Managers of Wealth Americas

Cresset Announces Chief Experience Officer and Chief Financial Officer Hires

Dave Jackson is named Chief Experience Officer, and Michael Costabile is named Chief Financial Officer of Cresset Asset Management

Heavy Hitter Joins Kestra Financial’s Executive Team

New Executive Vice President of Wealth Management is the latest in string of powerhouse hires

Franklin Templeton Announces New Private Wealth and Institutional Appointments for Canadian Business

Drawing from more than two decades of financial industry experience, Bhatia is managing and directing the firm's private wealth strategy in Canada

Kestra Private Wealth Services adds wealth adviser to platform

Hodges is affiliating with Kestra PWS through one of its associated firms, White Cap Wealth Management (White Cap), which has been with Kestra PWS since 2017.

Morgan Stanley Hires UBS Pair in Texas Generating $3.2 Million

Their four support staffers at UBS, including one of Lacamp’s daughters, also made the move.

Former Gibraltar Bank President Joins First National Bank of South Miami

A 40-year career banker, Mr. Medina’s most recent success came through the successful turnaround of Gibraltar Private Bank and Trust where he served as President and CEO

Wells Fargo Names Head of Business Continuity and Resiliency

Wells Fargo is continuing to enhance and strengthen the resiliency of critical assets including buildings, utilities, technologies, business operations and people.

Paul Whyte Joins Wells Fargo’s Corporate & Investment Banking and Commercial Real Estate Groups

Whyte will be based in New York and will report to Randy Williamson, head of REGAL, and Christopher Jordan, head of HFG.

Mark Myers to Retire After 39 Years With Wells Fargo

Myers joined Wells Fargo in 1980

Veteran Asset Management Distribution Leader Joins Monarch Partners AM

Firm Appoints So Chong Yi as Chief Compliance Officer

Callan Aboosts alternatives consulting team

She has a Master of Business Administration from the Kelley Graduate School of Business

Withers expands IP and fashion sector strengths with hire of LA partner Gina Bibby

Withers has a great reputation for advising leading founders, investors and the operational businesses behind big brands around the world.

UBS Gains $4.5-Mln Merrill Trio in Atlanta, Loses Giant Private Wealth Team in Wash. State

They had been part of a 123-person Merrill team in the city called the “Global Corporate and Institutional Advisory Services” group that oversees $79.6 billion in company retirement and stock-management plan assets, according to a Forbes ranki

Another UBS team bolts for J.P. Morgan Securities

Combined, the group oversees $235 million in client assets, according to the firm.

Boutique Manhattan law firm expands key practice areas

The attorneys previously served as partners with CKR Law LLP.

Argo International unveils new structure; three execs report to Rehnberg for Americas

The company said that leadership roles within each business unit have not changed.

BNY Mellon Wealth Management Names Senior Client Strategist

Prior to joining BNY Mellon Wealth Management, Shaun was a managing director at Umpqua Wealth Advisory, serving as chairman of the investment committee and leading the development of Umpqua's investment strategy, portfolio recommendations and portfol

Northern Trust Strengthens Florida Wealth Advisory Team

She will be based in the Naples Parkshore office

Andersen LA office adds to commercial practice

She served on the executive committee of Loyola Marymount University’s advisory board for the accounting undergraduate and graduate schools.

J.P. Morgan Atlanta Manager Exits

J.P. Morgan has been building up the brokerage unit for wealthy individuals that it inherited when it acquired the failing Bear Stearns Cos. during the financial crisis.

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