Managers of Wealth Americas

Claudia Poernig Joins Baker McKenzie as Partner

And other announcements of recent hirings and promotions of New York attorneys.

Raymond James Brings on $216M Breakaway Merrill Rep: Recruiting Roundup

The advisor began her financial-services career in 2005 with Merrill Lynch and earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning.

Independent Bank Hires Veteran Lenders to Support Denton Growth

Independent Bank’s unique brand of banking extends from the Gulf Coast of Texas to the Rocky Mountains.

JTC Expands Senior Management Team with US and UK Appointments

Tony Whitney, Group Head of Institutional Client Services, welcomed Wouter and Jonathan to JTC

Investcorp Appoints Jan Erik Back as Chief Financial Officer

He started his career with Swedish bank, Handelsbanken, in their international finance and accounting operations.

Four Morgan Stanley Executives Leave for Technology Firm Advizr

The financial planning company’s CEO said the hires represent a turning point in the industry’s technology space.

MUFG Hires Maureen Sullivan To Be Head of Supply Chain Finance Group For the Americas

Sullivan's 'Demonstrated Success,' Will Add Value for Clients, Says Jon Lindenberg, MUFG's Deputy Head of Investment Banking for the Americas

PIMCO Hires Global Head of Talent and Organizational Development

Ms. Lewis will drive the design and execution of PIMCO’s firm-wide talent management initiatives

Instinet Appoints Mark Kelley as Senior Equity Research Analyst Covering Internet

Based in New York, Mr. Kelley joins Instinet from Citigroup, where he was the lead analyst in the small and midcap Internet group.

OppenheimerFunds hires new Chief Risk Officer

He previously held several roles within their Prime Brokerage, Equities, and Fixed Income Securities Divisions. Deek began his career in 1993 at Mentor Graphics as a Development Engineer.

Gilroy joins other Barclays veterans at Bakers

Terence Gilroy spent more than four-and-a-half years with the bank, prior to which he spent seven years with Shearman & Sterling.

Wells Fargo Securities appoints 2 to head mortgage finance group

Kavour brings almost 25 years of experience to the role. He has been with the company since 2012, starting as leader of the RMBS and mortgage trading team.

Lord Paul Myners Joins the Board of Rockefeller Capital Management

Former UK Treasury Minister and Financier Named Second Independent Director

Meketa Investment Group Expands Employee Ownership Team

Principals Timothy Atkinson, Christy Gahr, Molly LeStage, Richard O’Neill, Bradley Regier, Colleen Smiley and Larry Witt have joined the firm’s ownership group

Pinnacle adds manager and five client service specialists

Morrison has 23 years of experience and came to Pinnacle from Ingram Barge Company in Nashville

Evercore Wealth Management Appoints Thomas Olchon as a Managing Director and Wealth & Fiduciary Advisor

Mr. Olchon joins Evercore from Bessemer Trust, where he led a team responsible for delivering the firm's wealth management services to ultra high net worth clients.

BNY hires former Fidelity exec to head investment strategy

Pierce mostly recently served as an executive vice president at Fidelity Investments’ investment product group from December 2014 to January 2017.

Raymond James Revamps Alex. Brown Manager Ranks

Raymond James spokespeople did not immediately return calls to comment on the changes.

Kingfisher acquires top talent in Nicole Brandon to head Family Office Division

Leveraging decades of thought leadership and personal and professional relationships cultivated over three generations, Kingfisher supports families and business owners in achieving their security, lifestyle and legacy goals.

BNY Mellon Wealth Management Names Sheryl Linck as a Senior Wealth Director

Linck will be engaging and leveraging teams in Pittsburgh, Cleveland and Chicago as appropriate to support this effort.

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