Managers of Wealth Americas

Merrill Lynch Loses FAs to Morgan Stanley and RBC

The father- and son-in-law team collectively generated roughly $1 million over the previous 12 months

New partner furthers Withers' California growth strategy

Bryan adds: “Moving to Withers is a great step forward for me and my practice.

Nuveen Announces Update to Portfolio Management Team

Kevin Murphy, senior managing director, is an emerging markets debt portfolio manager at Wellington.

Jersey Finance appoints US representative to head up New York office

Jersey Finance has appointed Philip A. Pirecki as its business development lead in the US, ahead of the opening of a new representative office in New York later this year.

HSBC North America appoints Chief Financial Officer

Based in New York, Mahtani will report to Patrick J. Burke, President and CEO, HSBC USA, and will join the U.S. Executive Committee.

Artivest Deepens Leadership with Appointment of Veteran Fintech CFO

25+ Year Industry Leader Karl Jaeger Joins Artivest to Accelerate Growth & Operational Efficiencies

NLC Mutual appoints new president and CEO

The board of directors was not only impressed with Jill’s expertise and collaborative style, but also her proven ability to build relationships with a variety of partners

Andersen Tax Expands Practice in Dallas

The addition of the team from Forrester & Co. complements the existing PCS practice in Dallas

BMO Harris Bank Bolsters ABL with Hires in Boston, Atlanta

We are thrilled to have them on board.

Guggenheim Securities expands Industrials Investment Banking Practice

We look forward to his leadership and contributions to our clients as we build upon our successful industrials business and the firm generally.

Ocean Bank Adds Private Client Services Department

Private banking and wealth management have become an increasingly important part of our services, for both domestic and foreign customers.

Nixon Peabody appoints leader to the firm’s Global Finance practice

Amy advises financial institutions who provide fiduciary and agency services to the capital markets.

HSBC boosts Brazil team with Morgan and Itaú advisor hires

The new recruits are the first hires for HSBC’s Brazil team

Industry veteran will assume leadership of the global association of investment professionals

Her deep practitioner experience has been gained at firms ranging from large, global asset managers to start ups, including Marret Private Wealth, State Street Global Advisors and Barclays Global Investors.

Ameriprise Hires Two Merrill RIAs With $202M In Combined AUM

His branch manager is Anthony Zanetti.

River and Mercantile appoints CEO

Faulkner will remain on the Board as an Executive Director and become the Group’s Head of Macro Strategies and Innovation.

PineBridge appoints CTO

Francisco has over 20 years of experience in leading large global technology functions across a range of financial services, including investment management and fund services.

Glue42 appoints Chief Revenue Officer

Simplifying the desktop and supporting specific user workflows is a critical element of the Glue42 platform.

Rockefeller Global Family Office expands team

“Carissa is an accomplished, trusted advisor to sophisticated families, with deep expertise in trust and estates, multi-generational planning, philanthropy and investment advisory.”

Deutsche Bank Continues Wealth Management Expansion

We continue to hire top industry talent as we grow our presence in key markets in the Americas.

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