Managers of Wealth Americas

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.

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

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