Managers of Wealth Americas

Fidante Partners appoints head of product

Responsible for research and development of firm's product range

Oppenheimer & Co. Inc. Appoints Peter Ulbrich as Branch Manager of Birmingham and Grosse Pointe Branches

The Financial Advisors in the Michigan branch offices specialize in helping business owners, young professionals, and retirees achieve their financial goals.

Bank Leumi USA Appoints Head of U.S. Private Banking

Zaremsky previously served as Regional Head for New York Private Banking

Raymond James names new group COO

Prior to her current role, Jenson was a managing director in UBS Financial Services’ Chicago market, where she was responsible for business development, risk management and recruitment.

Soros fund’s new leader upends firm in strategic overhaul

Investment chief Dawn Fitzpatrick’s tenure atop $25bn family office marked by turnover and sweeping change

Morgan Stanley Loses FA to LPL Financial

Babilla reported having served approximately $100 million of client brokerage and advisory assets.

Wells Fargo Taps Spencer Stuart to Find CEO

The bank’s general counsel, C. Allen Parker, will serve as interim CEO while Spencer Stuart conducts the search.

MetLife Investment Management Names Matthew Mosca Global Head of Institutional Client Group

Prior to joining MIM, Mosca spent more than 25 years at BlackRock in a number of senior leadership positions.

Washington Federal Announces Appointment of Attorney Stephen Graham to Its Board of Directors

He has authored a book, published business articles and received numerous professional awards and recognition.

Richard Pimentel Named CFO of CalPrivate Bank

He was most recently Senior Vice President in charge of finance and regulatory reporting at a $5.5 billion bank.

Merian brings total return bond fund home as Gross retires

While the fund’s objective is unchanged, Merian will introduce a number of changes to the investment approach.

Raymond James Super-Bull Jeff Saut Retires At 69

In his daily briefings, Saut managed to combine short-term technical analysis with a long-term, big picture perspective.

JP Morgan just promoted 117 people to Wall Street’s top rank, including a record number of women

J.P. Morgan’s corporate and investment bank just promoted 117 people to its highest rank of managing director, and a record number of women earned the title.

First Time CEO Appointments on the Rise

CEO departures from S&P 500 companies have taken a slight dip, says Spencer Stuart in its annual transitions report.

Morgan Stanley Shakes Up Wealth Unit, Shifting O'Connor to Banks

Shelley O’Connor to focus full-time on running two bank units

Ex-Pimco CEO joins EM boutique as senior advisor

He later took on a role as chief economic advisor to the asset manager's parent company, Allianz SE.

Wilmington Trust Nabs Client Advisors from First Citizens Bank and Franklin Templeton

In addition, Thomas Waters joins Wilmington Trust as a senior private client advisor, the company says.

J.P. Morgan poaches gaming-focused ‘40 under 40’ dealmaker from Macquarie

In October, Bender was named to the “Emerging Leaders of Gaming 40 Under 40” list when he was still with Macquarie Capital.

With $1B in assets, St. Louis investment firm adds two partners

Holt joined Krilogy in 2010 and was the first adviser to graduate from the Krilogy Advisor Development System program and now oversees it.

Two out, 10 in at Morgan Stanley Wealth Management

Street Talk understands private client adviser Siobhan Blewitt, who was understood to generate $2 million to $3 million in annual commissions, resigned the week before the Easter break.

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