Managers of Wealth Americas

AccessFintech appoints Sarah Shenton from Goldman Sachs as CEO

This strategic leadership change marks a significant step for the company as it positions itself for its next phase of growth.

HarbourVest Hires BlackRock Executive to Lead Wealth Business

He had served as a top executive for BlackRock’s Aladdin technology system, where he oversaw the wealth management business.

CapWealth Welcomes Dean Shahan as Executive Vice President and Financial Advisor

$1.9B RIA deepens bench to support clients

SEI Appoints Karin Risi and Tom Naratil to Board of Directors

Evolution of Leadership Supports SEI’s Transformation and Commitment to Long-term Growth

Alex Ham joins Barclays as Global Chairman of Investment Banking

He joins from Deutsche Bank where he served as Co-CEO Deutsche Numis and Head of Global Private Growth Capital.

LPL Financial Welcomes Gallagher Wealth Management

He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Investment.

Broadridge appoints Munish Gautam from JPMorgan as global head of trading platforms

He will lead the continued integration of Broadridge’s market-leading product suite and spearhead the development of advanced multi-asset trading capabilities.

Axxcess Wealth Appoints Deron McCoy as Chief Wealth Officer to Lead Launch of Enhanced Wealth Management

McCoy brings over two decades of institutional asset management experience

IEQ Capital Welcomes Lauren Garner as Managing Director

With more than two decades of experience, Lauren brings a deep and multi-faceted perspective to wealth management

Morgan Stanley hires Shahsingh from UBS to head North American industrial services IB

Companies are looking past tariffs for strategic movements and growth

Ron Meraz to Join Citi as Wealth Regional Director

He brings a reputation for outstanding client and industry connections with broad experience across the Southwestern United States.

M&T Bank Names Woodrow Regional President for Western New York

Currently serving as chief administrative officer, Tracy S. Woodrow brings a strong emphasis on people, culture and community to her expanded role.

NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion

Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market

Wealth Consulting Group launches advisory board with former Envestnet, Emigrant execs

Joining the newly created advisory board are Stuart DePina and Jason Ehrlich.

Hightower Names Scott Hadley as New Chief Advisory Officer

The Wealth Management Firm Also Announced a New Chief Strategy Officer and Chief Marketing Officer

Canaccord Wealth ESG head Patrick Thomas exits

Thomas departs the firm he started his career with 15 years ago.

Motley Fool Wealth Management Appoints Director of Financial Planning

Rosh’s appointment comes as Fool Wealth continues to expand its leadership

TD Bank Promotes Johnson To Retail Market President Of Mid-South Metro

Johnson joined TD in 2003

Archway Appoints New President of Fund Administration to Support Growth and Client Innovation

Archway has seen significant demand for its fund administration services

Ocorian continues to build US momentum with new appointment

She brings more than 20 years’ experience in senior business development roles

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