Managers of Wealth Americas

Robins Kaplan Announces Leadership Transitions

Both appointments were effective January 1, 2019.

LPL Nabs Bank-Based Advisors from Raymond James

LPL has lured several wealth management practices from rivals in recent weeks.

Wells Fargo Loses More Veteran Reps to These Rivals

Tufenkjian had been with Wells Fargo for her entire 13-year career in the industry, according to her BrokerCheck profile.

Wealth Management Team joins First Republic

They will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, non-profits and foundations at First Republic’s High Bluff office

Citigroup names new head of Canada energy banking

M&A activity in the Canadian energy sector is expected to pick up again this year

Perella Weinberg Plans to Name Peter Weinberg as CEO

Perella oversaw investment banking at Morgan Stanley before striking out on his own

Circle Partners appoints VP of Business Development United States

Prior to joining Circle Partners, Neri was Head of Client Relations, North America / Chief Operating Officer for Mainstream Fund Services (formerly Fundadministration Inc) based out of New York/Florida.

Carson Wealth Nabs $500M Wells Fargo Team: Recruiting Roundup

LPL has added a team from Wintrust Investments with $640 million in assets to its hybrid platform.

Goldman Sachs poached JPMorgan's head of data engineering for the investment bank

Six months can be a long time though, and JPMorgan made some big machine learning hires last year - adding Manuela Veloso in May and Apoorv Saxena in August.

Goldman's $US500 million lawyer is ready to call It quits

The exit of former CEO Lloyd Blankfein last month handed the long-time legal chief a mantle held by few: nobody at the firm today owns more of its stock than Palm, with a kitty of a million shares.

Truxton Trust Adds Veteran Wealth Advisor

He is a past board member of the Financial Planning Association of Middle Tennessee and member of the Middle Tennessee Estate Planning Council.

MetLife Names Khalaf CEO, Kandarian to Retire

The new CEO takes over at a time when insurers are bracing for elevated payouts to owners of long-term care policies

One of SoftBank's favorite tech bankers has left Goldman Sachs after 18 years

Holden was most recently the bank's vice chairman for investment banking in Europe, the Middle East, and Africa

Saul Van Beurden Named Wells Fargo’s New Head of Technology

As Wells Fargos head of Technology, Van Beurden will lead the companys technology and information security teams.

Janney Welcomes 16 New Hires

We’re proud to welcome these talented professionals

Piper Jaffray Expands Technology Investment Banking with Hiring of Robert Berstein

While at DCS, Berstein co-founded and led the internet and digital media practice for the firm.

Fireman Capital hires ex-Bank of America Merrill Lynch executive Wes Mendenhall

Mendenhall served as an active duty paratrooper in the U.S. Army 82nd Airborne Division.

Wayne M. Hewett Joins Board of Wells Fargo & Company

Their collective efforts have positioned the company well to continue strengthening risk management oversight and practices

Mercer appoints Calgary wealth business leader

Field joins Mercer from ATCO Group, where she was most recently vice-president of HR.

Merrill’s PBIG Hires Wife of Broker Fired for Excessive Trading

Her hire is heartening some lawyers, brokers and recruiters who complain that brokerage firms have become over-cautious in their sensitivity to compliance and reputational issues and who also applaud its significance for women’s career autonomy.

People Moves