Managers of Wealth Americas

Merrill Lifers Producing $9 Mln Join Rockefeller in NJ, San Francisco

Three have joined this month from Merrill, including another another $6-million team of four advisors in Dallas.

JPMorgan Hires Former Crypto Exec for Its Payments Innovation Team

JPMorgan is involved in several crypto initiatives, which include JPM Coin, the bank’s digital asset for settling transactions between clients of its wholesale payments business.

RoseAnn Rosenthal stepping down as CEO of Ben Franklin Technology Partners

Rosenthal will officially hand over the CEO title to Nissenbaum on Jan. 11, 2021 and become “CEO emeritus” in a role where she’ll continue to advise the organization.

Beth Lawlor Joins U.S. Bank as President, Private Wealth Management

In this role, Lawlor will be based in U.S. Bank’s New York office.

MOVES-JPMorgan promotes Darahem to lead Brazil business

A JPMorgan spokesman confirmed the contents of the memo.

Bernstein Private Wealth Management appoints MD in New York

This is an opportune time to be joining Bernstein’s New York leadership team as we further our engagement with families on all aspects of their financial health and well-being.

Addepar Appoints Blackrock Alum Swarup as New CTO

Addepar’s platform processes millions of accounts and transactions each day, and integrates natively with a wide range of best-in-class systems using its open platform architecture.

Wells Fargo hires another JPMorgan alum to head wealth management

Wells Fargo announced its intention to hire a new CEO for its wealth and investment management unit back in February.

Pitcairn Names Managing Director Of Client Investment Strategy

New Role Serves UHNW Families and Single Family Offices

First Bank Hires Industry Veteran as Director of Wealth Management

Former J.P. Morgan Chase executive will enhance resources for individual investors as well as family-owned and privately held businesses across Missouri, California and Illinois

Barry Sommers Named Wells Fargo Wealth & Investment Management CEO

Barry is a proven leader with deep experience in wealth management.

Raymond James director fired after Black Lives Matter row

Husband and wife duo threaten to call cops on resident for his support of the movement

Morgan Stanley Names Mercer Exec to Run Graystone Wealth Unit

He reports to Jim Tracy, a Smith Barney veteran who also runs the firm’s “consulting group” managed account business for institutions.

Silicon Valley Bank Hires Chief Information Officer

He will be based in Tempe and report to COO Phil Cox.

Wells Sweeps Nine Brokers from UBS, Morgan Stanley in Past 10 Days

Both Morgan Stanley and UBS exited the Protocol for Broker Recruiting two years ago, severely limiting customer contact information brokers can bring with them to new employers.

$500M adviser team drops Merrill Lynch for Sanctuary Wealth

Muirwood Wealth Partners marks the second team to transition away from the wirehouse in favor of an independent platform this month

Bye, Bye BigLaw: National Co-Chair at Fox Rothschild leaves BigLaw behind for a mid-size powerhouse

Adler has a talent for identifying unseen opportunities involved with business models which thrive and grow in the marketplace.

Green Dot Appoints Chief Executive Officer

He will report to Green Dot Corporation Chief Executive Officer, Dan Henry.

Raymond James gains three advisors with $350M from Merrill Lynch

Raymond James has seen its recruiting efforts pay off, hiring three teams in May, and ten new advisors at the beginning of June.

M&T Bank Corporation Elects Calvin G. Butler, Jr. to Board of Directors

He will add to the voices and views in our boardroom and throughout our company as we continue to support inclusive and equitable opportunities in Baltimore and communities across our footprint.

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