Managers of Wealth Americas

Barclays Appoints Daniel Zimbaldi as a Managing Director in Financial Institutions Group (FIG) M&A

Selected notable transactions that Mr. Zimbaldi has been involved in include advising Fiduciary Network on its sale process

Holland & Knight adds to private equity team in Miami

He has outstanding private equity transactional experience, especially in the healthcare industry, and a talent for leading complex deals for highly regarded firms.

Brazil development bank chief quits, fuelling political crisis

"Government is like this, it can't have suspicious people" in important positions, Bolsonaro told reporters.

Vanderbilt Financial Group Announces New Chief Economist Role

Growth in Our Advisory: Vanderbilt Financial Group continues 2019 with explosive growth in our Advisory Services in New York and across the country. Below are a few of the entrepreneurial leaders who have joined the team as Financial Advisors in Q2.

Samir Saini Resigns as NYC CIO, Leaves for Private Sector

Saini tendered his resignation as New York City's IT Commissioner and CIO June 13. The former Atlanta CIO was tapped to lead the Department of Information Technology and Telecommunications in January 2018.

Former Fidelity Manager, Accused of Harassment in 2017, Plots a Comeback

Fidelity partnered with former employee in his new fund, then reversed course

Peapack-Gladstone Bank Hires New Senior MD, Commercial Private Banker

Mr. Glaush is a seasoned financial services professional with more than 25 years of experience in the industry.

Waddell & Reed chooses new CIO

Mr. Hanson was head of impact investing at JANA Partners.

Kudu Investment Management boosts team

He brings more than 25 years of market research experience in the investment management industry to her new post.

Evercore Wealth Management announces three partner promotions

These promotions reflect years of outstanding contributions to our Firm

Fortis Private Bank boosts board

Ms. Andrich joins the Board of Directors of both Fortis Financial, Inc. and Fortis Private Bank

Atria Wealth Solutions Adds General Counsel to Expanding Team

"This hiring is a reflection of our growth plans.

Balentine appoints Head of Family Office Services

In addition to an impressive career in asset management, Mark Bell has lectured at the University of Oxford in England

BNY Mellon hires former Obama chief of staff

He has also served on the boards of a number of corporate, academic, medical, charitable and civic organizations, and is a recognized authority on business and economic growth, global competitiveness and international trade.

$275 Million Former Merrill Lynch Team Joins Sanctuary Wealth

Enclave Wealth Advisors expands Sanctuary’s network to California

Kennedys increases footprint in Chile with six-strong team

The team acts for Chile’s largest insurers and reinsurers, as well as international insurers, reinsurers and corporates.

Frazier & Deeter appoints International Tax Partner

Prior to joining FD, Dawson served as an International Tax Partner with two Big Eight accounting firms, serving in both U.S. and international leadership positions.

CIRI Elects Three New Directors

It gives me great pleasure to announce that these accomplished individuals “ Adam, Mariem and Ryder “ will be joining the CIRI Board.

Fiduciary Trust Welcomes New Wealth Director

Ms. Perez has over 14 years of experience working with high-net-worth clients in various wealth management roles throughout her extensive career in North America and Europe.

Callan Hires Sara Hakim as a Senior Vice President, Consultant

She joins Callan from Aon Hewitt Investment Consulting

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