Managers of Wealth Americas

LPL Financial Welcomes PCC Wealth Partners

The team reported serving approximately $315 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise.

Caprock Taps Former LPL VP For M&A Role

Frank Giuliano, a former vice president of corporate development at LPL Financial, will join multi-family RIA Caprock to lead M&A and advisor recruiting.

Another top DCM banker resigned from HSBC's US business

She made managing director (MD) in 2014 and has been running corporate DCM in the US for the bank since 2014.

Regions Wealth Management Names Paige Daniel Head of Highland Associates

Daniel brings nearly 30 years of investment experience to build on Highland Associates’ growth helping clients navigate all economic cycles to meet their investment needs.

UBS Private Wealth Management Appoints Banker Lin Reynolds as Senior VP in New York

Reynolds worked as a banker for nearly 9 years at J.P. Morgan Private Bank in New York, holding the position of Executive Director

Advisor Trio Departs Procyon to Launch RIA

Three advisors recently left Dynasty-backed Procyon Partners to set up Third View Private Wealth, an RIA in Westport, Conn.

Aegis Capital Corp. Announces the Hiring of a New Managing Director

Thaddeus "Tad" Sargent has extensive experience in the financial services industry and managed in excess of $150 million in client assets.

Bank of America Names Keifer President of Grand Rapids Market

Keifer oversees operations and strategic partnerships related to the company’s Community Homeownership Commitment

Piper Sandler Enhances Technology Investment Banking Team with the Addition of Jim Roney

Jim brings an impressive track record of delivering successful outcomes

Tim Boroughs Named Vice Chairman, Chubb Group and Executive Chairman

For more than 25 years, Tim has shaped and managed our investment strategies

Ex-JPMorgan director takes top Barclays Gen AI role after Colombian escapade

He joined JPMorgan in its Buenos Aries tech hub initially, before transitioning to New York as a VP.

CSI Names Fintech Leader Nancy Langer as New President and Chief Executive Officer

Fintech pioneer brings transformative leadership and growth expertise to leading banking software and technology provider

Citadel Securities ex-US systematic equities trading head reappeared at Jump Trading

Before Citadel Securities, Siwicki spent six years at Chicago-based prop trading firm Spot Trading.

Hanson Bridgett LLP Plants Flag in Fresno with Addition of Labor & Employment Partner Ryan Eddings

Eddings comes to Hanson Bridgett from the labor and employment firm Littler Mendelson P.C.

UBS Team Managing $500 Million Defects for RBC in New York

The Austin and Smith Wealth Management Group is led by 38-year veteran Thomas G. Austin who spent the last 33 years of his career at UBS.

Temenos Strengthens Product Leadership with Key Appointments

Rohit Chauhan will lead the development of Temenos’ overall technology strategy, innovation, research and development

BBVA Global Wealth Advisors appoints the new CEO

In his new role, he will lead BBVA Gwa’s efforts to provide investment advisory services to Latin American clients.

Insigneo Appoints Chief Compliance Officer

Paul brings more than two decades of experience across U.S. and international banking and wealth management institutions.

Insigneo welcomes Camilo Gomes to its network of financial advisors

Insigneo has bolstered its New York team by bringing on Camilo Gomes

Donaldson Capital Management Announces Appointment of Drew Runion to Board of Directors

Runion is Vice President and Partner of ABC Cutting Contractors, Inc.

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