Managers of Wealth Americas

Morgan Stanley, Wells Fargo Lose Teams to Independent Firms

Its recruiters have been cold-calling wirehouse brokers on the East and West Coasts with a deal that includes a 60% payout

Calamos Wealth Management Nabs $400M Team from BMO Private Bank

Keating was a director and senior portfolio manager at BMO for 19 years, according to the press release.

Ernst & Young names new CEO and global chairman

He leads the execution of the strategy for EY

Indosuez Wealth Management names new global head of Americas

“Frédéric’s international experience and his extensive banking expertise will benefit the bank in developing synergies between all of Crédit Agricole group’s businesses in the region.”

UBS's Swett Wealth Management Group Expands

All of whom are current employees of UBS and were internally recruited by the team's Managing Director, Jeffrey Swett.

Private Bank Hired Veteran Wealth Management Leader

Fifth Third Private Bank-Florida Named Heidi Colgate-Tamblyn as Senior Vice President and Director.

Admiral Capital Group Adds Minnie Allison as Senior Asset Manager

Allison will focus on asset management across Admiral’s multifamily, office, retail and hospitality assets, and will also lend her expertise to support the firm’s acquisitions efforts.

JPMorgan Chase names new leadership, division in corporate investment bank

Marc Badrichani becomes the head of global sales and research.

Odgers Berndtson Names Head of U.S. Marketing

She joins the firm from Russell Reynolds Associates, where she was senior marketing manager of the Americas.

Wells Fargo loses more brokers, this time to First Republic

First Republic, meanwhile, has been aggressively courting high-end talent from competitors, particularly those at wirehouses.

Bank of America’s Investment Banking Head Steps Down

De Giorgi will step down next month handing over the responsibilities to two co-heads.

Two Morgan Stanley Managers Leave Private Wealth Unit

A Morgan Stanley spokeswoman confirmed the departures to the website but declined further comment.

BNY Mellon Wealth Management names Senior Wealth Director

Prior to joining BNY Mellon Wealth Management, LaDieu was a Senior Private Banker at BBVA Compass for five years, where he earned the Pinnacle Club honor twice.

Benoit and McCartan Join Archer

Christina Benoit, an experienced investment middle office effectiveness consultant, joins Archer from Accenture to work with investment managers seeking effective business growth.

Duane Morris names co-chairs of private equity group

“They will bring some fresh and exciting ideas to the business, and will exert their energies to growing the division both organically and through key lateral hires.”

DE Shaw taps veteran as co-head of traditional investment operations

Quantitative pioneer D.E. Shaw will have a new co-leader for institutional asset management.

AIG Board of Directors Election

We are pleased to add Tom as a new Director

Freedom Bank Implements Market Expansion

Freedom Bank is excited about the dynamic growth opportunities in Prince William County

Ex-UBS managed portfolio head joins Edward Jones

At UBS, Regan was head of managed solutions and portfolio guidance, where he had oversight of discretionary management and manager research.

BNY Mellon Wealth Management Name A Senior Wealth Director in Dallas, Texas

The Pinnacle Club is the bank's highest distinction for exceptional performers.

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