Managers of Wealth Americas

Citi Private Bank’s Law Firm Group Adds Industry Veteran to Senior Leadership Team

Mr. Grossman joins from Wells Fargo where he was one of the cofounders of its Legal Specialty Group.

Senior Julius Baer LatAm execs joins rival Swiss PB

Feuz has been slated to be the executive chairman of the firm's Bahamanian business, according to the statement.

LPL’s Bill Morrissey to step down as firm taps replacement from UBS

He recently led the firm’s retention efforts after its acquisition of National Planning Holdings.

Citi Private Bank’s Law Firm Group Adds Industry Veteran to Senior Leadership Team

Jeff Grossman rejoins as Head of Business Development

Withers Bergman Hires Estate Planning Attorney

Amy is an active member of the trusts and states section of the State Bar of California and the estate planning, probate and trust section of the Bar Association of San Francisco.

This NFL star turned Wharton MBA grad landed a big job at Goldman Sachs — here's his No. 1 key for success

In May, Tuck graduated from The Wharton School at the University of Pennsylvania, ranked by Forbes as the No. 1 business school in the country, with a Master of Business Administration in management.

$150M Wells Fargo Team Joins Snowden Lane Partners

They will work alongside Snowden Lane’s existing San Antonio-based operation, the Strategic Management Group, which joined Snowden Lane from Merrill Lynch in 2017.

DataRobot Appoints Veteran Banking Executive

Former SunTrust Executive Joins DataRobot to Support Company’s Leadership in AI Applications for Banks

Morgan Stanley Hires Electronic Trading Vet for Bond Effort

Automating bond trading is a “ major priority” after Morgan Stanley succeeded in digitizing stock trades, helping it become the top equities shop globally, CEO James Gorman said earlier this month.

UBS Robo-Banker Joins Rival

Steinmeier has joined LPL, a brokerage that stands in direct competition to UBS in U.S. wealth management

Brooke Cooper to join JPMorgan from Evercore

Cooper is leaving her post as managing director of corporate advisory at Evercore

Lassus Wherley boosts team

David has a BS in Finance from The College of New Jersey.

Ganfer & Shore Strengthens Firm with New Heavy Hitting Partners

The firm will officially be renamed as Ganfer Shore Leeds & Zauderer LLP on July 1st.

AlixPartners appoints Global Head of Strategy and Business Development

The turnaround wing at AlixPartners has been at the heart of some of the most prominent administrations and restructuring operations in the world over the past 12 months.

Citi poaches top BAML banker in shake-up of equity capital market leaders

US bank wants to be a top-three revenue earner in Europe's equity capital markets

Hunt Investment Management appoints marketing and investor relations manager

Will lead marketing and investor relations

Silicon Valley Bank Appoints Head of Private Bank

Butler has more than 25 years of experience in financial services.

J.P. Morgan Hires Veteran NY Wirehouse Broker Managing About $500 Million

He was joined by his business partner, Patrick M. Murphy, whose Morgan Stanley biography says he has more than 15 years of experience

Oxford Financial Group Adds New CIO

Nogues will assume leadership of the firm’s investment management team

With IBD competition heating up, firms poach executives from rivals

The firms announced the appointments on June 19 as competition and consolidation roil the industry.

People Moves