Managers of Wealth Americas

BNY Mellon appoints Head of Strategy

He co-led McKinsey's Capital Markets & Investment Banking practice and authored multiple reports on the firm's perspectives on the future structure of the wholesale banking industry.

BMO adds key consultant relations role

Anne Coupe joins from UBS Global Asset Management as consultant-relations chief

Citi Private Bank poaches JPM due diligence analyst

Citi Private Bank's traditional investments research team is made up of 14 research and due diligence analysts, led by Donald Marchesiello, global head of traditional investments.

Lazard appoints senior advisor

He has more than three decades of experience advising financial institutions on strategic matters.

Wells Fargo Securities Names Investment Banking Vet Vice Chair of Energy & Power Group

With more than three decades of experience in the oil and gas sector, Scott is a great addition to our energy and power investment banking platform,” said Hudson

Oppenheimer Adds Bruce Buchanan As Head Of Restructuring & Special Situations Group

I am excited about the opportunity to leverage the global footprint and full-service capabilities of this platform

Global law firm Nabs Another DLA Piper Defector in Chicago

We just opened our Chicago office last month, and we are pleased to add another M&A lawyer to our rapidly growing team

Top UBS gatekeeper to join Citi Private Bank

Ray Joseph, who has been a top gatekeeper at UBS, is to join Citi Private Bank.

King & Spalding Adds Class Action Litigators to its Chicago and Los Angeles Offices

Both new partners join King & Spalding from Sidley Austin.

TD hiring 200 advisers to boost wealth-management business

Canada’s largest lender by assets has about 2,100 wealth planners and advisers for its domestic business.

DiMaio Joins Bryn Mawr Trust Wealth Management Division

Mr. DiMaio has more than 25 years of experience in wealth management

PJ Solomon hires Rothschild consumer banker Gottschalk

Before Lazard, Mr. Gottschalk held a similar position at Wasserstein Perella & Co.

B. Riley FBR Expands Team with Four New Investment Bankers

I’m thrilled to have Chris, Todd, Paul and David join the B. Riley FBR team

Morgan Stanley Loses $1.6-Mln Broker to Wells in Texas

Earlier this month, Wells hired a $1.7 million producer in California.

Wilshire Funds Management Strengthens Expertise with Two Key Hires

Kim comes to Wilshire with more than 18 years of industry experience.

Goldman Names Two Women To Top Committee As Solomon Era Kicks Off

Goldman Sachs last week identified David Solomon as its next chief executive

Union Bank Expands Pacific Northwest Wealth Management Team

Ryan Velo-Simpson Joins as Wealth Strategist

Fidelity Advisor Managing $2.7 Billion Joins RIA

Larry Rollins said Monday he was joining Brenton Point Wealth Advisors.

Finra Loses Analytics Head to Merrill Lynch

He was also responsible for creating the methods used to detect risks in broker-dealer firms and determine how those risks would affect the regulator.

Pimco Executive Resigns After Allegations of Inappropriate Behavior

Bill De Leon’s resignation follows an internal review into his alleged behavior at a May 2017 charity event

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