Managers of Wealth Americas

Highland Capital appoints Parker as co-CIO

He has risen through the investment team, ultimately becoming the head of the firm’s credit research platform.

IFIC Announces New Chair and Board Appointments and Welcomes New Member and Affiliate

During the meeting, the board approved the membership application of Fonds de solidairité FTQ and the affiliate application of Donnelley Financial Solutions.

MUFG Investor Services adds senior hire to Relationship Management Team

The appointment reflects MUFG Investor Services’ commitment to bolstering its relationship management team through the appointment of senior operational leaders from leading alternative investment institutions.

TIGER 21 Names Senior Vice President of Marketing

High-Net-Worth Group Taps Leading Content Editor to Augment Brand Awareness

Former PwC M&A partner Steven Einstein joins Equiteq in New York

Equiteq has hired former PwC partner Steven Einstein as Vice Chairman. Based in the firm’s US office, Einstein, who brings over 30 years of extensive corporate finance experience to the firm, has been tasked with supporting Equiteq’s strong No

Two Wealth Managers from UBS Join First Republic

Friedman holds a Bachelor of Science degree in Construction Management from California State University, Chico.

Citi Private Bank Continues to Expand Bay Area Presence

Chad Thomas, Jay Backstrand and Derek Prill Join as Ultra High Net Worth Private Bankers

Twin Capital Management appoints Senior Vice President, Marketing

Prior to joining Gruss in 2009, she was a Vice President of Marketing at Galleon Group and held senior sales and relationship management roles at Gerson Lehrman Group and Bloomberg.

Shenkman Capital Management appoints Head of Client Service

She has 24 years of experience in nearly every aspect of the credit markets.

Opus Bank Announces Further Expansion of Its Merchant Bank

Evan Klein Joins as Managing Director, Head of Media, Entertainment and Business Services Merchant Banking

Former Deutsche AM Strategist joins EAB Investment Group

With advisors looking toward more actively managed platforms for investors, there is an increased need for information and communication about the use of risk mitigation index strategies

Former federal CIO Tony Scott joins law firm

Addition of IT industry veteran and former Federal Chief Information Officer for the US Government under President Obama continues firm’s expansion efforts into critical area of concern for clients.

JPMorgan Chase hires new CIO to run $9.5B tech budget

Moving forward, the company's technology organization will be especially focusing on innovations in machine learning and robotics

Citi Private Bank Lures Bay Area Executives From J.P. Morgan

Two of the bankers oversaw billions in client assets.

Deutsche Bank taps BofA banker as vice chair of Americas natural resources

He had been at Bank of America Corp since 2003, most recently as vice chairman of global energy investment banking, and has more than 30 years of experience in energy banking, the memo said.

Philly investment banker Greenberg joins NYC firm

Greenberg’s “leadership role in many transformative M&A and financing engagements” is “well matched” to TM

Ferris Capital Adds Industry Veterans

We are very fortunate to have found someone of his caliber and look forward to continued success.

Armory Group strengthens investment banking and advisory service offerings with senior hire

He has represented both private and public clients in negotiating placements of debt and equity.

James Lelko Joins Andersen Tax Chicago

Prior to joining Andersen Tax, James worked at PwC

Leading global professional services firm boosts Wealth Management Offerings

He joins as a Senior Director in New York

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