Managers of Wealth Americas

Schroders appoints new LatAm boss, boosts investment team

As part of his new role, Binello will oversee Schroders' offices in Argentina, Brazil, Chile and Mexico with all the country heads reporting directly to him.

Wells Fargo gets new wirehouse leadership amid executive shuffle

David Kowach, who formerly headed Wells Fargo Advisors, the bank’s retail brokerage arm, is becoming the head of community banking.

Wells Fargo Names Leaders to Key Roles

He has a bachelor’s degree in finance from the University of Virginia.

Chubb Names President of Overseas General Insurance

Will lead company's international general insurance operations in 51 countries

Baker McKenzie welcomes Mnew partner in California

He focuses on state and local tax in California and has particular expertise on corporate and personal income tax.

UBS hires deputy chief investment officer for Americas from JPMorgan

As deputy CIO Americas, Marcelli will answer to Mike Ryan, who heads the North America division and frequently appears on TV and at conferences to address how trade disputes and other macro economic factors may impact clients’ portfolios.

Magnus Financial Group appoints new director

He has experience providing comprehensive financial oversight and direct private equity investments in early-stage companies on behalf of entrepreneurs and wealthy individuals.

D.A. Davidson expands financial institutions group

D.A. Davidson’s financial institutions group is a full-service platform with professionals across the United States.

Robert A. Cohen Cyber Unit Chief To Leave Sec After 15 Years Of Service

Mr. Cohen was Co-Chief of the Market Abuse Unit.

Ameris Bancorp Appoints New CEO

Additionally, five former Fidelity directors – James B. Miller, Jr., H. Palmer Proctor, Jr., Gloria A. O'Neal, Rodney D. Bullard and Wm. Millard Choate – have been appointed to the board of directors of the Company and Ameris Bank.

SS&C Names New President and Executive Leadership for SS&C Health

SS&C adds talent to deliver healthcare industry business transformation

Insight adds five new hires to Client Solutions Group

The group is further supported by the appointment of Charmaine Ooi, formerly of Cardano, who has joined as Senior Quantitative Analyst and works closely with CSG, assisting clients with portfolio modelling and custom benchmark design.

First Republic expands wealth management team

“Mark and Rick are accomplished wealth managers who share First Republic’s commitment to delivering exceptional client service,” said Bob Thornton, President of First Republic Private Wealth Management.

Boutique founder named new Franklin Templeton global equity CIO

Bartlett brings over two decades of industry experience with a successful history in multi-manager investments, as well as manager research.

Bank of America boosts board

He is on the boards of directors for Phillips 66 and United Technologies Corp. She previously served on the board of Praxair, Inc. from 2014 to 2016.

Uruguayan firm hires wealth vet for Miami office

A Spanish-born lawyer, Bujanda spent over 25 years working catering to high net worth and ultra-high net worth clients across the finance industry and extensive knowledge of the PPLI industry.

The Two Women Executives Leading JPMorgan Chase Into The Future

Lake, who since 2012 has served as the bank's chief financial officer, will become the chief executive officer (CEO) of Consumer Lending, the company announced last week.

Julia Wellborn to Lead Wells Fargo Private Wealth Management

She is expected to join Wells Fargo on Aug. 30.

Wells Fargo appoints Head of Private Wealth Management

Industry veteran led Comerica Wealth Management

Holdun Family Office Expands to Miami, Welcomes New Team Members

Former Managing Director of Andbank to oversee Holdun’s expansion into the US market

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