Managers of Wealth Americas

Golden State Welcomes Wealth Manager

Brian has extensive insurance experience and is in tune with all aspects of protection from setting up legacy planning to coordinating long-term care, depending on clients’ needs.

Chief Investment Officer to Join FBL Financial Group

Whitehead is replacing Charles T. Happel, who is retiring this year.

Wedbush Securities Welcomes Wealth Management Veteran William Brinckerhoff as Managing Director, Regional Executive of the Firm's Central Region

Prior to joining Wedbush Securities, Bill served as a Senior Practice Management Consultant with Morgan Stanley, where he leveraged the firm's solid platform.

Wells Fargo Corporate and Investment Banking Names Jay Bryson Chief Economist

He and his team provide analysis on economic and financial developments in the U.S. and major foreign economies that can assist clients in their business decisions.

Lombard International's US CEO appointed Group Chief Operating Officer

He joined Lombard International in May 2016 as Chief Executive Officer in the US.

Katten Private Wealth Head Joshua Rubenstein Elected to Industry Leadership Post

Rubenstein has received numerous accolades throughout his career.

Wells Fargo Corporate and Investment Banking Names Chief Economist

In this role, Bryson leads the economists and analysts who form the Wells Fargo CIB Economics Group.

LPL Financial and Private Advisor Group Welcome Broadway Graham Wealth Partners

The desire for more independence and control over their business led to their move to Private Advisor Group and LPL Financial.

Perigon Wealth Management Taps Life Transitions Specialist Mary Ballin to Expand San Francisco Area Presence, Leading New East Bay Office

Organized around money-related topics ranging from estate planning to education savings, the intimate events allow participants to raise questions and drive discussion in a safe, collaborative space.

UBS Brokers with $15-Mln Production Leave for Rockefeller, RBC and RayJay

The advisor did not return a call for comment on his motivation for returning to independence after two decades with UBS.

Moelis appointments MD in Global Healthcare Group

He has more than 15 years of investment banking experience

Imperial Capital Names President as it Continues its Expansion

Mr. Sullivan has nearly 25 years of industry experience, and joined Imperial Capital after spending seven years at Jefferies Group LLC

Raymond James adds new managing director of Commercial & Industrial Services division

Raymond James announced it is expanding its Diversified Industrials Investment Banking practice with the hiring of Andy Schwartz.

UBS WM Americas equity head, team and strategies move to AM division

The changes come after an announcement last year that UBS is letting certain wealth management clients access SMAs run by UBS Asset Management for free.

Goldman Sachs Names Ross N.Y. Region Head of Wealth Management

Nicole Pullen Ross was previously head of Mid-Atlantic region

Alpha Capital Partners Hires Senior Jefferies Investment Banker

Munichman, who brings nearly 15 years of commercial real estate finance and investment banking experience to Alpha, will provide existing and prospective clients with a wealth of knowledge in investment management and strategic planning.

Lockton Capital Markets Announces new CEO

Lockton Capital Markets will maintain its strong collaborative relationships with Lockton business sectors, including Lockton Re and retail, to offer high impact solutions for insurers, companies and financial sponsors.

Morgan Stanley Recruits Manhattan Manager from UBS

He will work “alongside” Morgan Stanley’s midtown Manhattan complex manager Damon Gallagher, according to Gaertner’s memo.

Six-Million-Dollar Merrill Team in Dallas Joins Rockefeller

In an e-mailed statement confirming the move, Preston confirmed the size of the team’s books and took an indirect swipe at the pressure that Bank of America-owned Merrill and other wirehouses have put on advisors to cross-sell banking products.

Raymond James names new national director of wealth management

Scott Hudson brings 25 years of experience to the role

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