Managers of Wealth Americas

Fiduciary Trust Continues Expansion in South Florida

Mr. Schiff was also a financial advisor with Prudential Securities in Philadelphia.

Morgan Stanley Hires Betterment’s Chief Marketing Officer

Paul Halpern will lead the Morgan Stanley’s cash management and deposits strategy.

Crédit Agricole Corporate and Investment Bank Appoints Michael Quinn as Managing Director, Head of Corporate Coverage Canada

He graduated with an MBA from the Ivey Business School, University of Western Ontario, and holds an undergraduate degree from Brock University.

Andersen Tax Announces Chad Thiel as Firmwide Private Client Services Lead

His primary focus is advising closely-held business owners, entrepreneurs and wealthy family groups. He has extensive experience providing clients with sophisticated advice and creative solutions to achieve their goals.

Arch Insurance appoints new head of US property from AIG

In this position, Turpin will have oversight of both the excess and surplus property and US retail property divisions.

BNY Mellon Wealth Management Names Senior Wealth Director

Before joining BNY Mellon Wealth Management, Surapaneni was a Vice President, Private Client Advisor at U.S. Trust

Citi’s long-serving CFO retires in executive shake-up

John Gerspach out after 9 years, along with Emea and North America heads

Dan Houlihan Appointed to Senior Leadership Role as Head of Northern Trust Asset Servicing, Americas

In his new role Houlihan will lead Northern Trust’s business servicing institutional investors across the Americas, including corporations, public pensions, foundations and endowments.

Stifel nets $660M advisors in latest recruiting sweep

He had been previously affiliated with UBS where he was responsible for $211 million in client assets, according to his new employer.

Pimco to Hire Top Deal Maker From Blackstone

ver the years, the financier — known among friends as Studs — has advised Indra Nooyi of PepsiCo, William A. Ackman of Pershing Square Capital Management and even the Vatican.

Janney Adds 5 Wells Fargo Reps With $445M

Mr. Sammarco, Mr. Moore and Mr. Nice join Janney with nearly 100 years of combined financial services industry experience.

Withers snaps up former Bryan Cave team leader

Used to lead the international arbitration team at Bryan Cave in New York

Manulife appoints Head of Investor Relations

Adrienne O’Neill Appointed Head of Investor Relations for Manulife

Banc of California boosts board

She spent 16 years with Bank of America and its predecessor Security Pacific Bank, in a number of senior line and staff roles, lastly as an Executive Vice President, Bank of America Retail Bank.

Fund Files: Wells global bond head exits; Pimco PM to retire

The Wells Fargo International Bond fund will continue to be managed by Wilson, Alex Perrin, Michael Lee and Christopher Wightman.

HarbourVest Partners Hires James Athanasoulas as Managing Director, Expanding Private Credit Team

The credit business leverages HarbourVest’s decades of experience and relationships with private equity general partners to offer tailored financing solutions.

Evercore Wealth Management Appoints Daniel Stolfa Managing Director and Wealth & Fiduciary Advisor

He will serve clients throughout the Midwest with comprehensive, goals-based wealth planning advice, backed by our national Wealth & Fiduciary team.

JP Morgan boosts Miami private banking team with senior hire

The private bank has recently been hiring across its teams catering to Latin American clients in Brazil and Mexico.

Former Merrill Executive Dupuy to Join Greg Fleming at Rockefeller Capital

Dupuy resigned this month from Focus Financial, a rollup of registered investment advisor practices that went public in July and that he had joined after leaving Merrill four years ago.

SEI Hires Regional Director of Defined Contribution Sales

Company Deepens Resources to Support Defined Contribution Business' Expansion

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