Managers of Wealth Americas

Andersen Global Announces Expansion of Global Board

The global association has a presence across seven countries throughout the continent, with plans for continued expansion within the region in the next 12 months.

Wilshire Funds Management Enhances Growing Alternatives Business with Senior Hires

I look forward to working alongside Jason and his team to further enhance the firm’s already strong alternatives offering, and am excited about what we can deliver to Wilshire’s clients.

The Carlton Group names new CEO

The Carlton Group was one of the first mortgage finance companies to broker securitised loans, and in 1998 right before Campbell was joining, the firm put a major emphasis on raising equity capital.

RBC GAM adds to US distribution team

In his eight years at T Rowe Price, he helped to build one of the company’s leading defined contribution and sub-advisory businesses.

Nomura Hires Florian Bita for CLO Origination and Syndication in the Americas

Gordon Sweely, Head of Securitized Products Americas, said: “I am pleased to announce Florian’s decision to join the Nomura team.

Boston Private Enhances Private Lending Services with Strategic Hire

We’re thrilled to welcome Karen to Boston Private

Marcus Schenck Joins Perella Weinberg Partners as Partner

Marcus Schenck has more than 20 years of experience serving in various senior executive roles at leading companies, financial institutions and top advisory firms.

Transamerica Selects Timothy Jones as Head of Innovation

He will report to David Hopewell, Transamerica's Chief Data and Innovation Officer.

RBC Hires Another Wells Manager, This Time in California

Bruce Meyers, a producing manager who had been running Walnut Creek since RBC combined it and an Oakland office into expanded quarters in May, has returned full-time to production

Raymond James recruits MD for consumer investment banking practice

Raymond James has named John Barrymore as a managing director in the firm’s consumer investment banking practice. Previously, Barrymore worked at Duff & Phelps in New York where he led the firm’s food and nutrition M&A practice.

Berkshire Hills Announces CEO Transition

Appoints Richard M. Marotta Chief Executive Officer, Appoints Sean A. Gray President of Berkshire Bank

My Merrill Lynch “Grand Experiment:” Breakaway Advisor Reveals Reasons for Curious Move

New-York based Navis aims to create “highly personalized” financial plans and strategies for high-net-worth individuals and their families.

TigerRisk Capital Markets & Advisory Appoints Vice Chairman

He was previously at Morgan Stanley where he was Managing Director and Head of Insurance M&A.

Bitfury Hires Former SEC Commissioner & Seasoned Investment Banking Executive

Two years ago, Dresch co-founded Korelya Capital with his business partner Fleur Pellerin. Korelya is a $230 million private equity fund focused on EU’s tech companies that show great potential.

Wells Fargo Loses 11 Advisors to These Rivals

These advisors are telling us they want the freedom to serve their clients as they deem most appropriate to their needs.”

RayJay hires Deutsche WM vet for top role

Prior to his most recent roles at Deutsche Bank Wealth Management he was the head of asset allocation and quantitative analysis.

Goldman Sachs boss sacked 15-year veteran on maternity leave

The employee detailed her dismissal in a 2017 gender discrimination complaint against Goldman

Mayer Brown’s global promotions hit seven-year high

The appointments are effective January 1, 2019.

Four Partners Join King & Spalding with Regulatory Expertise from FINRA

All four partners served as senior attorneys with the Financial Industry Regulatory Authority (FINRA) Department of Enforcement.

Brad Hearn named president of Prudential Advisors

Hearn holds an executive MBA from Arizona State University and a BS in finance from the University of Arizona.

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