Managers of Wealth Americas

Golden State Wealth Management Welcomes New Advisor, Valerie Krebs

Krebs exits Wells Fargo to establish Aurum Investment Management in Sonoma County

Wells Fargo Hires Sports Banking Exec Peter Dorfman From Truist

The move is part of Wells Fargo’s desire to increase its presence in sports banking.

Americana Partners International Welcomes Javier Altimari as Founder and Managing Partner

Mr. Altimari will advise families and institutions on long-term investment needs

M&A Partner Joins Paul, Weiss in New York

Bogdanovich advises clients on a wide range of corporate transactions, including mergers and acquisitions, private equity investments, and corporate governance and cross-border matters.

Capstone Partners Appoints Ken Wasik as Co-Head of Investment Banking to Support Ongoing Strategic Growth

With nearly 25 years of investment banking experience, Wasik has been a key member of Capstone's management team since joining the firm in the second half of 2020.

Jonelle Horta joins Axis Capital

Jonelle will also be at the forefront of ensuring cyber customers and brokers have full knowledge of, and access to, our range of services

Cantor Fitzgerald Hires Nappo, Wortendyke in Chicago Expansion

Cantor has been on a hiring spree over the past year as it looks to expand its investment banking business.

BGL welcomes managing director within services

Brown Gibbons Lang & Company employs a managing director for its technology & information services investment banking team.

Morgan Stanley’s Gorman to lead Disney CEO search

The outgoing executive chairman and former CEO was picked for his “deep succession planning experience and long-term strategic mentality.”

ServisFirst Bank Huntsville announces new Vice President

Mae Adams has been promoted to the position of Vice President, Private Banking Officer for ServisFirst Bank Huntsville.

Greenlane Renewables Announces Management Changes

Ian has left the role of CEO but will continue as President for approximately three months to assist in the transition of the new roles in the senior management team, after which he will leave the Company.

BTIG Adds Eric Clark to its Real Estate & Homebuilding Investment Banking Group

BTIG’s Investment Banking team engages with clients and institutional investors on mergers and acquisitions

Derek Aurori joins Ascot Group

Derek is a valuable addition to our team led by Erin Osborne.

Northwest Bank names Sean Morrow as Interim Treasurer

He will replace Corporate Treasurer and EVP of Finance and Accounting Jeffrey Maddigan, who is leaving to pursue an opportunity outside of the bank.

MetLife Investment Management Names Jude Driscoll President

Prior to Logan Circle, Driscoll was president and chief executive officer of Delaware Investments.

Rothschild Shuts Miami Office as Partner Hirschfield Retires

He had joined Rothschild’s global advisory arm in 2016 from Goldman Sachs Group Inc.

Houlihan Lokey hires senior software engineer Geoff Rhizor

Based in San Francisco, Mr. Rhizor will join the Technology Group

USAA president and CEO Wayne Peacock to retire in 2025

During his four-year spell as CEO, Peacock is credited with introducing paid career development time, raising USAA’s minimum pay beyond industry standards

Grant Thornton announces new leader for Phoenix

Estrada has served Grant Thornton in a series of successive roles since 2008.

Cetera Appoints Avantax President Todd Mackay to President of Cetera Solutions

Andy Watts to lead Cetera's Tax Channel and the Avantax Community

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