Managers of Wealth Americas

Amundi appoints head of US fixed income

She headed Standish Mellon's Tax Sensitive and Insurance investment platforms and managed portfolio management, credit research, trading, and client relations.

President of Evercore Wealth Management announced

Jeff Maurer said, "I have worked with Chris Zander for 25 years and know that as President of both Evercore Wealth Management and Evercore Trust Company he will help us continue to grow while never losing sight of our values."

Atria Wealth Solutions Adds Head of Practice Management

This new division will focus on providing advisors with the tools and resources to support their growth and optimize their practices.

Investment giant PIMCO is quietly poaching executives from Blackstone and State Street as it plays catch up in a $5 trillion market

PIMCO launched the first active ETF, but other managers are lining up to encroach on the firm's dominance in fixed income.

Adam Sansiveri To Head Bernstein's New Nashville Private Client Office

Nashville-born Bernstein veteran brings local ties to lead client service for middle Tennessee area

Ladenburg Subsidiary Recruits $180 Million Practice from Ameritas

Ladenburg’s subsidiaries have made several new hires in recent months.

Goldman Sachs is Losing its FX Trading Co-Head to Retirement

Christopher Taendler is departing the firm just two years after making partner.

Rockefeller hires ex-Goldman family office head for top role

“I am thrilled to join Rockefeller Capital Management and the experienced leadership team that Greg has assembled”

Merrill Divisional Head Vince Fertitta Steps Aside

Fertitta’s change highlights the fragility of middle-management positions at large firms and also may indicate a broader management reorganization at Merrill Lynch Wealth, insiders said.

Longtime DLA Piper Partner Becomes First General Counsel of Chicago Wealth Management Firm

Rudnick, a third generation Partner with DLA, takes on a new executive role with Chicago-based financial services firm Cresset Capital.

Goldman Sachs Names Giovanni as Co-Head of Global TMT Group

The promotion comes as Goldman Sachs is bolstering its tech investment banking business, with a focus on Asia.

Former BNY Mellow Legal Exec Goldenberg Joins Reed Smith

Goldenberg additionally served as legal counsel to the consumer deposits team at Bank of America and led the advice and guidance team at Morgan Stanley.

Morgan Stanley Hires Ex-UBS Complex Manager in Southern California

Bigler, who had not been registered as a broker since his exit from UBS, declined to comment.

National Holdings appoints Managing Director, Chief Market Strategist

Before joining AMG, Mr. Horgen founded a private equity firm, Eastside Partners

Bank of America hired a NY equities MD from RBC Capital Markets

Ahead of Brexit in March, banks have been moving teams out of London.

Bryn Mawr Trust appoints Director of Institutional Wealth Management

In addition to years of experience, she has an extraordinary reputation in this arena and her unique insight will be an asset to BMT’s many endowment and foundation clients, and to our many individual clients with significant legacy ambitions.

$1B team defection from Wells Fargo is big win for indie firm

A Wells Fargo spokeswoman declined to comment on the team's departure.

AMG Names Jay C. Horgen as President and Chief Financial Officer

He will continue to report to Mr. Dalton.

One of UBS' top fixed-income executives in the US has left the firm and is investing in marijuana and opening up gyms instead

Swasbrook joined UBS in 2015 from Deutsche Bank

HSBC Qatar appoints Omar Al Ansari as Head of RBWM

With his intrinsic knowledge of the local banking market, and international banking experience with HSBC, he is a very valuable member of the senior management team in the country.”

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