Managers of Wealth Americas

Caspian Appoints Bletchley Park Asset Management’s Lewis Fellas as Advisor

During his career, Fellas has also worked as a portfolio manager at flagship Hedge Funds, Segantii Capital Management

BPL Global recruits Donnie DiCarlo to bolster US presence

Known primarily for his work developing capital relief-driven solutions

UBS Loses Half-Billion Team

“That may mean using acquisition, bringing advisors from large wirehouse firms, or bringing on independents. We are open to any avenue of talent.”

Pictet Nabs Julius Baer Banker

Phua is the first Julius Baer banker to jump to Pictet in Asia.

Wells Fargo Loses $331M Team to Raymond James

Jackson started his industry career at Wells Fargo in 2002 as a private banker and joined Hallick and Spell’s team as a financial advisor in 2012, Raymond James says.

B. Riley Makes Significant Wealth Management Hires

“The diverse investment platform and expanded reach available through our affiliates, combined with the evident culture that manifests here, makes all of us uniquely positioned to deliver end-to-end solutions that meet our clients’ needs.

Former Vice President of The Blackstone Group Joins Kayne Anderson Rudnick

Kevin O'Regan Hired as Senior Wealth Advisor for Wealth Management Firm's Northeast Region

US in the news: Wealth manager makes triple hire

A round-up of the latest people moves and M&A deals in North America

Alex Mason Joins FTV Capital as Partner

He had a successful track record investing in high growth enterprise technology, financial services and health care companies

Nobel Prize-Winner Joins Bond Fund Giant

He is also a Co-Founder and Partner at Fuller & Thaler Asset Management, which uses behavioral finance to manage portfolios of small-cap U.S. equities.

HarbourVest Partners appoints MD

Prior to joining HarbourVest, he was CCO at Vanguard Global Advisors

Janus Henderson Investors hires ex-Blackrock MD for a global head of distribution

Cain brings over 30 years’ industry experience. She was most recently at BlackRock where she served as U.S. and global head of institutional clients, iShares.

Raymond James recruits longtime Arvest wealth managers

Ward did not disclose the amount of assets managed by the three advisers while at AWM, and those assets don’t necessarily follow them to Raymond James.

BNY Mellon Names Subhankar Sinha as Head of Blockchain

She will focus on developing partnerships with startups, accelerators, incubators and business partners to drive enterprise innovation and build ecosystems for all BNY Mellon blockchain initiatives.

BNY Mellon's Pershing names new CEO

He will also join BNY Mellon’s executive committee.

Financial Advisory, Restructuring, And Valuation Expert Marti P. Murray Joins The Brattle Group's New York Office

While at Murray Capital, she played an active leadership role in numerous high-profile restructurings and litigations; her clients included Fortune 500 pension funds, university endowments, private foundations, funds of funds, and high net worth individua

Elaine Powell Joins Rockefeller Capital

She will start with Rockefeller in August 2019

Caitlin Morgan launches Vermont office, names senior captives head

Prior to Hylant, he was director at JLT Towner Insurance Management.

Hermès Wealth Strategies Chooses Integrated Partners; $170M CA-Based Advisory Team Becomes 37th Regional US Office

Hermes is led by Jeremy Commeret, a French-born financial advisor serving 300 clients, in his fifteenth year in business. The newest advisor and regional office to join Integrated is located in the Central Valley, CA and serves farmers, business owners an

IQ-EQ Welcomes New Group Head Of Private Wealth, Steve Sokić

A Canadian native, Steve began his career in Toronto and gained significant experience over a decade as a trusted tax advisor with one of the ‘Big 4’ accounting firms

People Moves