Managers of Wealth Americas

Cameron A. Caprio Joins Bernstein's Miami Office as Financial Advisor

Prior to joining Bernstein, Mr. Caprio was a Tax Consultant for Bessemer Trust

Wealth Managers Join First Republic in San Francisco and Boston

Wenner has more than 17 years of financial services experience serving high net worth individuals and families.

Wells Fargo boosts int’l team with Santander hire

The new hires come a year after the wirehouse named Gonzalez regional president.

Rothschild Global Advisory boosts Chicago team

At Rothschild Global Advisory, they will help build the firm’s growing presence globally in General Industrials, Distribution, Paper and Packaging, and reinforce the mandate of Rothschild Global Advisory to be a premier strategic advisor to companie

JP Morgan Private Bank appoints new head of sustainable investing

She will be based out of the firm’s headquarters in New York.

HSBC Global Private Banking, Americas Launches US-Asia Corridor Team

A group of wealth management specialists who are fluent in Cantonese and Mandarin and have personal ties to Asian culture.

Hughes Hubbard Adds Trade Partner From Baker McKenzie

Fayhee has significant experience assisting multinational companies facing crises and other high-profile reputational risks.

Coin/cryptocurrency exchange appoints three new directors

Makes two key senior management appointments – a new Chief Financial Officer and Senior Vice President of Technology and President of its subsidiary, ArbiPay

Moore Colson Promotes Nine Senior Managers to Directors

Moore Colson, the number one ranked Best of the Best CPA and advisory firm in the United States by Inside Public Accounting, announces the promotion of nine senior managers to directors

With female managing partner in the wings, Edward Jones emphasizes diversity

Penny Pennington, who's been named to succeed Jim Weddle at the start of next year, will join a handful of women in top positions at large financial firms

CORDA Investment Management boosts Team

Investment Management in Texas announces the addition of new team member

UBS Loses Brokers in California and Massachusetts to Wells Fargo

It also may be reluctant to stir up UBS, which pulled out of the Protocol for Broker Recruiting in December and subsequently attempted to restrict some departing brokers from contacting their former clients.

Hedge fund FORT names President

Bohart joins FORT as the firm continues to grow following a minority investment by Petershill II, an investment fund managed by Goldman Sachs Asset Management, in late 2015.

EP Wealth Advisors Names Patrick G. Goshtigian as CEO

Under Goshtigian’s leadership, EP Wealth began an acquisition strategy with the goal of increasing scale as a means to enhance and expand its service offerings to clients.

AdCap bolsters top Colombia ranks with BTG Pactual hires

Londoño spent four years as a relationship manager at BTG Pactual and previously ran the trading desk at local firm Alianza Valores.

Deutsche Bank Point Man for Hedge Funds, Barry Bausano, to Leave

“We owe Barry a great deal of gratitude for his contributions to the bank over the years, including building a leading global prime finance platform, forging strong relationships with hedge fund founders, principals, and CIOs,”

Portland RIA snags Merrill advisors, crosses $1bn in assets

The duo left Merrill Lynch this month to set up their own shop which has been acquired by a growing independent advisory firm.

Paul Glover Joins G2 Insurance Services as Assistant Vice President and Producer

Prior to joining G2 Insurance Services, Paul spent nine years in positions of increasing responsibility with The Travelers Companies

Credit Suisse is hiring a new US head of equity sales as it seeks to become top 5 player in stock trading

A Credit Suisse spokesman confirmed the contents of the memo but declined to comment further on the hires.

State Street Global Advisors names new head of Americas Distribution for SPDR ETFs

She will be based in Boston and report to Rory Tobin, global head of SPDR ETFs, State Street Global Advisors said.

People Moves