Managers of Wealth Americas

James Revels Rejoins KPMG As Partner In Family Offices Practice

Revels, who was formerly a partner and co-leader of the Trust & Estate practice at Citrin Cooperman & Co. LLP, has extensive client service experience

Withers Names Switzerland Partner Next Chair

Justine Markovitz will be the second woman to lead the firm, which was founded in 19th century England and has U.S. roots in New Haven, Connecticut.

Reed Smith appoints commodities partner in New York

Parker adds to Reed Smith’s growing global practice of commodities markets and commodities regulatory specialists with experience in government, trading and financial technology.

First Republic appoints MD and wealth manager

Prior to First Republic, Ahmed worked for Merrill Lynch for 21 years

Wells Fargo adds former Bank of America executive to board

More than half of the company's independent directors joined the board after 2016.

Legg Mason trims staff headcount by 120

Majority of the job cuts will be in the US.

Canaccord Genuity Adds Dedicated FinTech Expertise in its U.S. Investment Banking Business

Jason will report to Dan Coyne and Sanjay Chadda , co-heads of Canaccord Genuity's U.S. investment banking business.

$108 Billion Fund Plans London, New York Hiring Spree

The fund opened its London office in 2016 as it took a majority stake in the King’s Cross redevelopment project.

Artivest appoints Chief Marketing Officer

Nobile has more than 25 years of experience as an award-winning marketing and communications leader for asset and wealth managers.

Barclays Appoints Akhil Ahuja as Head of Enterprise and Communications Technology Banking

Mr. Ahuja will start at Barclays in August 2019.

Barclays Appoints Taylor Wright as Co-Head of US ECM

Mr. Wright has over 30 years of banking and ECM experience

Rockefeller Scoops Up $1 Billion UBS Team

Bruce and his team bring extensive wealth and investment planning knowledge that can be augmented by the comprehensive family office expertise at Rockefeller

LPL Financial Welcomes Brookshire & Brookshire Wealth Management

LPL offers a platform that allows us the freedom to provide objective financial guidance to our clients.

Young America Capital Announces Appointment of Thomas M. Kane, Senior Managing Director

Leads Transportation/Energy Investment Banking

Fairfax appoints interim CFO following sudden death of David Bonham

“The entire Fairfax family mourns the sudden and unexpected loss of our dear friend and partner, Dave Bonham,” said Prem Watsa, chairman and chief executive officer of Fairfax.

Munich Re appoints new US life and health CFO from RGA

“We are confident that he will lead us in the most effective direction, while working simultaneously to support the goals of our clients and stakeholders.”

Mariner Investment Group appoints co-CIO and Head of Liquid Market Strategies

Fisher has more than 29 years of industry experience and 18 years of proprietary trading experience.

Vince Fertitta Joins Sanctuary Wealth as President of Wealth Management

The wealth management veteran began his career as a Financial Consultant at Shearson Lehman Brothers in 1992 before joining Merrill Lynch in 1996.

Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor

“Adding an experienced and dedicated relationship professional like Jaime to our team reinforces our commitment to providing our clients with a high level of expertise and service,” said Ken Pollinger, CEO and Co-Chairman of KFWA.

Goetz Fitzpatrick Expands Its Trusts & Estates Practice to High-Wealth Individuals, Family Offices, and Family Businesses

Manhattan-based Goetz Fitzpatrick welcomes Alison Arden Besunder, Esq. as Of Counsel, adding Estate Litigation and Guardianship capabilities to their Trusts and Estates Department.

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