Managers of Wealth Americas

Janney Expands Capital Markets Group

We’re honored to join Janney’s Capital Markets Group

Raymond James recruits Gitkin as MD

Raymond James has appointed Andrew Gitkin as managing director and co-head of the firm’s healthcare investment banking practice. Previously, he worked at Piper Jaffray where he led the West Coast biotech investment banking practice.

Blucora names industry veteran as President of Wealth Management

Financial Industry Veteran Will Head Blucora’s Leading Tax-Smart Wealth Management Business with $66 Billion in Assets

Lazard Announces New Financial Advisory Leadership in Brazil

Mr. Pereira joins Lazard from Goldman Sachs

Paul Marino Joins Facet Wealth as Head of Advisor Partnerships

At Facet, Marino will employ his keen understanding of the challenges and opportunities in the RIA space to forge enduring and value-aligned partnerships with advisors seeking an effective, responsible referral destination and opportunities to grow throug

B. Riley FBR Names Jimmy Baker Head of Capital Markets

Mr. Baker will continue to advise issuer clients on creative capital solutions best matched for the current state of the capital markets and captain selling efforts for bookrun transactions.

Jamie Gregory Named Chief Financial Officer of Synovus

Gregory earned a B.A. in Economics from North Carolina State University and an MBA from Duke Universitys Fuqua School of Business.

Raymond James, Kestra Add Breakaway Teams: Recruiting Roundup

Meanwhile, LPL Financial picks up a veteran advisor in Orlando with $275 million, and Bernstein Private Wealth recruits a new advisor in Nashville.

Merrill Duo Managing $571 Million Joins Stifel in Texas

Reese, who was a “resident director” at his former Sugar Land branch, according to his Merrill website, will be branch manager for the new Stifel office.

AIG Appoints Chief Executive Officer, Life & Retirement Funds

Ms. French received a B.S. in business management from the University of Delaware

Alec Ellison Appointed Chairman of OurCrowd United States

For over two years, Ellison has served on the OurCrowd Advisory Board.

Eversheds eyes larger California presence following long-awaited Chicago opening

Benjamin, who will head the Chicago office, only joined White & Case in October, 2018, as part of a six-partner move from Pircher, Nichols & Meeks, while Kai was made up to partner at Kirkland just eight months ago.

BMO Announces Executive Appointments

Expanded Role for Erminia (Ernie) Johannson as Group Head, North American Personal Banking & U.S. Business Banking and Appointment of Mona Malone as Chief Human Resources Officer

Portland wealth management firm names Daigle as equity owner

The firm manages more than $200 million in assets, according to the company’s website.

Goldman Sachs Names Executives in Asia, New York to Top Committee

In February, Goldman announced that Ken Hitchner, chairman and chief executive for Asia-Pacific ex-Japan, would retire after 28 years with the firm.

Wealth Manager Arif Ahmed Joins First Republic

Prior to First Republic, Ahmed worked for Merrill Lynch for 21 years

Leading Investment Manager Joins Nutter Investment Advisors as President

He joins NIA in advance of the June 2019 stepping down of E. Barnes M. Abbott, who has served as CEO of NIA for over 30 years.

James Revels Rejoins KPMG As Partner In Family Offices Practice

Revels, who was formerly a partner and co-leader of the Trust & Estate practice at Citrin Cooperman & Co. LLP, has extensive client service experience

Withers Names Switzerland Partner Next Chair

Justine Markovitz will be the second woman to lead the firm, which was founded in 19th century England and has U.S. roots in New Haven, Connecticut.

Reed Smith appoints commodities partner in New York

Parker adds to Reed Smith’s growing global practice of commodities markets and commodities regulatory specialists with experience in government, trading and financial technology.

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