Managers of Wealth Americas

Former UBS and Deutsche Bank Execs Join Robertson Stephens Board

Wealth Manager Taps into Fintech and Strategic Growth Expertise of Carsten Kengeter and Raj Bhattacharyya

Discover appoints Chief Information Officer

Arooni, 55, currently is CIO for NN Group in the Netherlands

Piper Sandler Appoints Matt Sznewajs and John Tye as Co-Heads of Diversified Industrials and Services Investment Banking

These promotions reflect the firm’s commitment to invest in the next class of leaders and strategically grow our advisory business in key sectors.

Karen C. Fang Named GAMCO's Managing Director of Wealth Management

Ms. Fang has 25 years of experience in the wealth management business.

Swiss Re Corporate Solutions appoints head, casualty & FinPro, North America

He will be responsible for Swiss Re Corporate Solutions' Financial

Metlife Names Chief Auditor

Brown will have a direct and independent reporting relationship with the Audit Committee of the MetLife, Inc. Board of Directors

Broadridge Brings Together Wealth Business

Since joining Broadridge in 2006, Mr. Alexander has taken on roles of increasing responsibility in both technology platforms and managed services.

Morgan Stanley executive Rich Portogallo to retire: memo

Portogallo spent more than three decades at the Wall Street investment bank

HSBC PB’s global CIO quits to take CEO post at wealth group

His appointment coincides with wider succession moves

William Blair expands Private Wealth Management team

The team manages two actively managed investment mandates for investors seeking both financial and social returns: the Gender Parity Portfolio, a gender lens strategy, and the Diversity & Inclusion Portfolio, which analyzes 24 metrics related to diver

UniCredit shuffles top managers in Italy, names new Americas CIB head

The appointments are in line with the Group's ambition to further promote cooperation and synergies by rotating managers across different businesses and divisions.

Lincoln Financial Group Hires Industry Veteran to Drive Innovation for IT Infrastructure Program

Joseph Weider brings 25 years of experience to role as senior vice president of IT Infrastructure

Sandy Cove Advisors Re-Hires Kate Saltonstall, CFA as Chief Investment Officer

Kate comes to Sandy Cove Advisors with strong investment expertise spanning 26 years.

Doug Andre joins Keel Point as Family Office Counsel

He will be responsible for providing technical support to the firm's family wealth directors and family wealth administrators by collaborating with the team through Keel Point's family office practice.

U.S. fintech Tipalti opening Vancouver office with plans to hire 50 workers

The company is the latest among a growing number of American tech firms launching in B.C.

LPL Financial expands team

There’s no doubt that LPL technology is going to bring so much more to my client interactions.” Sheehy added that LPL’s self-clearing capabilities will reduce costs and save time.

Jeff Ubben gives up role as ValueAct chief

Founder loosens ties and partners exit in new reshuffle at activist hedge fund

Guardian Capital Broadens Global Distribution Reach with Senior Appointments

From its traditionally strong roots in Canada, Guardian has seen dramatic growth in solutions that meet the appetites of an expanding base of global consumers.

SEI Names Director of Investment Strategy in Canada

She was responsible for providing advisory and investment management services to institutional clients in Canada and U.S.

First Republic Adds Wealth Management Team in Florida

The addition of this successful group of wealth professionals further expands our capabilities in South Florida and will allow us to introduce more clients to First Republic’s unique brand of exceptional client service.

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