Managers of Wealth Americas

Young America Capital Announces Appointment of Thomas M. Kane, Senior Managing Director

Leads Transportation/Energy Investment Banking

Fairfax appoints interim CFO following sudden death of David Bonham

“The entire Fairfax family mourns the sudden and unexpected loss of our dear friend and partner, Dave Bonham,” said Prem Watsa, chairman and chief executive officer of Fairfax.

Munich Re appoints new US life and health CFO from RGA

“We are confident that he will lead us in the most effective direction, while working simultaneously to support the goals of our clients and stakeholders.”

Mariner Investment Group appoints co-CIO and Head of Liquid Market Strategies

Fisher has more than 29 years of industry experience and 18 years of proprietary trading experience.

Vince Fertitta Joins Sanctuary Wealth as President of Wealth Management

The wealth management veteran began his career as a Financial Consultant at Shearson Lehman Brothers in 1992 before joining Merrill Lynch in 1996.

Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor

“Adding an experienced and dedicated relationship professional like Jaime to our team reinforces our commitment to providing our clients with a high level of expertise and service,” said Ken Pollinger, CEO and Co-Chairman of KFWA.

Goetz Fitzpatrick Expands Its Trusts & Estates Practice to High-Wealth Individuals, Family Offices, and Family Businesses

Manhattan-based Goetz Fitzpatrick welcomes Alison Arden Besunder, Esq. as Of Counsel, adding Estate Litigation and Guardianship capabilities to their Trusts and Estates Department.

Northern Trust Strengthens its Foundation & Institutional Advisors Practice

Prior to joining Northern Trust, Paull served as a fixed income strategist and an account executive focused on institutional clients at Invesco.

At CalPERS, new guy has a lot to prove

Mr. Ruiz will implement what Mr. Meng called the “new ideas that we believe will help us achieve our targeted return and continue to better position our private equity portfolio for the years ahead”

Joel Stephens Appointed head of Regions Capital Markets

Smith continued, “Terry has made significant contributions to the company and to the Charlotte community over the years by investing in our associates and making life better for our clients, and we wish him the best in the future.”

Rockefeller Global Family Office Establishes Its San Francisco Presence with the Addition of Bruce Tenenbaum

Rockefeller’s expansion in San Francisco is the latest development in the Firm’s strategic growth.

Boston Private Adds Managing Director

Prior to joining Boston Private, Maguire worked as the investment and treasury manager at Draper in Cambridge, Mass.

Sandy Spring Bank Appoints New Division Executive of Sandy Spring Private Client Group

Experienced Leader Focused on Personal Client Service and Growth

J.P. Morgan Hires Senior Fixed Income Portfolio Manager

He holds a bachelor's degree in accounting from Fordham University and an MBA from Columbia University.

Synovus names private wealth director for Central and South Florida

Weiden began his banking career with Wachovia in 2006.

Merrill Hires UBS Manager and Former Training Head in New York

Gifford did not respond to a request for comment sent via social media, and a Merrill spokeswoman said she could not immediately comment.

LPL Financial Welcomes Michigan Retirement Advisors

“Our firm’s focus is helping more people take action so they can be prepared for retirement,” Case said.

Spearhead appoints MD, Strategic Relationships

Prior to joining Spearhead, Mr. Fineburg was employed by Greycourt & Co. for twelve years, serving as an advisor on $1.4 billion of discretionary and non-discretionary assets in both US and non-US domiciles.

State Street appoints Independent Lead Director

Fawcett, who was born and has lived in Boston and is a dual citizen of the United States and the United Kingdom, has extensive and diverse global financial services experience.

Markel hires head of North American property reinsurance from Hiscox

Markel, Appointment, Nick Lazarus, North America, Property, Reinsurance, London

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