Managers of Wealth Americas

Walton joins First National Wealth Management

“I’m thrilled to be back home on MDI,” said Walton.

Wahed Invest Inc. Appoints Kashif Khan as SEO & Managing Director

He has a strong reputation for his expertise and business acumen in the global markets, including the U.S., Middle East and Asia.

UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team

The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington, D.C. PWM office, reporting to Branch Manager Brendan Graham.

BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management

A senior leader in financial services, Lynne has worked in banking client service, institutional securities operations and wealth management.

Markel promotes Julia Chu to chief risk officer

“She has played a key role in further developing and implementing Markel's ceded reinsurance strategy and has been instrumental in positioning our reinsurance placements and partnering with executive leadership to build and protect Markel'

Hamilton snares Aartie Manansingh to build its US M&A business

She has also served as assistant vice president in Ironshore Insurance Services’ M&A group, and as senior underwriter at Allied World Assurance Company.

Christoffer Abramson new CFO at Catella AB

Christoffer Abramson will take up the role of CFO at Catella on 15 October 2020.

Berdon Adds Two Seasoned Professionals to Enhance Its Personal Wealth and Family Office Services Practice

With more than 25 years of professional experience, Amy Joyce joins the firm as a Partner and specializes in advising high net worth individuals with tax mitigation and wealth preservation strategies.

Markel strengthens its audit and governance committees with board appointment

She also worked at the Central Intelligence Agency for five years.

Mark A. Chancy Elected to Wells Fargo’s Board of Directors

Chancy has more than 30 years of banking and financial services experience, including 18 years at SunTrust where he served in a broad range of leadership roles spanning consumer and commercial banking, investment banking, and financial management until re

Elastic Path appoints Jamus Driscoll as Chief Executive Officer

Former Moltin and Demandware executive brings track record of driving growth and innovation to industry leader in headless commerce

Paul Tanner to Lead Hylant’s Family Office Practice in Beverly Hills, CA.

Paul’s strategic approach aligns to the visionary approach for the organization to meet the customer at its needs

Bluespring Wealth Partners Bolsters Team With New VP of Business Consulting

Industry veteran Harold Buckner will work directly with previous and new acquisitions to maximize their success

Barb Godin Retiring from Regions Bank after 45-year Career in Financial Services

She joined Regions in 2003 as a consumer credit executive and has played a significant role in strengthening the bank’s credit culture and providing valuable leadership in credit policy, credit administration and problem asset management.

Deutsche Bank int’l private bank Americas boss exits

It is not yet known if he is joining another firm following his exit next month.

Deutsche Bank Nabs Ex-Credit Suisse Banker

She will report to George Crosby, also a former HSBC banker who oversees Deutsche's Latin American private banking business from Miami, and to Loic Voide, Middle East and Africa wealth boss, in Geneva.

Wells Fargo adds teams of Chief Risk Managers and Chief Compliance Officer

The model consists of five line-of-business CROs, along with other teams aligned by risk type, each reporting to Norton.

MacPhee to retire from Merrill Lynch

A National FADP Performance executive and market president for Albany-Hudson Valley region will be named in a few weeks, according to a statement released by Kirstin Hill, MLWM Chief Operating Officer.

Sue Ringold and Bill Orendorf join AXIS Re’s North America property team in Bermuda

Orendorf joins from Guy Carpenter where he was a senior vice president. Before that he held various underwriting roles at Chubb Tempest Reinsurance and Transatlatic Re.

UBS U.S. Investment Strategy Head Leaves

Crook will be replaced by Daniel Scansaroli, who joined UBS Wealth Americas earlier this year as a senior portfolio strategist for ultra-high net worth customers.

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