Managers of Wealth Americas

Tolleson Wealth Management Names Rick Lafitte as New President of Tolleson Private Bank

Lafitte responsible for firm's private banking services and relationships

JMP Group Announces Addition of David Schechner to Healthcare Investment Banking Group

Mr. Schechner joins JMP Securities from Robert W. Baird & Co., where he led biotechnology, pharmaceutical, and pharmaceutical services investment banking since 2012.

BlackRock shakes up management as fee pressure grows

Fund manager promotes several executives at lucrative alternative investments business

Stonehage Fleming has announced the appointment of a new Partner – Global Head of Business Development

In his new role, he will report to Mark McMullen, Deputy Chief Executive, and will continue to be based in our Toronto office.

UBS Adds Advisors with Combined $8 Million Production

Prior to joining U.S. Trust (which has been rebranded Bank of America Private Bank) in 2013, Swaner’s 19-year career included stints at Citigroup and Wells Fargo & Co.

Piper Jaffray Expands Fixed Income Services with Hiring of Kyle Javes

Prior to joining the firm, Javes was a director and head of underwriting and high yield trading at Ziegler.

US equity stalwart takes on family office post

Royce is a graduate of Brown University and received his MBA from Columbia University.

EP Wealth promotes first women partners

The new partners include the firm’s director of financial planning, Erin Voisin; regional director, Lynn Ballou; and operations director, Sherryl Ray.

EPIC Adds Knight, Smiley in Atlanta

According to Maurice Edwards, managing principal of EPIC’s Integrated Risk Solutions Practice, Knight will be responsible for creating and delivering EPIC’s advanced analytical tools.

Stifel recruiting sweep nets advisors with $563M

It’s Stifel’s twelfth branch in the state.

Morgan Stanley’s number two executive steps down

Colm Kelleher’s successor as president will become heir apparent to chief James Gorman

Confluence appoints Senior Global Strategic Account Executive

The past few years have been ones of significant growth at Confluence, but we are not ones to rest on our laurels.

BTG Pactual appoints US offshore leaders

Both are based in Miami, a spokesperson for the firm said.

Mariner Investment Group appoints Chairman and CEO

Arledge previously served as the CEO of BNY Mellon Investment Management

Bryn Mawr Trust Appoints Director of Capital Markets

Mr. Henderson joined BMT from Grayline Partners

UBS Financial Services Inc. New Albany Office Welcomes Patrick Ford

Ford brings more than 30 years of industry experience

Pictet Nabs Julius Baer Team

A private banker focused on Brazil and his team are the latest to defect.

BOK Financial adds new wealth management capabilities with key hires

The key additions continue the growth initiatives in the organization’s agency structured products, pass-through and asset-backed securities.

Morgan Stanley Fills Manager Seats in New York and Florida

To fill the branch holes, wirehouses have been mustering younger managers, often with less extensive client-facing experience, while dispatching more experienced ones, such as Merrill’s Carole Wentz, to strategically sensitive regions.

Deutsche Bank adds another senior trader to its ‘most interesting’ desk in New York

While cutting costs generally, Deutsche Bank has been selectively adding traders, though it seems to be “juniorizing” in equities.

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