Managers of Wealth Americas

At CalPERS, new guy has a lot to prove

Mr. Ruiz will implement what Mr. Meng called the “new ideas that we believe will help us achieve our targeted return and continue to better position our private equity portfolio for the years ahead”

Joel Stephens Appointed head of Regions Capital Markets

Smith continued, “Terry has made significant contributions to the company and to the Charlotte community over the years by investing in our associates and making life better for our clients, and we wish him the best in the future.”

Rockefeller Global Family Office Establishes Its San Francisco Presence with the Addition of Bruce Tenenbaum

Rockefeller’s expansion in San Francisco is the latest development in the Firm’s strategic growth.

Boston Private Adds Managing Director

Prior to joining Boston Private, Maguire worked as the investment and treasury manager at Draper in Cambridge, Mass.

Sandy Spring Bank Appoints New Division Executive of Sandy Spring Private Client Group

Experienced Leader Focused on Personal Client Service and Growth

J.P. Morgan Hires Senior Fixed Income Portfolio Manager

He holds a bachelor's degree in accounting from Fordham University and an MBA from Columbia University.

Synovus names private wealth director for Central and South Florida

Weiden began his banking career with Wachovia in 2006.

Merrill Hires UBS Manager and Former Training Head in New York

Gifford did not respond to a request for comment sent via social media, and a Merrill spokeswoman said she could not immediately comment.

LPL Financial Welcomes Michigan Retirement Advisors

“Our firm’s focus is helping more people take action so they can be prepared for retirement,” Case said.

Spearhead appoints MD, Strategic Relationships

Prior to joining Spearhead, Mr. Fineburg was employed by Greycourt & Co. for twelve years, serving as an advisor on $1.4 billion of discretionary and non-discretionary assets in both US and non-US domiciles.

State Street appoints Independent Lead Director

Fawcett, who was born and has lived in Boston and is a dual citizen of the United States and the United Kingdom, has extensive and diverse global financial services experience.

Markel hires head of North American property reinsurance from Hiscox

Markel, Appointment, Nick Lazarus, North America, Property, Reinsurance, London

B. Riley Adds New Hires to Affiliated Companies

His financial advisory practice is centered around asset allocation strategies with a focus on fixed income, equities, MLPs, private equity and private credit investments.

Shearman Brings On Former FINRA Enforcement Director

She obtained her J.D. from New York University School of Law and a B.A. from Queens College, City University of New York.

Greg Ruiz to Lead CalPERS Private Equity

Many of the founders at Altamont Capital Partners came from Golden Gate Capital.

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.

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