Managers of Wealth Americas

UBS Hires $2.7 Million Merrill Lynch Team in Northern California

McCallion who also works in Greenwich, Conn., is a 20-year Merrill veteran who was managing $391 million at the firm.

Rockefeller Hires Morgan Stanley Chairman’s Club Broker in New York

Rockefeller is run by former Morgan Stanley and Merrill Lynch executive Greg Fleming, who has larded his management and recruiting team with former executives from the wirehouses.

James Patrick & John D'Amico Appointed as Financial Advisors of Mill Valley UBS Office

$440 million team moves to UBS

BWF's Bond Lammey to Lead Apra

For 30 years, Apra has been committed to serving, representing and advancing the professionals and practices that enable the philanthropic success of institutions that rely on fundraising for achieving their missions.

AIG Names Head of Retail Property, North America General Insurance

He will be based in New York and report to Ken Riegler, President of North America General Insurance, Product & Field Management.

R. Martin Chavez, Senior Goldman Sachs Executive, Will Retire

Over the past year, Mr. Chavez has led an overhaul of Goldman’s trading technology, part of an effort to help the firm better serve corporate clients.

4Front Expands Finance Team With New CFO, Other Key Appointments

New hires reflect 4Front's prioritization of balancing entrepreneurial spirit and agile leadership with demonstrated capabilities and applicable experience

Capital Group Hires Rick Headrick to Continue Growth in Canada

Headrick has more than 20 years of industry experience

Sullivan to replace Pelletier as Prudential Financial EVP, Head of US

Yanela Frias, current Head of Investment and Pension Solutions within the Retirement business, will be promoted to President of Prudential Retirement.

Michael Stickney named chief growth officer at iA Financial

Stickney joined iA Financial Group in 1999

Mercer names Philadelphia office wealth head

The announcement of Cordover’s appointment arrives on the heels of the appointments of Jamil Jaffer and Kaushik Mehta, who in early August were respectively named business leader of Mercer’s Irvine, California business leader of health and the

Janus Henderson expands global emerging markets investment team

Prior to joining Putnam, Graña worked at Merrill Lynch & Co., where he spent four years in the Latin America Investment Banking Group.

MUFG Appoints Head of Global Transaction Banking

Ms. Clark assumes this new role in addition to her current positions as Head of Transaction Banking Americas and Bay Area President

JOHCM appoints CEO for US business

I am excited by this opportunity and attracted by the firm’s investment-led pedigree and entrepreneurial culture

Wilmington Trust Appoints 12 Wealth Advisors and Strategists

New hires represent a significant addition to client-facing force in 2019, an almost 20% increase of staff in key geographies with plans to continue to grow in the U.S. and globally

Basran Wealth Management Group joins Canaccord Genuity

The team, which is now part of Canaccord’s Vancouver office, was previously with RBC DS

G2 Insurance Services appoints director of family office & wealth management

Prior to joining G2, Shirley held senior positions in private risk management at Marsh, Wells Fargo, and, most recently, Lockton Companies.

Bank of America Private Bank Expands

Robert Marrone has joined as a Managing Director, Private Client Advisor, based in Red Bank, New Jersey.

Boenning & Scattergood appoints VP, Private Client Group

Joe will serve as Financial Advisor with a focus on servicing the comprehensive wealth planning needs of high-net-worth individuals, entrepreneurs, and corporate executives.

Andersen Tax Adds Managing Director

Before joining Andersen Tax, Jerry was a Partner at BDO USA LLP, in the firm’s national tax office for ASC 740 & IAS 12.

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