Managers of Wealth Americas

Pibank USA Names Francesc Noguera CEO Amid Shift to Digital-First Banking Model

The digital banking transition marks the formal evolution of Intercredit Bank, N.A. into the Pibank brand, a move designed to meet modern consumer demands for seamless digital access.

M&T Bank promotes Dave Dreverman, Hilarie Lynn

M&T Bank operates 38 branches and employs 356 people in Central New York

Citizens President Coughlin Assumes Expanded Role

Brendan has consistently shown he can take on broader responsibilities and deliver impressive results

Arch Re promotes William Soares and Jon Schriber

Schriber joined the Bermuda-based firm from reinsurer PartnerRe in 2023 as President of Arch Reinsurance Company.

Cerity Partners Names Will Peng as Chief Innovation Officer

The appointment brings fintech entrepreneurship and AI expertise to support the firm's continued innovation and growth.

RBC names co-CEOs to lead its European arm

The co-CEOs will steer capital markets and wealth management as RBC chases market share

Munich Re Appoints Michael Correa President and CEO of Canada (Life)

Based in Toronto, Correa will report to Mari-Lizette Malherbe

Carson Wealth adds Kentucky team managing $201M in assets

FFR Wealth Team's move to full integration follows years as an independent partner office.

Wells Fargo Adds $1.7B Connecticut Team From RBC

The Sheresky Samsen Group includes brothers Steven and Jeffrey Shereseky, as well as Jeffrey Samsen and Steven’s son Kenneth.

Underwriting leadership appointments at MS Re

She joins MS Re from Swiss Re, where she most recently held the position of managing director, head of FinPro and Casualty, North America, Corporate Solutions.

Steward Partners Appoints Joseph Glick as Chief Operating Officer, Positioning the Firm for Its Next Phase of Growth

Industry veteran brings deep RIA operational expertise and a track record of scaling firms through technology, automation, and margin expansion; deepening the leadership team as Steward surpasses $53B in client assets

PNC Bank names new regional president for West Florida market

The bank has also named Chris Kalin as head of the expanded North and Central Florida market, combining the two regions and adding in the Orlando metropolitan area.

Katten Launches Miami Office With Capital Markets Partner Josh Kaufman

Kaufman joins as managing partner of the Miami office, a partner in Katten’s Capital Markets practice, and lead partner of the firm’s Public Company Advisory Practice.

Evan Kotsovinos Joins Goldman Sachs as Head of Asset & Wealth Management Engineering

Kotsovinos joins Goldman from Google, where he led the company’s privacy, safety and security organization.

Industry moves: Damon Murchison steps into expanded role at IGM Financial

Plus, CIBC Private Wealth adds advisor team and new faces at Ventum, BMO GAM

BGC Partners' former head of structured products is back, and is hiring

At BGC, Juneja built the structured credit business into the market leader in the interdealer broker market.

Everest promotes Buonpane and Stewart in GWS leadership

She will lead the continued development of the US wholesale platform, with responsibility for underwriting, portfolio management, operations and distribution.

Clearstead adds $5.3B Philadelphia wealth team from myCIO

This is a great transaction for myCIO, and we wish the departing team success with their new firm

Withers appoints 12 new partners in the US, UK and Singapore

Drawn from across our US, European and Asian practices, they reflect the strength of our talent pipeline, the quality of our legal expertise and the scale of our ambition for the future.'

JP Morgan's AI head to depart after 4 decades

In her role leading the data and analytics division, she was responsible for setting data and analytics strategy and governance standards

People Moves