Managers of Wealth Americas

LPL Financial and IHT Wealth Management Welcome Kurt Yndestad

Read about other firms that recently joined LPL in the LPL Financial News and Media section of LPL.com.

Four Senior Wealth Managers Join First Republic in Los Angeles

They will be based in Century City, California.

Rockefeller Capital Management Appoints Shelly Lazarus, Marty Mannion as Independent Directors to Board

As we continue our efforts to create a new kind of financial services advisory firm, we are pleased that Shelly and Marty will bring their deep and diverse experiences to our Board,” said Gregory J. Fleming

Tocqueville Asset Management boost wealth team

He has nearly 20 years of experience in the industry.

RBC Names New Recruiting Head for U.S. Wealth Business

She also oversaw credit strategies and business development for the bank-owned wealth management firm.

Veris Wealth Partners Names New COO

Cohn Rupp has a bachelor's degree in politics and philosophy from the University of Bristol

Asset manager boosts wealth team

He will work with the group in all facets of its business, with specific focus on managing equity and balanced strategies.

KKR appoints senior advisor

He appointment follows a career spanning both the public and private sectors.

Cresset Hires Three New Partners

Michael Pinckney also joins Cresset as a partner and wealth advisor for the Chicago office.

Vistra Bolsters Its North American Client Services and Sales Teams

The appointments are part of Vistra’s efforts to bolster its client services and sales teams in North America as the organisation expands its capabilities and presence in the region.

Cartica Management Names Managing Director of ESG and Sustainability

Ms. Ahern has more than 15 years of experience, with a proven track record of success in the areas of ESG management, social impact diligence, and corporate responsibility.

Morgan Stanley Shifts Senior Management in New England

Swartz, who had been complex manager of the firm’s High Street location, adds two other legacy Smith Barney branches on 53 and 28 State Street.

Lodgepine Capital Management names president

Slade comes to Lodgepine from Hamilton Capital Partners

Morgan Stanley Hires Merrill Pair from Private Wealth Mega-Team

His title of managing director generally indicates a broker who produces at least $2.5 million in annual revenue, according to a person familiar with Merrill’s compensation plan.

Wilmington Trust adds wealth advisors in key U.S. markets

In addition to promoting team engagement and partnership, this ‘relationship-led’ model provides greater consistency from market to market, and enhances our ability to recruit and retain top talent.

Bridgewater Deputy General Counsel Joins Board of Reynen Court

Sylvia Khatcherian is deputy general counsel for hedge fund giant Bridgewater

JTC announces Head of New York office

With her appointment coinciding with the office’s fifth anniversary this year

Swiss private bank poaches five-person team from Credit Suisse for Brazil biz

Hiring Credit Suisse's Jorge Torea, a managing director within its Brazilian unit who has been with the firm for 14 years, alongside four other members of his team, according to a source familiar with the matter.

Revolving doors: US & City firms target Simmons & Simmons as Ashurst makes hires

Co-chair of Lathams’ corporate department Nick Cline commented: ‘Chris has a terrific blend of transactional and regulatory experience that will be of great value to our clients in the UK and globally.’

VCIA adds two to board of directors

He is also the lead client executive on a portfolio of captive insurance companies, both pure and group.

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