Managers of Wealth Americas

Sverica Capital Management makes two promotions

With over 11 years of experience in the private equity space, Harstad joined the Sverica San Francisco office 2011.

Global funds network appoints Vice Chairman to lead American expansion

Kramer will spearhead the firm’s strategy for expansion across the Americas, leveraging his more than thirty years of experience and expertise in the asset management and asset servicing industries.

Ex-Merrill Lynch FA Who Quit Over Alleged Lobbying Improprieties Finds New Home

Dwyer has seven customer disputes on his record dating back to 2001.

Justin Gmelich Elected to MarketAxess Board of Directors

Mr. Gmelich has had a distinguished career in credit markets

Citigroup Investment Banking Head Leaves as Wall Street Retreat Continues

The head of Russian equities has left in the latest investment retreat for a U.S. bank.

KKR Announces Leadership of Flagship Private Equity Businesses

In the Americas, Pete Stavros and Nate Taylor have been promoted to co-lead the Private Equity business.

LPL Financial Welcomes Advisor Joseph Mazzucco, Stonebrook Wealth Management

Mazzucco takes a highly personalized approach to providing investment and retirement advice to individuals, families, corporate executives, medical professionals, small business owners and retirees, with most of his clients based in New York and South Flo

Kestra Financial Welcomes Newly Formed Team of Experienced Advisors

Three seasoned advisors have banded together to establish Noble Wealth Advisors

Boston Private Names Head of Strategic Business Development

Mr. Dwyer will be reporting to Mr. Simons. Mr. Dwyer earned his MBA from the University of Miami and a B.A. from Providence College.

Combined Insurance Announces Two Senior Leadership Appointments

Goodwin leads Combined's individual and group underwriting team

Income Research Appoints Chief Executive Officer

Bill O’Malley to serve as CEO of the $75 billion fixed income manager; he will be supported in the role by an Executive Chairperson, Co-CIO, and COO

Bank of America Is Now Hiring in Blockchain, Not Just Filing Patents

A recently closed ad on LinkedIn also suggests the bank has plans to use Ripple’s distributed ledger-based payments network in some form.

Citigroup names new global co-heads of equity capital markets

Appointments come as industry faces declining ECM fees

Bank adds three executives to wealth management, financial services teams

Centennial Bank welcomes Roger Martin, Gessie Lipscomb and Carla Schoolfield to its Tampa office.

BlueMountain co-founder Stephen Siderow to leave by year's end

The firm is also beginning the process of liquidating its Blue Mountain Credit Alternatives Master Fund, a multistrategy hedge fund with about $2.5 billion in assets under management as of Sept. 30.

AIG Names Chief Executive Officer, First Principles Capital Management

Mr. Panagakis said, “Joining FPCM at this time presents an exciting opportunity to partner with the broader AIG Investment organization.”

Sionic Hires Morgan Stanley’s James Monahan to Lead New Global Asset Servicing Team

We are excited that he has chosen to join Sionic and look forward to working with him in collaboration with the rest of our expert teams to development our asset servicing specialism worldwide.

Adam Found Re-Appointed as C.D. Howe Institute Metropolitan Policy Fellow

The C.D. Howe Institute consistently spearheads high-quality and timely research on relevant public policy matters.

Senior prime services staff said to be hit in UBS's U.S. layoffs

UBS is understood to have cut a small number of staff from its equities business globally.

Financial Poise Editorial Board Chair, Ron Diamond, Named Chairman of the Board of Lifestyle Global Brands

Financial Poise™ congratulates Family Office Editorial Board Chair Ron Diamond on his appointment to the Board of Directors of Lifestyle Global Brands.

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