Managers of Wealth Americas

Artisan Partners International Value Group Update

The new strategy represents a natural expansion of degrees of investment freedom for the International Value Group.

Vistra expands North America Funds team to sharpen customer focus and deliver progress without friction

Vistra recognises the growing need for cross-border solutions among clients in the USA and Canada

WSFS Expands Private Banking Team with Hire of Andrea Kelly as Senior Vice President, Senior Private Banking Relationship Manager

Before joining WSFS, she spent most of her career in Wealth Management at Wells Fargo, Citizens Wealth Management, and most recently, BNY Mellon.

Bank of America taps former BNY Wealth Pittsburgh president to lead private bank

BofA's private bank is focused on wealth structuring, investment management, banking and credit needs.

Aon names new MD for reinsurance solutions in Latin America

Before joining Aon, he served as Head of Reinsurance at GNP Seguros

Easterly adds UBS, Brevan Howard execs

Easterly’s offering set includes private real estate and infrastructure as well as private equity.

LPL Financial welcomes Morristown Wealth Management

They reported having served approximately $340 million in advisory and retirement plan assets* and join LPL from Raymond James Financial Services.

Robert Paxton named Managing Director of Charles Taylor’s Canadian operations

Paxton joined Charles Taylor in 2017 as Vice President of Strategy & Performance

Gresham Partners Names Stephen Czocher Partner

In this role, he also developed a robust network of high-quality resources to meet client needs beyond traditional financial services while serving as a Wealth Manager for several multi-generational families.

ZEDRA appoints Chris Bouwman as Managing Director of South Dakota office

With over 20 years’ experience in the financial services industry, particularly within the trust sector, Chris brings a wealth of expertise and strategic insight to his new position.

Broadridge appoints Djamila Cosme-Bayoud as premier account leader and senior country officer in Fra

Based in Paris, Djamila will lead the global relationships for Broadridge’s strategic accounts in France.

Family Office Networks Relaunches with Peter Apostol as CEO

A Peer-to-Peer Networking and Lifestyle Platform Designed for Family Offices

Perigon Wealth Management Enhances Leadership Team to Support Continued Growth

San Francisco-Based Firm Brings Aboard New CFO, and Adds Two New Management Positions to Enable Continued Strategic Expansion and M&A Activity

Andrew Smith Named Head of CRE Debt at Bayview Asset Management

Smith joined Bayview in July 2024

Northern Trust Announces Wealth Management Leadership Changes

Earlier in his career, De Vita served as President of Northern Trust's Pacific Northwest Region and Private Client Service Segment Leader.

State Street taps BNY exec as head of digital assets

Vanessa Fernandes, a 25-year financial services veteran, will report to Donna Milrod who has been overseeing digital asset solutions since Nadine Chakar, the unit’s head, left in January 2023.

BrightSphere Appoints Kelly Young as President and Chief Executive Officer, Announces Rebranding as Acadian Asset Management Inc.

Kelly Young to become CEO and Director

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