Managers of Wealth Americas

Shore to Summit Wealth Management Welcomes Taeya Lauer as Partner and Senior Wealth Advisor

Taeya Lauer, Partner & Senior Wealth Advisor, has spent her entire career guiding individuals and families through life’s financial complexities.

Bryn Mawr Trust Strengthens Wealth Business with Strategic Leadership Appointments

In this role, he will be responsible for driving operational excellence, enhancing efficiency, and supporting the division’s strategic growth initiatives.

Oregon Pacific Bank appoints David Rice to lead trust and wealth management

David’s deep background in trust and law, combined with his recent experience in wealth management, makes him uniquely qualified to lead this important area of our Bank

Truist names veteran leaders to Commercial and Corporate Banking roles

Jenna and Travis are assuming these roles at an important moment

Brandon Williams Named Head of Private Banking and Wealth Management for City National Bank

Williams will report directly to Howard Hammond, president and chief executive officer.

Insigneo recruits a new managing director

Insigneo welcomes former Jefferies advisor, joining a roster of recent hires at the firm.

Bernstein Private Wealth Management Hires Top Industry Talent to Accelerate Growth in Priority Regions

Kadet and Bolding will report to Adam Sansiveri, Regional Senior Managing Director at Bernstein.

Citi Hires IBM Veteran to Lead AI Push, Amid Rival Banks' Efforts to Scale Technology

The appointment comes at a time when Citigroup is ramping up its AI adoption to automate tasks

Howard Cheng Joins Carrick Lane as Partner and Head of Risk

Howard will oversee all risk functions and will play an important role in the continued growth and expansion of Carrick Lane’s offerings.

Insigneo Adds Leandro Infantino in New York as Managing Director

The new member has his own wealth management firm, Ronin Capital, which will conduct its business within Insigneo's global network

Fieldpoint Private Trust Appoints Brian Donovan as President, Family Office

He joins Fieldpoint Private Trust from Northern Trust, where he served as Senior Managing Director for the Greater New York and Connecticut offices.

Citadel Credit Union Taps Veteran Technologist Eric Skinner as New CIO

He began his career as a programmer at a Georgia-based credit union before joining a credit union service organization, where he led the migration of nearly 2,000 institutions to a new shared payments platform.

Chris Prudhomme, J.P. Morgan Private Bank

He joins from New York Life.

Northern Trust Names New Ohio Market President

During his tenure, the Ohio team strengthened client relationships, expanded market presence and delivered consistent, high-quality service.

Christopher Hogbin Joins Lazard Asset Management as Chief Executive Officer

Mr. Hogbin has 30 years of professional experience, including 20 years at AllianceBernstein where he most recently served as Global Head of Investments and a member of its Executive Leadership Team.

Experienced Banking & Private Credit Partner Rejoins Latham & Watkins in Chicago

Mohammed Shaheen represents lenders in complex credit facilities, acquisition financings, and restructurings.

IEQ Capital Expands in New York with Appointment of Managing Director Frank Mason

Mason joins IEQ from J.P. Morgan Private Bank, where he served as Executive Director advising families, executives, and family offices on bespoke investment strategies and trust and estate planning.

Sanjay Sharma to Lead SEI’s International Business

Continued Business Evolution Underlines Strategic Focus on Accelerating International Growth

J O Hambro Capital Management appoints Bill Street as CEO as an investment in growth

The appointment, which is subject to regulatory approval, is part of a refreshed group strategy from JOHCM’s parent company Perpetual Limited

Olivia Farr Douglas appointed Head of Marketing Innovation and Content at Citi

Prior to this, Olivia Farr Douglas was with Goldman Sachs as Managing Director, Head of Wealth Management Marketing

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