Managers of Wealth Americas

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.

New TripleTree CEO sees health care investment firm growing during pandemic

Since joining TTH in 2015 as president, Owens has worked with founder and CEO Kevin Green to scale the business and plan for the leadership transition the board announced in July.

UBS's Bob McCann to step down from chairman Americas role later this year

The memo, which was verified by a UBS spokeswoman, was also signed by Tom Naratil, co-president of UBS's global wealth management and head of its Americas division.

Wells Fargo Corporate Risk Names New Leaders as Part of Updated Risk Model

The new leaders were named following the May 2020 announcement of the enhanced corporate risk model

De-Wired: $1-Bln UBS Trio Joins Stifel, $675-Mln Morgan Stanley Quartet to RBC

Bice said he could not immediately comment on his decision to join the regional firm after more than three decades at wirehouses because he was “in the middle of transferring accounts.” Leach and Prebay did not return calls for comment.

AIG Appoints David McElroy Chief Executive Officer, General Insurance, and Executive Vice President, AIG

Mr. McElroy held numerous leadership roles within the insurance industry, including Executive Chairman of Arch Insurance Group Inc. and Vice Chairman of Arch Worldwide Insurance Group.

Ralph Izzo Elected to the Board of Directors of BNY Mellon

"We are thrilled to welcome Ralph to our Board," said Todd Gibbons, CEO of BNY Mellon.

Fiduciary Trust appoints Senior Portfolio Manager in New York

Now more than ever, our clients need trusted partners who can provide them with peace of mind through holistic wealth management, and Cathy embodies this client-centric service paradigm.

Phil Scott, $18-Million Merrill Superstar, Joins First Republic

San Francisco-based First Republic, a now-publicly traded bank that was once owned by Merrill Lynch, has been tapping Merrill consistently for wealth management talent as it expands from private banking into broader wealth services.

Fieldpoint Private Nabs New Commercial Banker From Patriot Bank

Mr. Moore’s 20-year financial services career includes commercial banking roles with First County Bank and Connecticut Community Bank, as well as time with Northern Trust and Morgan Stanley.

GCW Global Customised Wealth Announces New California Partner

London-Based Wealth Management Firm Continues Expansion with Senior Management Hire

UBS Nabs Chicago Bank Broker with About $1 Mln of Revenue

The U.S. unit of the Swiss banking giant has been on a recruiting diet since 2016, and some say the policy is paying rewards.

Sentinel Trust Announces New Hire Class of 2020

Each of these individuals brings immense talent and expertise in their respective fields.

Withers lawyers prominent in American Bar Association RPTE leadership appointments

We are proud to announce that several of our Withers attorneys were appointed to leadership roles for the upcoming bar year.

Barclays Expands Leadership in ESG Banking With Appointments in ECM, DCM and Advisory

Investment Bank appointments expand ESG advisory capabilities for clients, and will accelerate Barclays’ work to meet commitments on climate change

William Blair Continues European Expansion

Adds Veteran Consumer & Retail Investment Banker Arthur van der Goes

Marotta Steps Down as Berkshire CEO

Marotta was named CEO in November 2018 after Michael Daly stepped down.

CHF 140m UBS Miami duo are latest to exit

Cristina Mendez and Zoraida Diaz are the latest advisors to leave UBS following a crackdown on Venezuelan client accounts.

PJ SOLOMON Hires Sash Rentala as the Head of its Financial Sponsors Group

Veteran investment banker brings over 20 years of experience advising institutional clients on a wide range of corporate finance matters

CIFC launches long/short high-yield UCITS fund for veteran Horowitz

Ex-Muzinich & Co management team

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