Managers of Wealth Americas

Hanson Bridgett LLP Plants Flag in Fresno with Addition of Labor & Employment Partner Ryan Eddings

Eddings comes to Hanson Bridgett from the labor and employment firm Littler Mendelson P.C.

UBS Team Managing $500 Million Defects for RBC in New York

The Austin and Smith Wealth Management Group is led by 38-year veteran Thomas G. Austin who spent the last 33 years of his career at UBS.

Temenos Strengthens Product Leadership with Key Appointments

Rohit Chauhan will lead the development of Temenos’ overall technology strategy, innovation, research and development

BBVA Global Wealth Advisors appoints the new CEO

In his new role, he will lead BBVA Gwa’s efforts to provide investment advisory services to Latin American clients.

Insigneo Appoints Chief Compliance Officer

Paul brings more than two decades of experience across U.S. and international banking and wealth management institutions.

Insigneo welcomes Camilo Gomes to its network of financial advisors

Insigneo has bolstered its New York team by bringing on Camilo Gomes

Donaldson Capital Management Announces Appointment of Drew Runion to Board of Directors

Runion is Vice President and Partner of ABC Cutting Contractors, Inc.

Emigrant Bank appoints Mark Rogozinski to lead family office services

The veteran leader from Cresset will support Emigrant’s network of high-net-worth advisory firms and specialty platforms.

Santiago Robledo Joins JP Morgan Private Bank as Banker in Miami

He began his career as a financial advisor at Merrill Lynch in 2007 and later held positions at Citi, HSBC Private Banking, Crédit Agricole CIB, and Morgan Stanley, before being re-hired by Citi

JPMorgan Chase taps payments tech head

While his new job isn’t a firmwide one, he now has a larger purview in the massive payments division, overseeing about 8,000 employees, more than twice as many as in his initial post.

Samuel Kim appointed Global Head of Mergers & Acquisitions at Deutsche Bank

A native New Yorker, Sam will be based in New York and report to Alison.

UBS Florida International Adds Ana Sofía Dominguez and Eduardo Carrera

“As part of a leading global wealth manager, Ana Sofía and Eduardo will bring well-thought-out strategies and innovative solutions for every dimension of your financial life,” he added on the professional platform.

Atlantic Union Bankshares appoints chief risk officer

Most recently, Haun was serving as executive vice president and chief audit executive.

State Street Appoints Sara Mathew as Independent Lead Director

Her leadership and perspective are enhanced by her current and former service on other public company boards in the roles of independent director, committee chair and non-executive chair.

SEI Makes Leadership Appointments in Traditional Investment Managers Segment

Evolution of Leadership Reinforces SEI’s Strategic Commitment to Serving Clients and Driving Growth

Hightower Appoints Jennifer Krevitt as Chief Human Resources Officer

Krevitt to lead talent, culture and organizational strategy, harnessing Hightower’s strong growth-oriented culture and strategic business priorities

Bernstein Private Wealth Management Appoints Ashley Velategui as Head of Wealth Strategies Group

Based in Seattle, Washington, Ms. Velategui will be reporting to Alex Chaloff, Head of Investments and Wealth Strategies, who has been leading the $137 billion Bernstein platform since 2023.

Brian Oosterhouse joins J.P. Morgan Private Bank as a VP and Banker

Brian seeks to understand each client’s unique needs and aspirations

Citadel engineer leaves for another hedge fund with windier HQ

Even though Citadel was our Ideal Hedge Fund Employer in 2024, it’s got one niggle that puts off some people: its obsession with Miami.

Fiera Capital Appoints Maxime Ménard as Global President and Chief Executive Officer

Gabriel Castiglio Named Global Chief Operating Officer; Lucas Pontillo Expands Mandate as Global Chief Financial Officer and Head of Corporate Strategy

People Moves