Managers of Wealth Americas

$46bn Integrity Wealth hires Alvarez & Marsal exec as president

Craig Walling has left the global management consultancy to lead Integrity Marketing’s newly rebranded wealth business.

Alexandra Barth joins the Corporate & Investment Bank as Co-head of Leveraged Finance

Alex received a Bachelor of Arts from Dartmouth College.

Chubb Appoints David Lupica Vice President, Chubb Group and President of Westchester, Company's Wholesale E&S Business in North America

Lupica succeeds Scott Meyer

Ana Robic and Ben Rockwell Appointed Senior Vice President, Chubb Group

Ana Robic has more than two decades of insurance experience

Snowden Lane Partners Bolsters Coral Gables Office, Adds Managing Director

Industry Veteran, Felipe Torres, Joins Snowden Lane’s Ureña Wealth Management Group

Integrity Names Industry Veteran as President of Integrity Wealth

Craig is an incredibly capable and seasoned leader

Blackstone taps Citi veteran Tyler Dickson for a key role in credit business

Private equity firms have been lately moving towards the fast-growing business of credit.

RFG Promotes Shannon Spotswood to CEO

RFG Chief Investment Officer Rick Wedell will take over as RFG’s president while retaining his CIO duties.

Three-person advisor team joins UBS Private Wealth Management in Tampa, FL

These talented financial advisors employ a comprehensive planning approach to meeting the financial needs of clients and are great additions as we continue to grow our capabilities and footprint in the region.

Chubb Reorganizes Latin American Region into Three Sub-Regions; Appoints Leaders for Each Territory

Region now comprises Northern Latin America, Southern Latin America and Brazil

UBS Hires Private Wealth Management Team in Westlake Village, CA

They focus on serving the complex needs of ultra-high-net worth clients

CME Group Appoints Global Head of Fixed Income

Dennis will now call on his expertise to oversee the most actively traded global benchmarks, futures and options at CME Group.

Chubb Appoints John Lupica Executive Chairman of North America Insurance

All of the appointments are effective immediately.

Jason Fial named partner at Scottsdale’s Wilde Wealth Management Group

Prior to joining Wilde Wealth, he was a financial representative for Country Financial for nearly 15 years and earned his bachelor’s degree from Arizona State University.

DLA Piper Canada welcomes associate Ben Tustain

Ben has acted for clients in a wide range of matters, including construction liens, fraud recovery, maritime disputes, product liability, corporate governance disputes and insolvency.

Cornerstone Hires Michael Pawlyszyn, Former SAP SuccessFactors Executive as EVP and Chief Revenue Officer, Americas

Appointment comes on the heels of workforce agility platform launch, 14-city Connect Live World Tour, and two key acquisitions in the XR and skills data space

JPMorgan's chief market strategist, bearish on equities, exits firm

Kolanovic has been a bearish voice on Wall Street, retaining a 2024 price target for the Standard & Poor's 500 index of 4,200

Citizen Bolsters Wealth Management Recruiting

These recruits include a 12-person team from San Francisco with over $5 billion in assets and a four-person team from Boston with about $1 billion in assets, both previously from First Republic Bank.

Citi Tech Executive Is Latest to Leave as Wealth Overhaul Continues

Varela ran the tech team responsible for “leading the transformation of Citi Global Wealth,” his LinkedIn profile said. Varela didn’t respond to requests for comment.

Jose Minaya Joins BNY as Global Head of BNY Investments and Wealth

Mr. Minaya will join the company on September 3

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