Managers of Wealth Americas

Morgan Stanley Nabs $1B Team From UBS

Their combined assets under management at UBS were about $1 billion, with $10 million in annual revenue.

Former Global Group Head of Blackstone Alternative Asset Management, John McCormick, Joins Growth Credit Partners as Senior Advisor and Investor

Under his leadership, BAAM achieved record financial results, and he was instrumental in launching Blackstone’s data science initiative.

NewEdge Advisors Snags $1.4B Florida Team From Merrill Lynch

The team of six advisors in Destin, Fla. will use Goldman Sachs for custody.

Tom Ruggie on wealth management and innovation

Tom Ruggie shares insights on leadership, strategy, and mentoring in wealth management.

Principal Asset Management℠ Appoints Matthew Peron as Deputy CIO of Equities

In addition, he will play a key role in shaping the overall strategy for the equities platform globally at Principal, ensuring alignment with long-term client objectives and enhancing risk-adjusted returns.

PGIM Fixed Income Hires Oliver Nisenson as Head of Asset-Based Finance

Nisenson to lead continued growth of firm’s private asset-based finance platform

Barclays Continues Strategic Investment in Financial Sponsors Group

Jason Short rejoins the bank to lead financial sponsor client coverage on the West Coast

Osaic Names Saumya Bhavsar as Chief Legal Officer and General Counsel

Meta FinTech’s former head of legal and vice president will steer strategic legal direction as Osaic embraces next phase of growth and innovation

A key Citi transformation MD leaves for problematic payments fintech

Prior to that, he was a Wells Fargo MD and had stints at both Goldman Sachs and JPMorgan

Saranac names joint CEOs and adds ex-Citi Private Bank CEO to board

RIA veterans join leadership team at specialized brokerage Cache

Also joining is Shang Chou, CQF as head of institutional solutions, having previously been with Tema ETFs as chief revenue officer.

Linda Osterman is Promoted to Senior Managing Director

She previously worked at Mellon Bank, NA, and Summit Bank in similar residential lending positions.

Easterly Asset Management Appoints Joshua Schachter as Chief Investment Officer of Easterly Snow

Schachter steps into role after 25 years of investing alongside longtime CIO, Richard Snow

360 Privacy Announces Strategic Executive Appointments Following $36 Million Growth Investment

Key Executive Hires Accelerate Growth Strategy and Enhance Security Intelligence Capabilities

Wellington Management Deepens Commitment to Wealth Channel With Senior Leadership Hire

Christina Kopec Rooney joins to lead US Wealth

New hire will help wealth management firm serve women

Her hire reflects WSP’s growing commitment to an underserved demographic in the financial sector.

BlackRock Nominates Gregory Fleming and Kathleen Murphy to Board of Directors

BlackRock’s approach to board composition emphasizes the importance of deep industry expertise

Waterfall Asset Management Appoints Keerthi Raghavan as Co-Chief Investment Officer

He's been a great colleague and friend, and we wish him continued successes in his future endeavors.

Truxton Wealth Strengthens Advisory Team with Key Promotions

She also holds the Certified Trust and Financial Advisor (CTFA) designation and is a member of the Middle Tennessee Estate Planning Council.

UBS hires RBC Capital biotech bankers in U.S. health-care push

Noël Brown will become head of biotechnology at UBS, while Tim Chung and Alex Lim are both joining as managing directors

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