Managers of Wealth Americas

Mark Shelton Appointed General Counsel for State Street Corporation

Mark is an accomplished financial institutions attorney with a commercial orientation and deep knowledge of the banking industry

Andersen Announces 30 Promoted Managing Directors in 2024

As of January 1, 2024, Andersen will boast more than 280 Managing Directors throughout the United States.

Fiduciary Trust International Welcomes Matthew W. McKean as Wealth Director in Boca Raton Office

Industry Veteran Joins Firm to Propel Further Growth in South Florida

Longtime BCB Bancorp leader retires, successor takes reins

During his tenure, Shriner oversaw Millington Bank’s conversion from a mutual holding company structure to a fully public institution

InvestCloud Appoints James Young as Chief Information Officer

InvestCloud continues to bolster leadership with top industry talent

Berkshire (BHSI) makes two key promotions within its NA claims team

Robert Romeo Head of Claims, North America, at BHSI, commented: “It is my pleasure to welcome three teammates

Lazard Hires Former Onex, Rothschild Restructuring Bankers in Revenue Push

The hirings come as more companies buckle under higher financing costs and explore options to remain stable.

Dentons welcomes New York Corporate duo to the Firm

Their work extends to transactions related to the acquisition or divestiture of claims against bankrupt or insolvent entities, both domestically and in international jurisdictions.

Dentons' VTG group continues accelerated expansion with addition of Michael Rennock

Rennock’s arrival to the practice follows that of nearly 15 other partners and counsel who have joined the practice in 2023 from Boston to Silicon Valley and beyond.

Cliffwater adds Head of Portfolio Solutions

Prior to joining Cliffwater, Phil served as Chief Investment Officer at Savant Wealth Management.

Crestone Capital names 2 new shareholders

Patience Peterson, executive director of marketing, and Tom Gallanis, executive director of client advisory, join 14 other shareholders in the 100% employee-owned firm.

Financial Gravity Welcomes New Family Office Director Alan Scher

As the founder of Scher Group, Alan has over 30 years of tax and accounting experience.

Eversheds Sutherland Announces Election of Eight US Attorneys to Partner

“Eversheds Sutherland is deeply committed to fostering, developing and advancing the kind of top talent evident in this class of partners and I congratulate them all on this significant milestone in their career.”

Eversheds Sutherland Announces Promotion of 12 US Attorneys to Counsel

Eversheds Sutherland is deeply committed to fostering, developing and advancing the kind of top talent evident in this class of counsel and I congratulate them all on this significant milestone in their career.

SEI Announces Wayne Withrow to Step Away

SEI will conduct a search internally and externally for Withrow’s replacement.

Guggenheim Investments Appoints Chief Investment Officer, Fixed Income for Guggenheim Partners Investment Management

He will continue to report to Anne Walsh, Chief Investment Officer for GPIM.

Skyview Wealth Management's Roy Kelsey Joins Financial Gravity Team, Bringing Over $20 Million in Assets

This addition signifies a strategic enhancement to Financial Gravity’s focus on tax-centric financial services and asset management.

Macquarie Asset Management makes strategic hire to support growth of Private Credit business

He rejoins Macquarie Asset Management from Audax Private Debt, where he oversaw the insurance solutions efforts across the company’s private debt platform and expanded investor relationships on a global basis.

FINRA Names Feral Talib as Executive Vice President and Head of Surveillance and Market Intelligence

Talib will lead FINRA’s efforts to enhance this strong foundation of surveillance excellence, with a focus on continuous innovation.

CI Financial Announces that Darie Urbanky, President, Chief Operating Officer and Head of Asset Management, to Retire in 2024

Effective January 1, 2024, Marc-André Lewis, Chief Investment Officer of CI GAM, will assume the role of co-head of CI GAM. Mr. Lewis will retain his current responsibilities as CIO.

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