Managers of Wealth Americas

EP Wealth promotes first women partners

The new partners include the firm’s director of financial planning, Erin Voisin; regional director, Lynn Ballou; and operations director, Sherryl Ray.

EPIC Adds Knight, Smiley in Atlanta

According to Maurice Edwards, managing principal of EPIC’s Integrated Risk Solutions Practice, Knight will be responsible for creating and delivering EPIC’s advanced analytical tools.

Stifel recruiting sweep nets advisors with $563M

It’s Stifel’s twelfth branch in the state.

Morgan Stanley’s number two executive steps down

Colm Kelleher’s successor as president will become heir apparent to chief James Gorman

Confluence appoints Senior Global Strategic Account Executive

The past few years have been ones of significant growth at Confluence, but we are not ones to rest on our laurels.

BTG Pactual appoints US offshore leaders

Both are based in Miami, a spokesperson for the firm said.

Mariner Investment Group appoints Chairman and CEO

Arledge previously served as the CEO of BNY Mellon Investment Management

Bryn Mawr Trust Appoints Director of Capital Markets

Mr. Henderson joined BMT from Grayline Partners

UBS Financial Services Inc. New Albany Office Welcomes Patrick Ford

Ford brings more than 30 years of industry experience

Pictet Nabs Julius Baer Team

A private banker focused on Brazil and his team are the latest to defect.

BOK Financial adds new wealth management capabilities with key hires

The key additions continue the growth initiatives in the organization’s agency structured products, pass-through and asset-backed securities.

Morgan Stanley Fills Manager Seats in New York and Florida

To fill the branch holes, wirehouses have been mustering younger managers, often with less extensive client-facing experience, while dispatching more experienced ones, such as Merrill’s Carole Wentz, to strategically sensitive regions.

Deutsche Bank adds another senior trader to its ‘most interesting’ desk in New York

While cutting costs generally, Deutsche Bank has been selectively adding traders, though it seems to be “juniorizing” in equities.

$200m Banco do Brasil banker joins Rio wealth firm

Martire worked for about 20 years at the bank, spending the last 10 years within its private client segment, Valadares said.

JPMorgan to cut hundreds of jobs in asset, wealth unit

"We continue to invest in our business and talent, including hiring top advisers in key markets and expanding our product and service offering."

Trusts and estates lawyer joins Jenner & Block's Private Wealth Practice as a partner

Julie is among the best and the brightest in the legal field

Prominent Trusts And Estates Lawyer Joins Jenner & Block's Private Wealth Practice

We are pleased to add a professional of Julie's caliber and experience to our team.

BNY Mellon appoints Chief Risk Officer

He joins BNY Mellon from Citigroup

Wells Fargo Names Interim Wealth Management Head

The move comes several months after Wells Fargo ended an investigation into alleged gender bias in its wealth management division.

Jefferies Taps Jared Weisfeld as Technology Sector Specialist

Weisfeld joined Jefferies earlier in February from Samantha Greenberg's hedge fund Margate Capital.

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