Managers of Wealth Americas

LPL Financial Welcomes Washington Crossing Financial Group

They will leverage LPL Financial’s broker-dealer and corporate RIA platforms, using LPL as custodian.

Regions Bank Names Abbas Merchant as Chief Marketing Officer as Michele Elrod Announces Retirement

Merchant to build on foundation established by Elrod during her successful 37-year career with the bank.

Broadridge Appoints Germán Soto Sanchez as Head of Corporate Strategy

Germán's experience as a Fintech executive, strategist and innovator make him a valuable addition to our leadership team as we continue to strategically shape and define Broadridge's future state

Global Head of Media & External Communications Joins AIG

Mr. Ripley joins AIG from 12A Consulting

Louis Green Joins UBS as a Financial Advisor in New York

Louis works closely with his clients to construct portfolios that meet their long-term financial goals by combining retirement and estate planning, private banking and cash flow analysis.

Four Advisors Move to Ameriprise for Digital Financial Planning Capabilities to Enhance Their Client Experience

Financial planning is at the core of how David Moss and Jay Campbell serve their clients.

UBS Wealth Management USA Hires Market Administrative Officer Lynn Hunter in San Diego

As a member of the senior leadership team within UBS’s San Diego market, Hunter’s role involves oversight of overall cost and organizational management, as well as strategic planning for the market as a whole.

UBP Promotes Ex-Marc Rich CEO-UBS Banker

Soni is leaving the bank by mutual agreement

Julius Baer hires six Relationship Managers to support growth in the Hispanic American market

Julius Baer is expanding its Hispanic America business by hiring six new Relationship Managers to drive continuing growth.

Morgan Stanley Appoints 171 New Managing Directors

The new Managing Directors are

Blackstone Hires Former Co-Head of Insurance Investment Banking for North America at Morgan Stanley, to Lead Acquisitions for Blackstone Insurance Solutions

Mr. Hovey will be responsible for leading BIS’s investments

Julius Baer Raids Credit Suisse for Latin America

The Swiss wealth manager is boosting its business with Hispanic Americans by poaching from Credit Suisse.

Rockefeller Capital Management Adds Three Teams With Combined AUM Of $1.7B

Other team members include Rachel Baum, private wealth advisor, as well as client associates Janet Kolmetzky and Eileen Cambero.

Chubb Announces Chief Financial Officer Philip Bancroft to Retire; Peter Enns to Become CFO Effective July 1

Mr. Enns will report to Evan G. Greenberg, Chairman and Chief Executive Officer, and join the company's Executive Committee.

Blackstone Announces Appointment of General (ret) David L. Goldfein, Former Chief of Staff of the United States Air Force, as Senior Advisor

He will bring his deep experience in strategy, management, and leadership to advise across the firm’s businesses and portfolio companies.

State Street Strengthens Asset Owner Business with Senior Appointments

The senior appointments are the latest in a series of strategic moves and enhancements State Street has made in the past year to strengthen its talent, enhance its technology and deepen relationship with its asset owner clients.

Roth Canada Announces the Addition of Braden Fletcher as President

Prior to joining Roth, Brady was most recently Managing Director and Head of the TSX Venture Exchange at TMX Group

Advisor Group Expands Technology Leadership With Appointment Of Peter Clemson As Senior Vice President, Digital Solutions

Former FinTech CEO and Charles Schwab Technology Executive to Spearhead Development of Digital Platforms That Deliver Competitive Advantages for Financial Professionals Serving Increasingly Tech-Savvy Consumers

Chubb Appoints Chief Reinsurance Officer

Mr. Konz has more than 20 years of insurance industry experience.

Chubb Names Global Head of Company's Cyber Risk Insurance Business

Mr. Kessler has nearly 30 years of experience in insurance and actuarial consulting.

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