Managers of Wealth Americas

Stifel taps insider to fill CIO role for BD unit

He will lead the team responsible for developing investment strategy and corresponding investment solutions for the financial advisors and clients of Stifel’s Private Client Group.

Foresters Financial Strengthens Management of First Investors Global Fund

Pedro Marcal will take on the newly created position of Director of International Equities

Castle Ridge Asset Management tasks Former JP Morgan Managing Director, Edwin Li, to Expand Artificial Intelligence Fund

Edwin holds an H.B.A. with Distinction from the Richard Ivey School of Business and was one of the youngest Managing Directors promoted at JP Morgan during his tenure.

John Morey Joins Fiduciary Trust’s Leadership Team

Fiduciary Trust Company, a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, expanded its leadership team with the addition of John P. Morey in the newly-created position of Vice President, Head of Client Service

Atlanta wealth management firm Balentine expands leadership team

Prigge, also a founding partner at Balentine, heads the firm’s relationship management team.

Pershing Square's Fraidin to join Cadwalader as M&A lawyer

Fraidin is leaving the activist hedge fund which generally makes only about a dozen long-term investments

Inteligo AM boss joins Lima-based family office amid growth drive

Due to tax rules, 'there are clients that maybe want to leave their money in Peru, not take [it] out,’ Velarde said.

Chubb Strengthens Energy Industry Practice with Leadership Appointments

Brad Watson and Barton Porter to Lead Chubb's Mid- and Large-Market Industry Segments, Respectively David Barclay to Retire from Chubb in June

CAPTRUST boosts board of advisors

Leveraging the Board's collective wisdom enables CAPTRUST to withstand ongoing growth opportunities and enhance its service offerings.

Andbank fund selector exits to join Uruguay WM

The firm is made up of eight people and also has a Buenos Aires-based advisory firm called The Investment Company.

Janney hires 3 advisors, including $133M father-son duo

A Janney spokeswoman did not immediately respond to a request for the advisor's AUM.

BlackRock recruits DFA veteran to lead iShares distribution

At DFA, Lane was responsible for the strategic development and global distribution of retirement solutions.

Bernstein Adds Senior Talent to Support Growth in San Francisco

In this role, Eagan will be responsible for the oversight of client service, management and strategic growth of Bernstein's business in the region.

Goldman's Ex-Brazil Chief Leme Jumps to Young Hedge Fund Vinland

“Vinland has an experienced team in local and international markets, and many partners are my friends, taking me out of my retirement pretty quickly,” said Leme, who left Goldman in April after more than 25 years there.

Merrill Lynch and UBS Lose Large Producers

Meanwhile, in Pasadena, Calif., Iain Whyte, Simon Holford and Bryan Muth have left Merrill Lynch to launch their own independent wealth management practice, Pasadena Private Wealth, according to FA magazine.

Driehaus Capital Management Adds to the Sales & Marketing Team

Mr. McElroy brings over 25 years of experience in the financial services industry, with a proven track record of business development and raising assets.

CIO Scott Evans to Leave NYC Pensions at Fiscal Year-End

Evans is the third CIO to resign from a NY pension this month.

Celent appoints new CEO

To Oversee Next Phase in Celent’s Digital Services Platform

Wells Fargo AM expands multi-asset team

Cheng’s focus is on managing absolute return and alternative risk premia strategies.

Rockefeller Capital Management boosts board

In addition to Rockefeller Capital Management, Jung serves on the boards of Apple and Unilever. She was previously a director of General Electric and a supervisory board member of Daimler AG.

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