Managers of Wealth Americas

Jefferies Group LLC Appoints Matthew Larson as Its Chief Financial Officer

We look forward to Teri and Matt working closely together as the respective CFOs of Jefferies Financial Group Inc. and Jefferies Group.

Forty-Three Mid-Year Promotions Across JTC Group

Four Associate Director Promotions also in the Fund & Corporate Services division include Emma Clayton and Paul Hainsworth from Guernsey, Christopher Gibbons in London and Azelle Kay in South Africa.

High-ranking EDNY prosecutor joins Mayer Brown as partner in New York

In 2019, she received the Attorney General’s David Margolis Award for Exceptional Service

Wells Fargo appoints Head of Advice in Private Wealth Management

Industry veteran tapped to lead national planning and sales team

Wilmington Trust Expands in Northeast with Industry Veteran

Tony Rogers Plans to Grow the Wilmington Trust Footprint in the New Jersey Market

MAI Capital Appoints Olha Paluch as New Managing Director and Senior Wealth Manager

The financial services industry veteran joins $7B firm to help advance wealth management services at the firm's NYC office

Clarfeld Citizens Private Wealth Promotes Michael Hans to Director of Investment Services; Hires Joan Bozek as Director of Trust Services

Senior level promotions reflect Clarfeld’s commitment to continually elevating client experience

Bain & Company announces new partner promotions

45 individuals from 27 offices named to partnership in first half of 2020

Brown Brothers Harriman appoints new partner

Val’s extensive corporate finance, operating and relationship management experience over the past 25 years uniquely position him to lead our Corporate Advisory and Banking practice.

Howard Atkinson Appointed Chief Business Officer of Pascal Financial

Wealth management industry leader makes investment in emerging fintech leader and assumes full-time leadership role to accelerate company’s growth plan

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

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