Managers of Wealth Americas

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.

Capitol Securities appoints Former Wells Fargo advisor to Regional office

Ted has 22 years of experience beginning his financial services career with Merrill Lynch in 1996.

Sentinel Trust Announces New Chief Investment Officer

Todd joins Sentinel Trust from Athena Capital Advisors

Evercore appoints Senior MD in Canadian Investment Banking Business

Mr. MacNiven has been a trusted advisor in the Canadian market for sixteen years

Hamilton Lane Appoints Chief Technology Officer

Prior to Hamilton Lane, Mangos was Chief Information Officer (CIO) at Brandywine Global Investment Management

Boston Private Names New West Coast Leader

Longley’s prior roles include CEO of Citi Private Bank North America and Head of Private Wealth for BlackRock iShares

Capitol Securities realigns its Metro New Jersey-New York Region

Rich Cioffi has over 22 years' experience in the financial service industry, starting his career on the floor of the NYSE.

BNY Mellon Wealth Management Appoints Regional President in Philadelphia

Prior to his role at Bessemer Trust, he was a Market Manager and Managing Director at JPMorgan. Lillis also has held various leadership positions within the JPMorgan Private Bank.

WisdomTree appoints Chief Investment Officer – Model Portfolios

Welch to lead Company’s Asset Allocation Team and Investment Committee and further strengthen model portfolio initiative

International Value Advisers Announces Senior Promotion

Regarding the promotion, IVA’s Managing Partner Michael Malafronte said, “These steps are the result of careful planning and consideration between our two portfolio managers and the firm’s owners.

SignatureFD Expands Charlotte Team

Maybry has over 20 years of experience in advising high-net-worth clients and their closely held businesses.

Andersen appoints MD of New York Office

Her experience spans many tax areas including estate plan reviews and strategies, pre and post transaction planning, qualified small business stock planning, philanthropic considerations and state residency planning for individuals and trusts.

Discover Names new Chief Financial Officer

He joins the company at an exciting time as we increase our investments in the people and technology that enhance our operating model and continue to help us exceed our customers’ expectations.

Clyde & Co partners quit in solidarity with suspended colleague

Collins told Legal Business, "It will be a marine trade, commercial litigation boutique firm and a lot of detail is still up in the air as far as that’s concerned."

Blackstone bolsters portfolio management and investment research team

Mr. Chan was previously managing director, global portfolio solutions, at Goldman Sachs Asset Management, the news release said.

Schiff Hardin expands Private Clients, Trusts and Estates Practice

Prior to working at leading financial services firms, Liss was a partner at the international law firm Withers Bergman LLP, where he built a domestic and international private client practice.

Samir Pandiri Elected to the Board of the International Securities Services Association

His experience and global outlook, coupled with his deep technology and operations expertise, will provide a strong perspective in helping further ISSA’s mission

Great Rock Capital expands origination team

Bloom joins Great Rock Capital with 20 years of Asset-Based Lending origination and credit experience.

Leading commercial litigation funder adds to investment team

The team’s newest hires are highly qualified in their respective fields

Citizens Further Expands Corporate Banking Capabilities by Adding West Region, New Midwest Leadership

David Musicant hired as Citizens’ first West Region leader, Jim Malz to serve as new Midwest Region leader and Ohio President

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