Managers of Wealth Americas

Umpqua Bank Bolsters North Coast Wine Specialty Group With Addition of Six Experienced Bankers

Under the leadership of Corey Dahline and Greg Newhall, the bank strengthens its commitment to serving small and midsize, family-owned wineries and their owners

Waterfall Asset Management Names Three New Partners

These appointments reflect the significant contributions they have each made to Waterfall and their leadership throughout the Firm's continued growth.

Citi appoints Achintya Mangla head of financing for investment banking

Achintya will assume responsibility for Global DCM, ECM, Syndicate and Private Capital Markets

Freshfields Adds Leading Capital Markets Partner in New York

Clients to Benefit from Combination of New Partner’s Financial Institutions and Fintech Experience with Firm’s Global Financial Regulatory Strength

Paretchan named Global Head of Distribution and Market Relations, Guy Carpenter

She joined the organisation in June 2000, serving as an Associate Broker, based in New York.

Former BlackRock Executive Kushal Kshirsagar Joins Chicago Atlantic

Prior to BlackRock, Kshirsagar worked at UBS, Credit Suisse and Vanguard and received his PhD in Finance from UNC - Chapel Hill.

The CEO of Wealth Management at J.P. Morgan Will Join UBS as Head of US Wealth

As CEO of J.P. Morgan Wealth Management Solutions, Camacho is responsible for all wealth management products, services, and platforms, including investments, lending, and banking

Holland & Knight Continues Growth of Financial Services Team with Addition of Paul Libretta in New York

Mr. Libretta has experience with various asset classes, including credit accounts, marketplace loans, auto loans, mortgages, mortgage servicing rights (MSRs), student loans and life settlements.

Paul, Weiss Adds Leading Fund Finance Partner in New York

Go brings extensive experience representing asset managers and investment funds in complex fund-level leverage transactions.

BlackTORO GWM Adds Yael Malik in Miami

Her experience also includes participation in international primary market transactions

Golden State Wealth Management Welcomes New Advisor, Valerie Krebs

Krebs exits Wells Fargo to establish Aurum Investment Management in Sonoma County

Wells Fargo Hires Sports Banking Exec Peter Dorfman From Truist

The move is part of Wells Fargo’s desire to increase its presence in sports banking.

Americana Partners International Welcomes Javier Altimari as Founder and Managing Partner

Mr. Altimari will advise families and institutions on long-term investment needs

M&A Partner Joins Paul, Weiss in New York

Bogdanovich advises clients on a wide range of corporate transactions, including mergers and acquisitions, private equity investments, and corporate governance and cross-border matters.

Capstone Partners Appoints Ken Wasik as Co-Head of Investment Banking to Support Ongoing Strategic Growth

With nearly 25 years of investment banking experience, Wasik has been a key member of Capstone's management team since joining the firm in the second half of 2020.

Jonelle Horta joins Axis Capital

Jonelle will also be at the forefront of ensuring cyber customers and brokers have full knowledge of, and access to, our range of services

Cantor Fitzgerald Hires Nappo, Wortendyke in Chicago Expansion

Cantor has been on a hiring spree over the past year as it looks to expand its investment banking business.

BGL welcomes managing director within services

Brown Gibbons Lang & Company employs a managing director for its technology & information services investment banking team.

Morgan Stanley’s Gorman to lead Disney CEO search

The outgoing executive chairman and former CEO was picked for his “deep succession planning experience and long-term strategic mentality.”

ServisFirst Bank Huntsville announces new Vice President

Mae Adams has been promoted to the position of Vice President, Private Banking Officer for ServisFirst Bank Huntsville.

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