Managers of Wealth Americas

Tim Gramatovich Joins B. Riley Capital Management’s New Credit Platform as Chief Investment Officer

Firm establishes new division, Gateway Credit Partners, specializing in the issuance of Collateralized Debt Obligations

Merrill Lynch Breakaway Turns up at This Rival

In February, Alex Brown poached a Wells Fargo Advisors representative managing $190 million.

Raymond James’ Alex Brown adds $230M veteran advisor

“I have always strived to be forthright and place the values of my clients first, and I am pleased to have found a firm that aligns with those values,” Dayton said in a statement.

EP Wealth Advisors Adds Partners

“These new partners bring important voices to the helm and further illustrate EP Wealth’s commitment to empowering all employees.”

International Exchange ABE Global Hires Veteran Blockchain Executives

With this new exchange, it will help increase global access to new compliant investments and support entrepreneurs

Fannie Mae Names Two Technology and Financial Services Executives to the Board of Directors

Google Executive Karin J. Kimbrough and Coinbase Global, Inc. Executive Brian P. Brooks Will Complement Experienced and Diversely Skilled Fannie Mae Board

AMP Capital appoints former Apple operations head as senior adviser

Preising joins AMP Capital’s team of fifteen senior advisers which represent leading industry talent from across infrastructure sectors.

OpenInvest Expands Sales Leadership Team To Support Rapid Growth

Appoints VP of Sales and Director of Intermediary Sales & Client Engagement

Raymond James CFO to Retire

Jeff Julien has been with the independent broker-dealer for 32 years and will remain on the board of Raymond James bank.

JPMorgan Advisor Launches Indie Wealth Management Firm

Graham brings along client associates Joy Budnik and Michael Cordano from JPMorgan, where Graham had been for 17 years, according to Jackson Capital.

Fleming’s Rockefeller Continues Poaching Execs

Rockefeller also lured RBC’s head of advisor recruiting to hire and manage private wealth advisors in the Northeast out of its New York office.

Veteran Distressed Investment Team Launches Invictus Global Management

Amit Patel and Cindy Chen Delano, Formerly of Whitebox Advisors, to Serve as Co-Chief Investment Officers

A New Senior Vice President of Corporate Development Joins GAMCO Investors

He joins as part of our firm’s management executive team reporting directly to our Chairman.

Family Office Leaders Join Boston Private

Strategic Hires to Establish the Wealth Advisory and Ultra-High-Net-Worth Family Office Practice and Expand Business Development Efforts across Boston Private

Invesco promotes Italy country head to MD, head of retail distribution EMEA & LatAm

Invesco's veteran Trezzi has implemented and managed various strategic initiatives and projects since he joined the firm in 1999

Family Office Leaders Bill Woodson and Edward V. Marshall Join Boston Private

He will work with the firms Private Banking, Wealth & Trust teams to develop comprehensive, advice-based solutions for ultra-high-net-worth clients and family offices.

JPMorgan Loses Exec to Chicago-based RIA

The Boston-based pair previously oversaw $200 million at Northwestern Mutual, LPL says.

Bank of America to Hire 300 Bankers in Greater L.A. Region

The economy in Los Angeles continues to be strong.

First Republic Continues Poaching Wealth Management MDs from Large Brokerages

UBS didn’t respond to AdvisorHub’s request for comment. Lovell is obligated to take a two-month garden leave and didn’t respond to the website’s requests for comment.

Matthew Panarese Joins Rockefeller Capital Management in Philadelphia

As a Managing Director in the Multi-Family Office, Panarese will focus on serving ultra-wealthy clients with wealth and tax planning, wealth transfer strategies and family office services, helping families successfully manage their complex financial needs

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