Managers of Wealth Americas

Carson Wealth Nabs $500M Wells Fargo Team: Recruiting Roundup

LPL has added a team from Wintrust Investments with $640 million in assets to its hybrid platform.

Goldman Sachs poached JPMorgan's head of data engineering for the investment bank

Six months can be a long time though, and JPMorgan made some big machine learning hires last year - adding Manuela Veloso in May and Apoorv Saxena in August.

Goldman's $US500 million lawyer is ready to call It quits

The exit of former CEO Lloyd Blankfein last month handed the long-time legal chief a mantle held by few: nobody at the firm today owns more of its stock than Palm, with a kitty of a million shares.

Truxton Trust Adds Veteran Wealth Advisor

He is a past board member of the Financial Planning Association of Middle Tennessee and member of the Middle Tennessee Estate Planning Council.

MetLife Names Khalaf CEO, Kandarian to Retire

The new CEO takes over at a time when insurers are bracing for elevated payouts to owners of long-term care policies

One of SoftBank's favorite tech bankers has left Goldman Sachs after 18 years

Holden was most recently the bank's vice chairman for investment banking in Europe, the Middle East, and Africa

Saul Van Beurden Named Wells Fargo’s New Head of Technology

As Wells Fargos head of Technology, Van Beurden will lead the companys technology and information security teams.

Janney Welcomes 16 New Hires

We’re proud to welcome these talented professionals

Piper Jaffray Expands Technology Investment Banking with Hiring of Robert Berstein

While at DCS, Berstein co-founded and led the internet and digital media practice for the firm.

Fireman Capital hires ex-Bank of America Merrill Lynch executive Wes Mendenhall

Mendenhall served as an active duty paratrooper in the U.S. Army 82nd Airborne Division.

Wayne M. Hewett Joins Board of Wells Fargo & Company

Their collective efforts have positioned the company well to continue strengthening risk management oversight and practices

Mercer appoints Calgary wealth business leader

Field joins Mercer from ATCO Group, where she was most recently vice-president of HR.

Merrill’s PBIG Hires Wife of Broker Fired for Excessive Trading

Her hire is heartening some lawyers, brokers and recruiters who complain that brokerage firms have become over-cautious in their sensitivity to compliance and reputational issues and who also applaud its significance for women’s career autonomy.

Washington Trust Announces New Private Client Group

Confessore Leads Team Which Includes Former RISCPA President Bob Mancini

Citi Private Bank names CIO and chief economist

Wieting will retain his current role as chief investment strategist, which he has held since May 2013.

BMO Financial Group Announces New Financial Crimes Unit

The Financial Crimes Unit brings together existing capabilities around cybersecurity, fraud, and physical security from across the enterprise into an integrated central function.

Blank Rome Welcomes Accomplished Corporate Partner in New York

“The Firm has been recognized time and time again for their work in corporate law and M&A transactions, and I could not be more excited to join a group of such talented and dedicated attorneys.

HighTower Names Industry Veteran Bob Oros as New CEO

With $60 billion in client assets and 92 advisor teams, HighTower has expanded rapidly in the years following its founding 11 years ago.

Bank of America's co-head of EMEA equities trading quietly moved to New York

His move was not reported at the time. In his new role, Sanders is understood to be heading execution services trading for the Americas region.

Leading Investment Banker Joins Clifford Chance

Prior to joining the Firm, he was managing director and head of Real Estate, UBS Investment Bank – Private Funds Group

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