Managers of Wealth Americas

1792 Wealth Advisors Snags Two Veteran Advisors as Practice Pushes Retirement Focus

New additions show demand for supported independence model

UBS Nabs $10.5B Advisor Team From J.P. Morgan Private Bank

The recruitment win was just the latest of several for UBS in recent months.

Stratos Wealth Partners adds Trivium Wealth Management to network

The team at Stratos is excited to welcome Truvium," said Jeff Concepcion, CEO and Founder, Stratos Wealth Network.

United Fintech hires Goldman Sachs' Mark Lawrence for US push

Mark Lawrence joins United Fintech following 14 years at Goldman Sachs in senior sales roles in London, New York and Hong Kong

State Street Global Advisors Announces Lynn Blake Will Retire Following Distinguished and Impactful Career

John Tucker to be Promoted to Succeed Blake, and Karen Wong to Join as Global Head of ESG and Sustainable Investing

Allen & Overy announces head of its global International Capital Markets practice

“The appointment of a New York-based global practice head reflects the firm’s commitment to the U.S. market, where we continue to grow ambitiously having added 17 new partners in the U.S. in the last 12 months alone.

US wealth firm expands London office with senior hires for U.K. private client and charity team

These appointments will support the expansion of Brown Advisory’s international business

Scott Wieler and Bill Kohr named leaders of M&A firm DC Advisory

DC Advisory US was formed in 2019 following the 2018 acquisition of boutique investment banks Signal Hill and Sagent Advisors.

Six-Person Advisor Team Joins UBS Private Wealth Management in San Francisco, CA

In addition to JT, Angela and Sean, the team also includes Client Service Associate Jordan Sayer, Senior Wealth Strategy Associate Chris Carothers, and Senior Wealth Strategy Associate Tyler Baker-Williams.

Validus opens New York office; names Goldman's Brian Cohen as MD

He will lead the firm’s expansion in North America, building up the advisory and client relationship team in New York.

KKR Appoints Akira Kurabayashi As Industry Advisor

Mr. Kurabayashi serves on various Boards including Money Forward, From Scratch, Andpad, XICA, toBe Marketing, UPWARD, Kakehashi, Mazrica, Trend Express, Adacotech, and Creadits.

Allen & Overy strengthens U.S. leveraged finance practice with two new partners in New York

The announcement follows the recent hiring of A&O’s Head of U.S. Leveraged Finance Jake Mincemoyer, who worked closely with Gordon and Stan at White & Case before joining A&O in February 2021.

Latham Grows Insurance Litigation Team

Kirsten Jackson brings deep experience in insurance-related matters as well as business and contractual disputes.

Morningstar Investment Management brings on new Americas managing director

Mr. Linstra is responsible for overseeing all the firm's revenue generation and distribution efforts in the Americas.

IFM adds to board

Her appointment takes the IFM board to nine people.

WSIB head Theresa Whitmarsh to join IFM board

On May 21, WSIB announced that Ms. Whitmarsh will be leaving the organization at the end of 2021 after 13 years at the helm.

Revolut to make Dallas its hub for US expansion with 300 hires

The digital challenger is aiming to reach 1m American customers by early 2022.

CalSTRS among institutions seeing leadership changes

In March 2020, Mr. Ehnes originally announced his intention to retire in September 2020

Snowden Lane Partners expands international wealth presence with new adviser team

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of a new advisory team based in their New York City headquarters.

BNY Mellon Wealth Management Appoints Regional President

Prior to SBSB, Karen held senior positions at U.S. Trust, Pitcairn Family Office and Rockefeller Capital Management.

People Moves