Managers of Wealth Americas

Thomas Freeman Joins Treliant to Manage Credit Risk Services

An industry expert in risk management, he will oversee the firm’s Credit Risk services for banking, FinTech, and mortgage clients.

Oppenheimer Accelerates Growth of Consumer Investment Banking Group with Appointment of James Murray as Managing Director, Based in London, United Kingdom

He will be based in London and report to Max Lami, European Chief Executive, and Emmanuel Durand, Global Head of Consumer Investment Banking.

United Bank hires Director of Advanced Planning, Legal Trust Counsel

Prior to joining United Wealth Management, he served as SVP, market director of fiduciary services with Hawthorn, PNC Family Wealth in the Washington, D.C., and Baltimore Family Office for PNC Bank.

Uruguay wealth shop bags Indosuez advisor for Brazil team

Aqua WM runs $1 billion in assets for clients in Brazil, Argentina, Uruguay and Paraguay.

AIG Announces Executive Promotions

In her expanded role, Ms. Fato has assumed responsibility for Global Communications in addition to the Government Relations and Public Policy group

Dynasty Financial Partners Promotes Senior Industry Leader, John Sullivan, to Lead Business Development

He will report directly to Dynasty Financial Partners’ President & CEO Shirl Penney.

Citi Private Bank appoints LatAm discretionary solutions head

Its Latin America business, headed by Jose Ernesto Fuentes

Oppenheimer & Co. recruits Miami's Mercado Group

Mercado Group was part of Morgan Stanley for more than a decade before joining Oppenheimer & Co.

Institute for Portfolio Alternatives Elects New Board Members for 2021

Newly elected individuals represent continued growth of the industry despite turbulent 2020

Spearhead welcomes Sagar Dalal as Managing Director, Advanced Wealth Planning

Prior to joining Spearhead, Mr. Dalal was the Senior Vice President and Associate General Counsel of Momentum Advanced Planning, advising families on planning/structuring to maximize their wealth and generational family transfers.

Credit Suisse Hires Ex-JPMorgan Veteran for Brazil Private Bank

Pagetti was JPMorgan’s head of onshore private banking in Brazil when she left in 2018 after almost two decades at the New York-based firm.

Oppenheimer & Co. Inc. Announces Recruitment Of The Mercado Group To Private Client Division

New Addition Underscores Depth of Oppenheimer's Services, Quality of Leadership Team, Commitment to Expanding the Firm's Global Reach

Balentine Promotes Partner, Expands Family Office Services Business Unit

Firm Experiences Growth Despite Challenges of 2020

Broadridge Names Chief Financial Officer

Mr. Reese played a key role in the success of the consumer business with responsibility across investments

Envestnet | Yodlee Appoints Head of International Sales

O'Shaughnessy worked at Envestnet | Yodlee from 2003 to 2017

Barings CEO and Chairman Tom Finke Dashes to Invesco

Freno is now appointed as Chairman and Chief Executive Officer, Barings LLC (on November 5, 2020).

Debra Brede To Join Focus Partner Firm GW & Wade Transaction will Increase GW & Wade's Scale

Debra Brede started her own business in 1990 to provide comprehensive investment and wealth management services to high net worth individuals and families as well as a range of institutional clients.

Blackstone Hires Eric Duchon as Global Head of Real Estate ESG

He will report to Giovanni Cutaia, Global Head of Real Estate Asset Management, and will coordinate closely with Blackstone’s corporate ESG leaders.

Apollo’s PK AirFinance Names President

As President, van de Stadt will be based in London.

AXIS Insurance Adds Three Underwriters to U.S. Renewable Energy Team

All three will focus on underwriting renewable energy risk across wind energy, solar energy and battery storage, including package policies providing property, general liability and umbrella coverage that spans construction and operations of projects.

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