Managers of Wealth Americas

Cambridge Trust Hires Veteran Private Banker

The appointment is part of Cambridge Trust’s continuing initiative to make strategic hires in support of its expanded banking and wealth management offering.

Change at the top of BNY Mellon Wealth Management

“A new CEO is going to be appointed in due course,” said Jill Kremins, chief marketing officer at Boston-based BNY Mellon Wealth Management, confirmed on Monday.

Chris Kerckhoff Named CEO of $4B Wealth Management Firm Plancorp

Longtime Plancorp executive to lead next wave of business development and digital innovation

Life-long JPMorgan Private Banker in L.A. Shifts to Merrill

Merrill’s PBIG unit includes around 350 brokers serving a limited list of clients with at least $2.5 million invested at the firm.

Capgemini appoints head of financial services business

He also becomes a member of the Group Executive Board. Anirban succeeds Thierry Delaporte who has taken on the role of Chief Operating Officer for the Group.

CBRE Global Investors Taps New Senior Managing Director

Scott Spalding will be responsible for business development with financial intermediaries and investment advisors who assist high net worth investors.

Crypto Firms Successfully Poaching Top Wall Street Talents

The appointment takes effect on March 1, 2018.

Merrill Lynch and Wells Fargo Lose Reps to Raymond James

Separately, Matthew Mossburg has joined Raymond James in El Paso, Texas, from Merrill Lynch, according to an announcement. Mossburg had been with Merrill Lynch for more than five years.

Lombard International Appoints US Head of Distribution

He will lead the US sales and distribution teams, which focus on three main channels: independent agents, financial intermediaries and institutional investment managers.

Citi Private Bank Strengthens Capital Markets Team

Kristen Bitterly Michell appointed Capital Markets Head for the Americas

Allen & Overy expands team

Allen & Overy has bolstered its cross-border and infrastructure capabilities with the appointment of Andrés Arnaldos as Senior Counsel within the firm's Global Projects, Energy and Infrastructure practice.

B. Riley FBR appoints Head of Fixed Income Capital Markets

“Dan’s experience with building a Fixed Income Capital Markets operation, combined with his successful track record and extensive industry expertise, enables us to expand and strengthen our existing fixed income platform,”

Two More Wirehouse Veterans Join Kestra Private Wealth Services

It is clear Kestra PWS and Stone Beacon Capital share my vision for putting investor interests first

BBVA Compass appoints City President of LA Commercial Banking Office

"Steve is our first City President dedicated strictly to the Greater Los Angeles area, which tells you how important this market is to us,"

Lazard Elects Iris Knobloch to Board of Directors

Richard Parsons Named Lead Director

Morrison & Foerster adds experienced financial services partner

Susan Gault-Brown joins Morrison & Foerster in Washington, D.C., highlighting the firm’s continued growth in the region

Invesco recruits MD and private equity head

Invesco Ltd has named Carl Stanton as managing director and head of private equity. Previously, he was a managing partner at Wellspring Capital Management.

Wealth management firm appoints business development and client service head

Experienced financial professional joins comprehensive wealth management firm’s Atlanta office

Pantheon Makes Senior Appointments in Europe and U.S.

This is a new function, and it reflects the continued global expansion and growth of our business across investment strategies and clients.

BlueMountain hires former Pine River partner Teichholtz

At BlueMountain there has also been a string of recent departures but the firm also hired roughly four dozen people last year, some in senior positions.

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