Managers of Wealth Americas

New President & CEO joins Aspera, market leader for Software Asset Management

The Aspera product portfolio provides insights into all major software vendors and SaaS applications.

Raymond James Picks Up $738M UBS Team

Raymond James’ technology and product selection were draws

State Street Names Lou Maiuri as its Chief Operating Officer

30-Year Industry Veteran to Lead Technology, Operations, Product and Innovation

Shearman & Sterling Welcomes New Partner to Private Client Team

Anna will be responsible for building on the success of our Private Client practice

Rockefeller Capital Management boosts Private Wealth Management team

As General Counsel of the broker-dealer, Solomon will lead the legal and compliance efforts across the Private Wealth Management and Strategic Advisory businesses.

Cambridge Associates Names President to Oversee Global Investing

Noel O’Neill was promoted to president and head of global investing after more than two decades at the consulting firm.

SEC Names an Associate Director in the Division of Investment Management

Mr. Fields is a 23-year SEC veteran who has served as Secretary of the Commission since 2014.

Andersen Tax San Francisco Office Welcomes Managing Director Al Nunez

He has over 20 years of tax experience and specializes in working with clients on various matters including compliance, consulting, transfer pricing and cross-border transactions.

UBS team managing $738 million near Detroit leaves for Raymond James

Eleven-member group will join RJ's employee unit in Birmingham, Mich.

Deutsche Bank hires BoA's Innocentin for financial sponsors group

A Bank of America spokesman did not immediately respond to a request for comment.

Lazard Appoints Managing Director in Private Capital Advisory

“He will be a valuable addition to our team as the secondary and direct private placement market continues to grow in size and scope.”

Weil Adds Real Estate Partner Evan Levy in New York

Mr. Levy joins Weil from Skadden, Arps, Slate, Meagher & Flom LLP

Pacific Oak Capital Markets Group Appoints Mark Koshan Manager of Product and Due Diligence

Prior to joining Pacific Oak Capital Markets Group, Koshan served in a similar capacity with KBS Capital Markets Group.

Evercore Wealth Management appoints Managing Director and Portfolio Manager

He previously worked for 13 years as a senior portfolio manager at US Trust, managing USD2 billion in assets for families and foundations.

Ex-UBS Banker Andre Laloni to Join Brazil's Caixa as CFO

A Caixa representative declined to comment.

UBS proposes former NY Fed head Dudley as board member

The vote on his appointment to the Swiss group's board of directors will take place on 2 May 2019.

Dynasty Financial's Procyon Partners recruits $420-million adviser

According to Procyon Partners CEO, Phil Fiore, Jim is a wonderful cultural fit with a business mix that aligns very well within the Procyon infrastructure.

SS&C appoints head of hedge fund administration business

Prior to joining SS&C, Joe spent over 12 years at Citco

Former Wealth-X President Marc Cohen Joins FINTRX Board Of Advisors

Prior to joining FINTRX, Cohen was the Co-President of Wealth-X, the Insight Venture Partners-backed subscription data, and Software as a Service (SaaS), company.

Robert W. O’Brien – Ultra-High Net Worth Advisor – Joins Carnegie Investment Counsel

He began his career as a Staff Attorney with The Ayco Company’s financial counseling practice.

People Moves