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