Managers of Wealth Americas

Union Bank Expands Wealth Management Team

He began his career at State Street Bank and Trust, where he held a number of management positions in asset servicing and securities lending.

BridgePoint Risk Management Continues Rapid Expansion

BridgePoint to expand its national footprint, addition of several new team members in Arizona, California, Rhode Island, and Virginia.

BNY Mellon Wealth Management appoints senior wealth director

He will work closely with individuals, families, professionals, retirees, business owners, executives and other high net worth clients to help them reach their goals. We are eager for him to join the team.

Atria Wealth Solutions Appoints Chief Technology Officer

He will be responsible for managing the evolution of Atria’s technology platform as the firm continues to enhance and build new technology capabilities to better serve advisors and their clients.

Norm Cook Leaves Halite Partners for $635 Million RIA

Cook will serve as president and CEO and join the RIA’s investment committee.

BPM Names MD in Firm’s Real Estate Group

The move marks the latest expansion to BPM’s growing real estate group.

StatPro shakes up Canadian operations

The Revolution division will focus on our cloud-based performance and risk analytics platform.

Quinn Emanuel Urquhart & Sullivan Hires Veteran

York has extensive experience in litigation involving Japanese parties and routinely works in collaboration with local Japanese bengoshi and benrishi to reduce the burden of U.S. litigation on Japanese clients.

HSBC boosts LatAm private bank team with rival hire

‘We’re excited to welcome this group and are confident they will further strengthen our proposition in the region.’

Mercer Advisors Expands Mergers & Acquisitions Team with 3 Veteran Hires

This unique approach creates a much more desirable outcome for both advisors and their clients in comparison to the other options advisors face to solve their ownership transition issues such as other acquirers who are more focused on aggregating assets o

GAMCO appoints portfolio manager for Global Financial Services Fund

Lapey was appointed Co-Manager of the firm’s flagship Third Avenue Value Fund alongside legendary value investor Marty Whitman, and was subsequently named sole Portfolio Manager of that fund in 2012.

Northern Trust Strengthens Trust Advisory Practice

Alex Tanouye joins the growing high-net worth practice in Washington D.C.

UBS Loses Reps to Ameriprise and RBC

Our team decided to join RBC Wealth Management because of the firm’s longstanding reputation of putting clients first

Industry Veteran Rejoins Wilshire Funds Management as MD

In this role, Gentleman will assist in growing the firm’s presence as a leading provider of multi-asset, retirement and alternative investment solutions

Santander Bank Appoints Regional President

Financial Services Veteran Brings 30-Year Track Record of Leadership Success and Business Growth

Oppenheimer Continues Growth Among North Carolina Leadership

Williams is a graduate of the University of North Carolina at Chapel Hill and served in the 422nd Civil Affairs Unit of the U.S. Army Reserve.

Wilmington Trust Adds Senior Private Client Advisor

She will provide comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Greater Philadelphia area.

SEI Names Senior Client Portfolio Manager in Canada

Appointment Supports SEI's Strong Growth in Global Markets

Fieldpoint Private Continues to Grow its Global Profile

Nicole Boutmy de Katzmann departs Oppenheimer for boutique upstart

Commonwealth Adds Innovative Team

Innovative Financial Solutions manages clients that include faculty and administrators at Indiana University.

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