Managers of Wealth Americas

Morgan Stanley Shifts Senior Management in New England

Swartz, who had been complex manager of the firm’s High Street location, adds two other legacy Smith Barney branches on 53 and 28 State Street.

Lodgepine Capital Management names president

Slade comes to Lodgepine from Hamilton Capital Partners

Morgan Stanley Hires Merrill Pair from Private Wealth Mega-Team

His title of managing director generally indicates a broker who produces at least $2.5 million in annual revenue, according to a person familiar with Merrill’s compensation plan.

Wilmington Trust adds wealth advisors in key U.S. markets

In addition to promoting team engagement and partnership, this ‘relationship-led’ model provides greater consistency from market to market, and enhances our ability to recruit and retain top talent.

Bridgewater Deputy General Counsel Joins Board of Reynen Court

Sylvia Khatcherian is deputy general counsel for hedge fund giant Bridgewater

JTC announces Head of New York office

With her appointment coinciding with the office’s fifth anniversary this year

Swiss private bank poaches five-person team from Credit Suisse for Brazil biz

Hiring Credit Suisse's Jorge Torea, a managing director within its Brazilian unit who has been with the firm for 14 years, alongside four other members of his team, according to a source familiar with the matter.

Revolving doors: US & City firms target Simmons & Simmons as Ashurst makes hires

Co-chair of Lathams’ corporate department Nick Cline commented: ‘Chris has a terrific blend of transactional and regulatory experience that will be of great value to our clients in the UK and globally.’

VCIA adds two to board of directors

He is also the lead client executive on a portfolio of captive insurance companies, both pure and group.

Capitol Securities appoints Former Wells Fargo advisor to Regional office

Ted has 22 years of experience beginning his financial services career with Merrill Lynch in 1996.

Sentinel Trust Announces New Chief Investment Officer

Todd joins Sentinel Trust from Athena Capital Advisors

Evercore appoints Senior MD in Canadian Investment Banking Business

Mr. MacNiven has been a trusted advisor in the Canadian market for sixteen years

Hamilton Lane Appoints Chief Technology Officer

Prior to Hamilton Lane, Mangos was Chief Information Officer (CIO) at Brandywine Global Investment Management

Boston Private Names New West Coast Leader

Longley’s prior roles include CEO of Citi Private Bank North America and Head of Private Wealth for BlackRock iShares

Capitol Securities realigns its Metro New Jersey-New York Region

Rich Cioffi has over 22 years' experience in the financial service industry, starting his career on the floor of the NYSE.

BNY Mellon Wealth Management Appoints Regional President in Philadelphia

Prior to his role at Bessemer Trust, he was a Market Manager and Managing Director at JPMorgan. Lillis also has held various leadership positions within the JPMorgan Private Bank.

WisdomTree appoints Chief Investment Officer – Model Portfolios

Welch to lead Company’s Asset Allocation Team and Investment Committee and further strengthen model portfolio initiative

International Value Advisers Announces Senior Promotion

Regarding the promotion, IVA’s Managing Partner Michael Malafronte said, “These steps are the result of careful planning and consideration between our two portfolio managers and the firm’s owners.

SignatureFD Expands Charlotte Team

Maybry has over 20 years of experience in advising high-net-worth clients and their closely held businesses.

Andersen appoints MD of New York Office

Her experience spans many tax areas including estate plan reviews and strategies, pre and post transaction planning, qualified small business stock planning, philanthropic considerations and state residency planning for individuals and trusts.

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