Managers of Wealth Americas

Forbes Names Mesirow Wealth Advisor Jennifer Rosenblum, CFA as 2025 Top Women Wealth Advisors Best-in-State

Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition.

Park Avenue Securities and National Financial Network welcome Brian Falconer and colleagues from Wealth Management Resource Group

National Financial Network expands its footprint in the Northeast and enhances its joint commitment with Park Avenue Securities to client financial well-being.

Citizens Continues Private Wealth Expansion with Addition of Advisor Team in Southern California

Reddaway and his team specialize in customized wealth management solutions for high-net-worth and ultra-high-net-worth individuals, families and businesses.

Gresham Partners Recognizes Excellence with Three Promotions

Their leadership, insight, and passion for excellence have made a lasting impact, and we have every confidence that they will continue to elevate the level of service and strategic guidance we provide.

Timothy Stansbury Joins Orion Wealth Management LLC

Tims primary objective is safeguarding his clients' assets, mitigating risk while leveraging his 15 years of experience.

IEQ Capital Appoints Jennifer Kowal As Senior Income Tax Strategist

Ms. Kowal will collaborate with clients and advisory teams to provide sophisticated income tax planning strategies

FNEX Appoints Bobby Dalzell as President of FNEX Wealth

FNEX Wealth enables advisors to strengthen client relationships and provide institutional-caliber family office services.

Sarah Mouser Joins Verdence Capital Advisors as Managing Director of Financial Planning

Mouser will manage the continued growth and development of Verdence’s financial planning services

Avantax Welcomes Multi-Generational Firm Brazzel Wealth Management, With Approximately $80 Million in Assets Under Administration

Brazzel transferred to Avantax from Allstate Financial Services, LLC

Financial Gravity Welcomes New Family Office Directors Lauren Fischer and Dave Fischer

Lauren and Dave are co-founders of Team Fischer Financial.

LPL Welcomes Shorepoint Wealth Management

He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network.

Ares builds up wealth team with Fidante poach

The private markets specialist joins the US$$484 billion alternatives investment giant as a principal even as country head John Knox beefs up his wealth management team.

US-based FinWise Bank promotes president to CEO

Noone holds specific experience in the lending sector

Peapack Private Bank & Trust Welcomes Zachary Bermudez

He was promoted through the ranks of underwriting, origination, and relationship management to acting department deputy, assisting in the maintenance of a $33+ billion CRE loan portfolio

Evercore Wealth Management Promotes Paulo Coelho, Neza Gallitano and Alex Lyden to Partner

Mr. Coelho works with families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.

Citi’s UK Private Bank Head Knowland to Depart After 20 Years

Knowland, who joined the New York-based firm in 2005, was most recently regional head of Citigroup’s private bank for areas including the UK and British crown dependency of Jersey.

Christine P. Ball Appointed to the Board of Hanmi Financial Corporation

The addition of Ms. Ball brings the total number of Hanmi Board directors to eleven.

Apollo names Rob Littlemore as Independent Non-Executive Director

He currently serves as a Non-Executive Director on the Lockton Re International LLP Board and as Chairman of the Lockton Re Audit, Risk, and Compliance Committee.

Vicky Ivanova rejoins Tysers to lead US Casualty and US Healthcare team

Ivanova will leverage her 10 years’ broking experience in placing complex risks across the US Casualty and Healthcare markets to help drive Tysers’ strategic expansion of the practice

Lazard Appoints Peter Harrison To Its Board Of Directors

This appointment reinforces Lazard’s focus on further strengthening and diversifying its asset management business.

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