Managers of Wealth Americas

EFG Expands Leadership with Industry Expert Karl Nilsen Joining as Vice President of Underwriting

Prior to joining EFG, Karl served as Vice President of Underwriting and Risk Management at Smart AutoCare.

SEC Names Gibson Dunn Partner, Agency Alum as Enforcement Division Director

David Woodcock’s appointment comes after prior Enforcement Division Director Judge Margaret “Meg” Ryan abruptly resigned from the position after only six months.

Oppenheimer Names Bill Farmer Managing Director, Head of Aerospace & Defense Technology Investment Banking

Veteran dealmaker joins Technology group to expand coverage across a critical and growing sector

Focus Wealth Management Appoints Henry Kim as Chief Financial Officer and Head of Compliance

He also held the role of Director, Investment Finance at CPP Investments and began his career in Assurance and Advisory Services at Deloitte & Touche.

Archana Vemulapalli Joins Goldman Sachs as Partner and Head of AI Product Management and Strategic Relations

She will also lead strategic engagement with frontier AI labs and AI application providers.

NCino appoints Keith Kettell as chief revenue officer

Kettell brings more than two decades of experience building and scaling go-to-market organizations in the technology and financial services sectors.

Former Rehmann Operations Head Amy Flourry Joins Constellation Wealth

Amy Flourry will join the Karl Heckenberg-founded firm to help its network of RIAs with data and technology integration.

Latham Adds Leading Data & Technology Transactions Partner in Bay Area

John McGaraghan advises technology‑driven companies on complex intellectual property, licensing, and commercial transactions.

Former BlackRock managing director joins Goldman Sachs AM

Brett Olson joins as head of international ETFs

Accelerant names Linda S. Huber as CFO

Huber succeeds Jay Green, who has stepped down to pursue personal interests.

Beacon Trust Bolsters Team with Four Key Wealth Management Hires

New hires support Beacon Trust’s continued growth and expansion of client advisory services

Advisor-focused hires lead latest wave of wealth management leadership moves

Product, recruiting, and client strategy roles dominate latest senior appointments at firms including Franklin, Edwards, Bernstein, Ellevest.

LPL Financial Welcomes Five Star Wealth Planning

They report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

J.P. Morgan Private Capital Expands Team with Senior Hires

Eric Ghernati transitions to Partner role from J.P. Morgan Asset Management U.S. Equity Group

Glenmede hires wealth management veteran for strategic growth

Prior to joining Glenmede, Khost was the head of business development in private wealth at Neuberger Berman Private Wealth, where he served on the operating and investment product committees and was recognized.

AlTi Global CEO Michael Tiedemann Steps Down from $93B Wealth Manager

Nancy Curtin, global chief investment officer at AlTi, has taken over as interim CEO as founder Tiedemann steps into an advisory capacity to "support the transition."

AlTi Global, Inc. Announces CEO Transition, Appoints Nancy Curtin as Interim Chief Executive Officer

She succeeds Michael Tiedemann, who will remain available in an advisory capacity to support the transition.

FASB appoints four new members to investor advisory committee

The committee advises on FASB projects, market trends, and investor-relevant issues.

M&T Bank Names Monahan Regional President for Philly and South Jersey

Monahan will also lead the accomplished, cross-functional team to continue collaborating across the local footprint.

Capital Markets Partner Daniel Nam Joins King & Spalding in New York

He also represents clients on bridge financing commitments, debt tender offers, exchange and consent solicitations as well as general securities and corporate matters.

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