Managers of Wealth Americas

Andrew Matuzak Named Leader of Yeo & Yeo Wealth Management

Reflecting on his new role, Matuzak said, “I am honored to lead Yeo & Yeo Wealth Management into its next chapter.

SCS Financial Appoints Adrienne Penta as National Head of Wealth Management

With the addition of Ms. Penta, the SCS leadership team advances its vision of providing innovative wealth management solutions to its clients.

US WealthTech Orion hires Arun Anur as COO

Earlier in his career, Anur held technology consulting leadership roles at Oracle for more than a decade.

AIG names Christopher Flatt as Global CUO

Chris is a highly respected insurance executive with over 30 years of experience in underwriting, risk management and reinsurance.

Private Client Select Appoints Ross Bowie as Chief Executive Officer

Previously, he held senior leadership roles at Bankers Insurance Group and ASI, a Progressive subsidiary.

Bowie Promoted to CEO of MGU Private Client Select Insurance

He previously held senior leadership roles at Bankers Insurance Group and ASI, a Progressive subsidiary.

Rockefeller Asset Management Names Jai Jacob as Managing Director and Director of Investment Strategy

A highly accomplished investor with a wealth of expertise and global leadership experience

Point72 kicks off new private credit strategy, statement shows

Initially, private credit will be an additional strategy of Point72's multi-strategy hedge fund

Robert Malone joins Axa XL

His portfolio management responsibilities include overseeing the performance metrics of the Americas’ cyber insurance portfolio

Lisa Bryan named Private Banking Manager for ServisFirst Bank Huntsville

In her new role, Bryan will lead the Private Banking team, focusing on client relationships and leading a talented team to provide tailored financial solutions.

Financial Advisor Michael Rubenstein Joins UBS Private Wealth Management

Michael’s responsibilities will include business development, relationship management, trust, estate and financial planning as well as investment management.