Managers of Wealth Americas

WMS Partners names CEO

Todd joined the firm in February as Chief Operating Officer and has moved to the CEO role

Merrill Lynch Loses $240 Million FA Team to This Aggressively-Recruiting Rival

The team previously managed $240 million at Merrill Lynch, Raymond James says.

Wells Fargo appoints Chief Investment Officer for private wealth management

Taback most recently served in a dual role as head of global alternative investment strategy for Wells Fargo Investment Institute and deputy chief investment officer for Wells Fargo Private Bank.

Bank of America hires First Investment Bank head in Saudi Arabia

Bank of America is one of many institutions working on Aramco’s initial public offering

BNY Mellon Hires Industry Veteran Jane Mancini as Head of Sales for Asset Servicing Americas

Jane brings a unique combination of skills to the firm,” said Emily Portney, Head of Asset Servicing for the Americas.

AMP Capital makes senior asset management hire for the Americas

Strong asset management is integral to the success of our investment strategy, as we apply rigorous active management to add value and build successful, sustainable businesses.

Former BlackRock exec joins GAM as chief operating officer

Rafferty brings two decades of experience in asset management.

Chubb appoints Division President, Chubb Global Markets

Jason will assume his role early in the new year

Allen Parker to Leave Wells Fargo to Pursue Other Business Opportunities

The company will commence a search for a new General Counsel immediately with the goal being that Parker will assist in a smooth transition to the new General Counsel.

Santander appoints new country head for Argentina

In his new position he will be working under the firm’s South America director Sergio Rial

Munich Reinsurance America appoints chief financial officer

Horbelt graduated from the University of Zurich, Switzerland, with a master’s degree in Economics and Business Administration.

Keith Herron Retiring from Regions Bank after 31-year Career

Herron’s retirement will be effective early January 2020.

Rebalance Widens Private Wealth Management Practice

Pratt will help contribute to the firm's wealth management practice

Marsh appoints US cyber risk consulting leader

He served in Special Operations forces and founded the US Army’s premier strategy group on counterterrorism.

Bridge Growth Partners Names Executive Partner

Over the past few years, Bridge Growth has benefitted significantly from his sage counsel as an advisor to our firm and as a board member of Finalsite, our educational technology platform.

Apollo Global Management Names Global Head of Corporate Communications

Prior to joining Related, Ms. Rose spent over a decade advising senior politicians and government officials.

SS&C Appoints Laton Spahr as President of SS&C ALPS Advisors

SS&C ALPS Advisors is uniquely positioned to adapt and succeed as the asset management industry

Andersen boosts US National Tax Practice

Benno received his Master’s in Taxation from the University of Groningen in the Netherlands.

UBS Breakaways Launch LA Wealth Management Practice

Johnston joined the financial services industry in 2007, registering with UBS, according to her BrokerCheck profile. Stoker joined the industry, registering with UBS, in December 2018, according to BrokerCheck.

Wells Fargo Names Vice Chairman of Public Affairs

A lawyer by profession, Daley joined Amalgamated Bank of Chicago as Vice Chairman in 1989 and served as President and Chief Operating Officer of the bank from 1990 to 1993.

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