Managers of Wealth Americas

Aegon Asset Management appoints Global Head of Consultant Relations & Global Financial Institutions

She joins Aegon Asset Management in this newly created key role for the business

PNC Financial Services Group Announces New Members of Executive Committee

PNC is fortunate to have an excellent team of senior executives leading our company during these complex and challenging times.

Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo

The experienced team, which includes former Deutsche Bank, UBS and JPMorgan executives, adds strategic expertise in various regions to Insigneo’s already wide international reach.

RBC Promotes a Top Broker to Lead $12 Billion-Asset Minnesota Complex

Her management promotion comes amid a growing awareness of the lack of gender and racial diversity among advisors and managers that has been sharpened by recent Black Lives Matter developments.

KPMG names new practice leads as part of 'a new chapter'

The firm is trying to burnish its reputation after some high-profile scandals in recent years.

KKR Partners with Veteran Executive to Pursue Acquisition Opportunities in the US

Over the last ten years, KKR’s Industrials team has focused on employee engagement as a key driver in building stronger compani

Oppenheimer & Co. Inc. Appoints Managing Director In The Technology Investment Banking Group

Berntzen joins Oppenheimer with almost thirty years of experience in strategic M&A advisory and corporate development across numerous technology verticals.

LPL Financial Welcomes CenterPoint Wealth Advisors

The team serves mostly affluent families, executives and small business owners.

Sanctuary Wealth Adds $500 Million, All-Female Team from Morgan Stanley

Addition of Bowersock Capital Partners to its ever-growing network extends Sanctuary's presence into Kansas

Mitchell Harris to Retire as CEO of BNY Mellon Investment Management and Hanneke Smits Appointed as CEO of BNY Mellon Investment Management

Both Ms. Smits and Ms. Keating, leading their respective parts of the Investment and Wealth Management business

Lincoln Financial Group Names New Head of Finance and Actuarial for Group Benefits Business

Bram J. Spector Brings 20 Years of Industry Experience to the Role

UBS lost five Miami-based advisors since last week

The trio, Andres Felipe Herrera, Carlos Arango and Carolina Cardenas, worked in UBS’s Coral Gables office and each oversaw around $150m for Latin American clients.

Greenberg Traurig Expands Real Estate Practice in Los Angeles, Adds Michael Seiden

Global law firm Greenberg Traurig, LLP has expanded its award-winning Real Estate Practice with the addition of Michael A. Seiden as a shareholder in the firm's Los Angeles office.

Digital bank Quontic names new CFO

Wood is a graduate of Mt. St. Mary’s College, a certified management accountant, certified in strategy and competitive analysis, and holds accreditation from COSO in internal controls integrated framework and enterprise risk management.

SS&C Promotes Two Executives

Karen Geiger and Steve Leivent Named Co-Heads of SS&C Advent

Dentons adds tax authority to Capital Markets practice

We are delighted to welcome Marshall to our highly regarded Capital Markets team

German American Bank makes management changes

As President & Chief Operating Officer, Neil will assume direct operating responsibility for all facets of the Company, reporting directly to Mark Schroeder, Chairman & CEO.

Baker McKenzie Appoints David Malliband Chicago Office Managing Partner

Baker McKenzie's Chicago office has approximately 230 lawyers and is the Firm’s largest office in North America.

The Global Legal Entity Identifier Foundation Announces New Chairperson

In his new role, Mr. Joachim will chair the Board that oversees GLEIF’s strategic direction and stakeholder interests at a pivotal time for the organization, as it evolves the Global Legal Entity Identifier (LEI) System to support broader adoption o

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