Managers of Wealth Americas

Klingman & Associates expands team

He most recently served as an advisor at another New York City based registered investment adviser after previously working at Morgan Stanley and Goldman Sachs.

Merrill Broker Leaves His Team and Jumps to Janney

Aubrey was the only one of the seven-person Horton/Aubrey group to have left Merrill, said a team member who spoke on condition of anonymity.

BNY Mellon Wealth Management Names Head of Private Business Advisory in Columbus

Czepyha graduated summa cum laude from Columbia University where he received a Bachelor of Arts in English.

T. Rowe Price Vice Chairman Ed Bernard To Retire In December 2018

He will stand for re-election to a final one-year term on the T. Rowe Price Board of Directors

Willow Creek Wealth Management welcomes new advisor

Willow Creek Wealth manages over half a billion in assets for its clients.

HighTower Dismisses Senior Recruiting, Marketing Executives

The changes cap a year of other senior management departures at the firm that was founded in 2008 by Elliot Weissbluth.

Blackstone Names President and Chief Operating Officer

“I have had a wonderful 15 years at Blackstone so far and still savor every minute of it."

Guggenheim PM departs after internal investigation: reports

The WSJ cited a memo sent to Guggenheim Investments employees by Anne Walsh

LaSalle chooses new CIO for value-added funds

Mr. Munoz will take on primary responsibility for strategy and day-to-day operations of new value-added funds.

Andersen Tax Announces Boston Office MD

Prior to Andersen Tax, Mike began his career at Arthur Andersen.

LJ Partnership Recruits HighTower Advisors Team for NYC Expansion

The private wealth manager already oversees more than $14 billion in client assets and plans on continuing to expand its presence internationally.

30+ Year Industry Veteran Chris Radford Joins AE Wealth as President

Innovative Technology Enhancements for Advisors Further Position AE Wealth Management to Continue Growth Trajectory

Myles Gilbert Joins Ares Management as Head of Investor Strategy & Solutions

Newly Created Position Highlights the Increasing Interest from Investors To Tailor Investment Solutions and Coordinate Cross-Platform Mandates

Santander Asset Management appoints CEO

Santander Asset Management (SAM) has named Mariano Belinky as its new chief executive officer, the firm announced February 6.

Goldman Sachs Names Its First Female CEO for Brazil Business

Bastos will report to Gonzalo Garcia and Ram Sundaram, co-heads of Latin America, according to the memo.

Financial Editor of The Wall Street Journal to join Lazard

Based in New York, Mr. Berman will join Lazard’s growing Shareholder Advisory practice

Ladenburg Names Industry Veteran as SVP Of Advisory Services & Solutions

Industry Leader to Spearhead Enterprise Strategies to Enhance Advisory Platforms, Expand Fee-Based Advisory Work and Advance Ladenburg’s Position in RIA Channel

Securities America Adds Two Advisor Groups and $3.5 Billion Assets

Two more super OSJs leave NPH for a subsidiary of Ladenburg Thalmann Financial Services.

HSBC Mexico hires Invex fund selector

HSBC has strengthened its Mexican asset manager with the hire of a local fund selector.

Northleaf hires Vision Capital’s Matt Shafer to lead NYC office

Canadian private-markets investor Northleaf Capital Partners has hired Matt Shafer as a managing director on the firm’s private equity team.

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