Managers of Wealth Americas

GoldenTree Asset Management Expands Private Credit Team

He joins GoldenTree from PNC Financial Services, where he served as a Managing Director with responsibilities that included leading their global origination efforts in the technology industry.

Goldman hires investment banker Beitzel from Citi to drive FIG dealmaking

Beitzel will start at Goldman in November after a period of gardening leave, according to people familiar with the matter

Wealth Access Names Andy Zinn as Chief Innovation Officer

Zinn comes to Wealth Access from AllianceBernstein where he was VP of Global Market Data.

Blue Owl Capital Hires PIMCO's John Valtwies to Lead Australian Private Wealth Business

John brings over a decade of experience managing Australian private client relationships across family offices, private banks and ultra-high-net-worth advisory groups

Goldman Sachs AM poaches ETF portfolio manager from JP Morgan AM

Rubio marks GSAM’s second ETF hire from JPMAM in recent months

Reltio Appoints Chief Financial Officer

Former Payscale CFO tapped to further propel Reltio's growth strategy

J.P. Morgan Asset Management Appoints Travis Spence as Global Head of ETFs

Spence to continue global momentum for active ETF business

Chris Ward Joins TD Bank as Regional President of the Mid-South Metro

Ward has more than 30 years' experience in retail banking, commercial lending, consumer and home equity lending, regional banking and credit.

Davis Polk Continues Asset Management Investment with Addition of Partners Andrew Ahern, Alisa Waxman and Luke Eldridge in New York

Andrew Ahern, Alisa Waxman and Luke Eldridge will join Davis Polk as partners in the Investment Management practice in New York.

Chubb Appoints George Ohsiek Chief Accounting Officer; Annmarie Hagan Named CFO of Operations & Technology and Transformation; Mong-Diep "Dee" Le to serve as Chief Auditor

The strength of Chubb's finance organization is evident in the three seasoned executives who are stepping into new roles

State Street names Joerg Ambrosius head of Investment Services

He has been instrumental in driving our Investment Services growth agenda and delivering deep client satisfaction and strong results.

Scotiabank taps Judith Gu to lead equities within global banking and markets

Gu has also held roles at Citadel (senior vice president), and at Morgan Stanley (associate).

Marcel TenBerge tapped to lead RBC Wealth Management’s Southern California Complex

He most recently served as the Pasadena Central Valley Market Executive for Merrill Lynch.

BofA Private Bank Hires Citi’s Palacio in South Florida Push

In this new role, he will focus on growing the firm’s ultra-high-net-worth and family office business development.

Northern Trust appoints global head of stewardship

He previously worked in global custody operations for Northern Trust and JP Morgan Chase.

State Street Names Head of Investment Services

Joerg Ambrosius Appointed President of Investment Services

Stephen Stewart joins Barclays as Head of M&A Execution for Canada

Mr. Stewart has over 15 years of investment banking experience

James Dyson’s Family Office Names New CIO for $18 Billion Empire

Jane Simpson is promoted from deputy role at Dyson’s Weybourne

Merrill Promotes Manager to Lead ‘Flagship’ Fifth Avenue Market

Tomeo is generally well-regarded among the sales force, according to the source, who had known him for almost two decades.

Ari Hadida Joins CV Advisors as Portfolio Manager and Investment Committee Member from Miami-Based Multi-Family Office

New Appointment Builds on CV Advisors’ Strategic Initiatives to Provide Ultra-High-Net-Worth Clients With a High-Touch Single-Family Office Service Platform at Scale

People Moves