Managers of Wealth Americas

Discount Bank names new CEO

Levin, who currently manages Discount Bank of New York, will replace Lilach Asher-Topilsky.

Equities chief exits GMO for CIO post at fintech firm

Constable was with the Boston-based company for 13 years. This involved working across its quantitative equity portfolios and the equity components of the multi-asset class portfolios.

Chilton Trust Names Former JPMorgan Exec Its New CEO

Under Lickle, Chilton Trust has grown to manage $4.87 billion for 110 families, the company says.

CNB Financial Hires Chief Financial Officer

Lima serves as the liaison for the corporation’s and bank’s external auditing firm in all accounting and tax matters.

Jolen Anderson Joins BNY Mellon as Global Head of Human Resources

Her experience with developing a high-performance culture linked to business success will serve our organization well as we continue to grow and evolve our business

Alexandre Tombini to join the BIS as Chief Representative for the Americas

Alexandre Tombini will start in his new position as Chief Representative for the Americas on 1 September 2019

Another Morgan Stanley Manager in Florida Steps Down

Ortea’s LinkedIn profile says he managed the office for three years.

Arizona Acquisition Adds New Market for EP Wealth Advisors

This is EP Wealth’s sixth acquisition since taking a minority investment from WPCG, a financial services holding company, in July 2017

Greystar appoints Managing Director of Portfolio Management

Scelfo holds a BS in business finance from Cornell University as well as a Master of Finance from INSEAD Business School.

Indiana Philanthropy Alliance Hires VP

Davis holds degrees from Indiana University and Yale University.

CNB Financial Corporation Hires Chief Financial Officer

Mr. Lima will work along with the executive management team to develop and implement strategic initiatives to continue CNB’s successful growth trends while enhancing its profitability.

Wells Fargo Names Fiona Gallagher to Lead Its European Banking Platform

Gallagher will be responsible for the leadership, management and governance of Wells Fargo’s European Bank

Brazil's Itaú taps Andre Gailey as CEO of Paraguayan bank

Itaú’s Paraguayan unit has retail, private banking and investment banking operations

Fidelity Digital Assets Is Hiring 10 More Blockchain and Trading Experts

The most senior position to be filled is that of a leading solution architect with a rank of vice president, who will be serving as a chief technology officer for the digital assets unit.

Aflac Global Investments announces senior appointments

With more than 20 years of industry experience, Scott most recently served as chief financial officer for BNY Mellon Investment Management

Seventy2 Capital Wealth Management Continues Expansion with Addition of Morgan Stanley Advisor

James joins Seventy2 Capital Wealth Management after five years as a Financial Advisor at Morgan Stanley.

Fund Files: Two veteran managers to depart from BNY

Your daily roundup of the latest fund launches, manager moves and strategy shifts.

UBS Loses Top Wealth HR Executive

Burns had been supplanted last year by American executive Dana Ritzcovan, who won the unit's top HR job when UBS' private bank merged with its U.S. brokerage.

HSBC USA chief Patrick Burke to retire, Citi veteran to succeed

HSBC Holdings Plc said on Monday that Patrick Burke would retire as HSBC USA's president and chief executive officer and would be succeeded by Citigroup Inc's Michael Roberts. Burke, who joined the company 30 years ago, will retire in October.

Signature Bank Adds Fifth Private Client Banking Team to San Francisco Office

Together, they will provide cash and treasury management products and services related to residential and commercial mortgage servicers and originators as well as lender-controlled structures, commercial real estate owners/operators, hedge funds and priva

People Moves