Managers of Wealth Americas

Merrill Divisional Head Vince Fertitta Steps Aside

Fertitta’s change highlights the fragility of middle-management positions at large firms and also may indicate a broader management reorganization at Merrill Lynch Wealth, insiders said.

Longtime DLA Piper Partner Becomes First General Counsel of Chicago Wealth Management Firm

Rudnick, a third generation Partner with DLA, takes on a new executive role with Chicago-based financial services firm Cresset Capital.

Goldman Sachs Names Giovanni as Co-Head of Global TMT Group

The promotion comes as Goldman Sachs is bolstering its tech investment banking business, with a focus on Asia.

Former BNY Mellow Legal Exec Goldenberg Joins Reed Smith

Goldenberg additionally served as legal counsel to the consumer deposits team at Bank of America and led the advice and guidance team at Morgan Stanley.

Morgan Stanley Hires Ex-UBS Complex Manager in Southern California

Bigler, who had not been registered as a broker since his exit from UBS, declined to comment.

National Holdings appoints Managing Director, Chief Market Strategist

Before joining AMG, Mr. Horgen founded a private equity firm, Eastside Partners

Bank of America hired a NY equities MD from RBC Capital Markets

Ahead of Brexit in March, banks have been moving teams out of London.

Bryn Mawr Trust appoints Director of Institutional Wealth Management

In addition to years of experience, she has an extraordinary reputation in this arena and her unique insight will be an asset to BMT’s many endowment and foundation clients, and to our many individual clients with significant legacy ambitions.

$1B team defection from Wells Fargo is big win for indie firm

A Wells Fargo spokeswoman declined to comment on the team's departure.

AMG Names Jay C. Horgen as President and Chief Financial Officer

He will continue to report to Mr. Dalton.

One of UBS' top fixed-income executives in the US has left the firm and is investing in marijuana and opening up gyms instead

Swasbrook joined UBS in 2015 from Deutsche Bank

HSBC Qatar appoints Omar Al Ansari as Head of RBWM

With his intrinsic knowledge of the local banking market, and international banking experience with HSBC, he is a very valuable member of the senior management team in the country.”

Wealth manager appoints new CEO and board member

With six years’ experience as a director of the 31-year-old Leeds-based firm

Family Office Exchange makes strategic new hires

We recognise that dramatic changes will occur over the next decade, from major transitions in private business ownership to new views on entrepreneurship and engagement.

Paul Camp, CEO of Treasury Services, joins BNY Mellon's Executive Committee

His experience across a broad array of businesses will make him a valuable addition to our Executive Committee

One-time bond king Bill Gross to retire from Janus Henderson

Bill Gross, the one-time bond king at Pimco and later Janus Henderson, announces his retirement.

Luxon Financial appoints Head of Business Development

Valentine was most recently Head of Marketing for Rockefeller Capital Management.

AMG Names President and Chief Financial Officer

Before joining AMG, Mr. Horgen founded a private equity firm, Eastside Partners

Guardian Capital Group Announces Appointment of Doce Tomic as Head of Wealth Management Business Unit

The move further strengthens Guardian’s senior executive team and spearheads continuing efforts to enhance and grow the Company’s wealth management businesses in key markets, while bringing greater depth to the organization.

Thompson Hine Adds Partner

His counsel extends to issues arising under state “Blue Sky” laws and processes, and FINRA regulation of public offerings and marketing efforts.

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