Managers of Wealth Americas

State Street Appoints Spiros Giannaros as Head of Platform Strategies

Prior to joining IHS Markit, Giannaros spent 15 years at Charles River Development

Invesco expands US offshore team

Invesco's US offshore unit is now part of its EMEA retail distribution unit with Baughan reporting to Íñigo Escudero, head of distribution for Iberia and LatAM at Invesco.

BIP Wealth Appoints COO

Smith Offers Extensive Leadership Experience to Support Atlanta Wealth Management Firm's Continued Fast Growth

B. Riley brings in $181M duo from Raymond James

“Advisors across the country are responding to our boutique wealth management model where they can enjoy a small firm culture and a unique product mix with the valuable resources a large firm can provide,” Craig Pirtle, managing director of B.

Neuberger Berman raids AllianceBernstein for intermediary EMEA and LatAM head

Reporting to Dik van Lomwel

Raymond James hires three wirehouse veterans with $487M

Raymond James’ newest hires are industry veterans. Advisor Bill Miller has 25 years of industry experience, including stints at UBS and Prudential, according to FINRA BrokerCheck records.

Goldman Sachs to hire 200 advisers to bolster wealth business

It is not clear if the hiring push will focus solely on clients in the US or Latin America or have a more global reach.

UBS Loses FAs Collectively Managing $365 Million

In addition, a veteran financial advisor has left UBS for Raymond James, according to Raymond James.

Broadridge recruits BNY Mellon’s former asset servicing chief

“Samir will help us continue to expand our international reach in support of our goal to provide industry solutions for critical but non-differentiating solutions to financial services companies around the world.”

Savant Capital adds five to Chicago area team

Martin Perdoux joined Savant as a financial advisor in its Wilmette office.

Janney Expands Capital Markets Group

We’re honored to join Janney’s Capital Markets Group

Raymond James recruits Gitkin as MD

Raymond James has appointed Andrew Gitkin as managing director and co-head of the firm’s healthcare investment banking practice. Previously, he worked at Piper Jaffray where he led the West Coast biotech investment banking practice.

Blucora names industry veteran as President of Wealth Management

Financial Industry Veteran Will Head Blucora’s Leading Tax-Smart Wealth Management Business with $66 Billion in Assets

Lazard Announces New Financial Advisory Leadership in Brazil

Mr. Pereira joins Lazard from Goldman Sachs

Paul Marino Joins Facet Wealth as Head of Advisor Partnerships

At Facet, Marino will employ his keen understanding of the challenges and opportunities in the RIA space to forge enduring and value-aligned partnerships with advisors seeking an effective, responsible referral destination and opportunities to grow throug

People Moves