Managers of Wealth Americas

Cohen Probe Trips Up Bridgewater Plan to Name New Board Member

Former Novartis CEO Joseph Jimenez, a candidate for Bridgewater’s board, helped direct $1.2 million to President Trump’s personal attorney

MUFG Promotes Lindenberg to Lead Investment Banking Group for the Americas

"This is a well-deserved promotion for Jon," said Cronin. "With more than 30 years of experience and a strong record of accomplishment, I am confident he can successfully lead our investment bank on the next phase of its journey.

Schroders LatAm senior sales manager to join BlackRock

At Schroders, Rosemberg oversaw relationships with high net worth clients in private banking and financial advisory in Latin America, excluding Brazil and Mexico, from his base in Santiago.

Kestra Private Wealth Services recruits experienced breakaway team

The team, previously affiliated with Wells Fargo Advisors, oversees $300 million in assets under management.

Wells Fargo Advisors Loses More FAs to Raymond James

"We’re very pleased to welcome Wayne and Steven, who share our values and longstanding philosophy that clients’ interests come first,"

Boston Private Wealth Names CIO, COO

Both Ms. Saccocia and Mr. Anderson will report directly to Scott Dell’Orfano, President of Boston Private Wealth.

Wealth Managers Join First Republic in San Francisco and Boston

Wenner will work in First Republic’s San Francisco office at 111 Pine Street and Beard will be located at 160 Federal Street in Boston.

Thirty Year Banking Veteran Sara Moran-Sam Hired to Lead Professional Bank's Dadeland Expansion

Moran-Sam brings with her over thirty years of banking experience in South Florida.

Baird snaps up 2 Wells Fargo advisors with more than $550M in assets

The new hires are the latest additions to the firm’s wealth management segment. In early 2018

Coronadan Courtney Liddy Named A Managing Director With UBS

Liddy has been providing financial and wealth management services to high net worth families, foundations, and businesses for over 25 years.

$800M Merrill Lynch broker jumps to J.P. Morgan Securities

Over the past year, J.P. Morgan Securities has pulled in a number of elite brokers and teams managing large books of business.

David Noah to Join Evercore in July as a Senior Managing Director in the Firm's Investment Banking Business

We are extremely pleased that David has chosen to join our Firm.

Steve Cohen's Point72 Hires Macro Team From Balyasny

A group of five jumped after a short stint at Balyasny

UBS Head of European M&A Brizay Is Said to Join Bank of America

Laurent Dhome, the Swiss lender’s managing director for financial sponsors in Europe, is also departing for Bank of America to advise private equity clients, they said.

Element Fleet Management Names Jay Forbes as Chief Executive Officer

Along with the rest of the executive leadership team at Element, Mr. Jauernig will ensure continuity and smooth on boarding for Mr. Forbes.

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.

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