Managers of Wealth Americas

NLC Mutual appoints new president and CEO

The board of directors was not only impressed with Jill’s expertise and collaborative style, but also her proven ability to build relationships with a variety of partners

Andersen Tax Expands Practice in Dallas

The addition of the team from Forrester & Co. complements the existing PCS practice in Dallas

BMO Harris Bank Bolsters ABL with Hires in Boston, Atlanta

We are thrilled to have them on board.

Guggenheim Securities expands Industrials Investment Banking Practice

We look forward to his leadership and contributions to our clients as we build upon our successful industrials business and the firm generally.

Ocean Bank Adds Private Client Services Department

Private banking and wealth management have become an increasingly important part of our services, for both domestic and foreign customers.

Nixon Peabody appoints leader to the firm’s Global Finance practice

Amy advises financial institutions who provide fiduciary and agency services to the capital markets.

HSBC boosts Brazil team with Morgan and Itaú advisor hires

The new recruits are the first hires for HSBC’s Brazil team

Industry veteran will assume leadership of the global association of investment professionals

Her deep practitioner experience has been gained at firms ranging from large, global asset managers to start ups, including Marret Private Wealth, State Street Global Advisors and Barclays Global Investors.

Ameriprise Hires Two Merrill RIAs With $202M In Combined AUM

His branch manager is Anthony Zanetti.

River and Mercantile appoints CEO

Faulkner will remain on the Board as an Executive Director and become the Group’s Head of Macro Strategies and Innovation.

PineBridge appoints CTO

Francisco has over 20 years of experience in leading large global technology functions across a range of financial services, including investment management and fund services.

Glue42 appoints Chief Revenue Officer

Simplifying the desktop and supporting specific user workflows is a critical element of the Glue42 platform.

Rockefeller Global Family Office expands team

“Carissa is an accomplished, trusted advisor to sophisticated families, with deep expertise in trust and estates, multi-generational planning, philanthropy and investment advisory.”

Deutsche Bank Continues Wealth Management Expansion

We continue to hire top industry talent as we grow our presence in key markets in the Americas.

Merrill Lynch team managing $220 million moves to Janney

Four-adviser group in Lewes, Del., operates as MCH Wealth Management

Citigroup beefs up investment banking team

The hirings come less than a year after Citigroup combined its corporate lending and mergers-and-acquisitions advisory business with its unit that helps clients raise debt and equity.

Bank of Montreal hires wealth management veteran

Kennedy, 54, who joined the Toronto-based bank last week, will lead a global expansion of the unit, with a team of more than 200 people, the company said Thursday in an emailed statement. She’ll be based in her native Chicago.

Wells Fargo Nabs FAs from Merrill Lynch and Morgan Stanley

In addition, Leo Robinson, an 11-year veteran of Morgan Stanley, has joined Wells Fargo Advisors in Boston as a managing director, according to AdvisorHub, which cites BrokerCheck.

Bank of Montreal hires wealth management veteran

A Chicago native, Kennedy holds an MBA from Loyola University of Chicago.a

$10bn broker-dealer launches Miami offshore business, hires Citi vet

The Fort Lauderdale-based firm has been offering its broker-dealer and back-office advisory services to US onshore advisors since it was formed in 1997.

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