Managers of Wealth Americas

Bank of America names new managing director for D.C.'s Merrill team

He will oversee financial advisers, corporate benefits specialists and private wealth advisers for the local branch of the investment and wealth management business.

AIG Appoints Chief Actuary, General Insurance

Mr. Olsen holds a B.S. in Mathematics from Rensselaer Polytechnic Institute and he is a Fellow of the Casualty Actuarial Society.

LPL Financial Welcomes Blue Line Wealth Management

Seeing everything at once makes it easier to make informed recommendations. And LPL’s scale allows me to offer all these features at a reasonable cost to my clients,” said Frayler.

Northern Trust Wealth Management appoints Director of Business Services

Northern Trust Wealth Management has more than 130 years of experience working with business owners

Artivest Achieves Critical Platform Momentum, Announces Executive Leadership Appointment

Executive Chairman Martin Beaulieu assumes Chief Executive Officer post; will lead Artivest alongside Founder & President James Waldinger as digital platform draws outsized demand and record flows.

Strategic Wealth Partners Grows Its Wealth Management Team

Additions Expand Reach in Wisconsin and Illinois

BTIG Adds Head of Capital Markets

He will be based out of the firm’s New York office and report into Matt Clark, who leads BTIG Investment Banking.

BMT Wealth Management expands team

Edward joins BMT from Wells Fargo

Wealth Management Firm Names Chief Financial Officer

Prior roles for Mr. Weinkle at Dynasty include Director of M&A, SVP of Finance and Head of Strategic Analysis, and Chief of Staff supporting Dynasty’s CEO.

B. Riley Wealth Management Appoints President

We're pleased to announce Chuck's promotion to President of B. Riley Wealth Management

AIG names Deputy CFO, Head of Treasury, Investor & Rating Agency Relations, and Corporate Development

Purtill will oversee AIG’s engagement with key financial stakeholders

Goldman names new head of activism defense team

Mehrotra was tapped after Steven Barg resigned to join Elliott, one of the world's busiest activist hedge funds.

Andersen Tax expands US National Tax Practice

He joins the firm with over 16 years of public accounting experience with subject matter expertise on domestic tax issues, including income recognition, inventory methods, and cost recovery.

Schroders appoints head of Canadian business

She will retain these responsibilities in addition to taking on the new role.

Allen Matkins Continues its Growth Initiative

Ryan is a board member and treasurer of the Noble Vikings Charity

Cincinnati Financial Corporation Expands Board

Before joining the Chamber, Meyer served as member-in-charge for the Cincinnati office of Frost Brown Todd LLC where she focused her legal practice on a wide spectrum of business issues, including counseling and litigating advertising and media law issues

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