Managers of Wealth Americas

Caitlin Morgan launches Vermont office, names senior captives head

Prior to Hylant, he was director at JLT Towner Insurance Management.

Hermès Wealth Strategies Chooses Integrated Partners; $170M CA-Based Advisory Team Becomes 37th Regional US Office

Hermes is led by Jeremy Commeret, a French-born financial advisor serving 300 clients, in his fifteenth year in business. The newest advisor and regional office to join Integrated is located in the Central Valley, CA and serves farmers, business owners an

IQ-EQ Welcomes New Group Head Of Private Wealth, Steve Sokić

A Canadian native, Steve began his career in Toronto and gained significant experience over a decade as a trusted tax advisor with one of the ‘Big 4’ accounting firms

Societe Generale expands Global Markets division

These appointments will be effective in Q3 2019.

Wells Fargo reportedly approached the co-CEO of the world's largest hedge fund about becoming its CEO (WFC)

Murray is co-CEO of Bridgewater, alongside David McCormick, while Ray Dalio, who founded Bridgewater in 1957, is now co-chief investment officer and co-chairman.

Natixis hires CIO for U.S. multiasset business

Mr. Sharpe was a portfolio manager and managed multiasset class funds at Fidelity Investments until mid-2017

Bank of America appoints upstate New York leader

Janicki is directly responsible for his team's performance as it relates to prospecting and acquiring new small businesses, as well as maintaining and strengthening existing client relationships.

Santander's Mexican unit announces that chairman of board to leave post

Santander last month offered to take full control of its Mexican business through a 2.6 billion euro ($2.9 billion) all-share deal as it chases potentially higher returns in Latin America.

Advisor Team David Zoll and Sarah Pifer Join Treasury Partners at HighTower, Adding $400 Million in Client Assets to Growing Practice

Treasury Partners is a regular recipient of industry accolades.

Matrix Private Capital Group adds two wealth advisory partners in Chicago

Matrix Private Capital Group (Matrix) has appointed Scott A Weissman and Thomas B as Wealth Advisory team Partners in Chicago.

Trust and Estate Litigator Rebecca Klock Schroer Rejoins Holland & Hart

With her focus on trust and estate litigation and administration, Schroer strengthens Holland & Hart’s growing Private Client practice.

Samuel R. Chapin Joins Rockefeller Capital Management as a Senior Advisor

Chapin was most recently Executive Vice Chairman of Global Corporate and Investment Banking at Bank of America Merrill Lynch.

Raymond James strengthens its leadership with Montreal Branch Manager Appointment

Ms Haimson joins Raymond James after a 20 year career of senior executive roles in wealth management at a major Canadian bank.

Citi North America Private Bank names unit chair

An internal search for her replacement will begin this week after the job is posted.

Morgan Stanley $6 Billion Wealth Team Departs to Woo Rich Texans

Jason Fertitta is the president of the new firm, which has partnered with Dynasty Financial Partners, according to a statement Monday.

Fidante Partners appoints head of product

Responsible for research and development of firm's product range

Oppenheimer & Co. Inc. Appoints Peter Ulbrich as Branch Manager of Birmingham and Grosse Pointe Branches

The Financial Advisors in the Michigan branch offices specialize in helping business owners, young professionals, and retirees achieve their financial goals.

Bank Leumi USA Appoints Head of U.S. Private Banking

Zaremsky previously served as Regional Head for New York Private Banking

Raymond James names new group COO

Prior to her current role, Jenson was a managing director in UBS Financial Services’ Chicago market, where she was responsible for business development, risk management and recruitment.

Soros fund’s new leader upends firm in strategic overhaul

Investment chief Dawn Fitzpatrick’s tenure atop $25bn family office marked by turnover and sweeping change

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