Managers of Wealth Americas

Raymond James sweeps up advisors with nearly $1.4B

They bolted from UBS and officially registered with Raymond James on November 30

Boston Private gatekeeper exits

Before joining Boston Private, Keller was a portfolio manager and research analyst at $4 billion RIA Banyan Partners

OutSystems Announces the Appointment of John Kinzer, HubSpot CFO, to the Board of Directors

He played a key role in HubSpot's initial public offering in 2014, as well as in leading the recent $400 million dollar convertible bond offering.

Brian Smith Leaves First Republic for Fieldpoint Private

With roots in Greenwich, Connecticut, and New York City, the firm expanded to Palm Beach in 2016, and in its first decade has become the fastest growing new private bank in America.

David J. Reavy Named National Sector Leader For KPMG's U.S. Banking & Capital Markets

An Audit partner based in New York, Reavy began his career at KPMG in 1989

Private Bank Shuffle: Big Advisor Jumps to Fieldpoint from First Republic

Smith, who joined First Republic in 2001, started in the industry as a private banker with U.S. Trust and also worked at PFPC, according to BrokerCheck.

Citigroup's new managing-director list is out — here are the investment bankers and traders who just got promoted

The Institutional Clients Group includes, among other operations, Citi's investment banking and trading teams.

Jefferies raids more senior tech bankers on Wall Street as it moves up U.S. rankings

Michael Long, a managing director within Wells Fargo’s TMT investment banking team, joined Jefferies in November as an MD and global head of tech enabled services.

Patrick Kuhn Joins First Business

He joins First Business as part of the Equipment Finance team.

BNP Paribas Asset Management appoints Director of US Institutional Business Development for West Coast

: “We are very pleased that Tami Jackson has rejoined BNP Paribas Asset Management. She brings a wealth of industry knowledge and experience as well as a familiarity with BNPP AM and its capabilities.”

Thomas Deane joins Stonybrook from JLT Capital Markets as a Director

Prior to JLT, Deane was a member of the investment banking unit at Benfield Advisory

Raymond James Recruits $166 Million Advisor Team

The firm's branch manager and registered client associate, Mark E. Lyons, will also be moving to Raymond James.

Kraft Heinz names New York Gibson Dunn partner as global GC

La Lande joined Gibson Dunn in 2000 and focused her practice on complex commercial deals, including mergers and acquisitions, leveraged buyouts, private equity transactions and joint ventures

J.P. Morgan Chase Hires New Chief For Sapphire Reserve

Much of J.P. Morgan’s faith in Sapphire Reserve rests on how many customers will spend $450 on the card’s annual renewal fee.

One of Jefferies’ top technology bankers has quit for a small new investment firm

Kelloff joined Jefferies in 2004 as an investment banker focused on the telecommunications sector

Mizuho Americas Hires Keith Wargo As Managing Director and Co-Head of Banking Coverage

Prior to Mizuho Americas, Wargo was a Managing Director at Deutsche Bank

Wells Fargo Loses $219M Rep to Ameriprise

Wells Fargo Advisors did manage to add 37 new advisors in the third quarter, but its ranks were still off 3.5% compared to the year prior.

Union Bank Appoints Stephen Sherline Head of Private Wealth Management for Southern California

The Private Bank will further enhance the delivery of the bank's full range of capabilities, including comprehensive wealth planning, investment services, risk management, trust and estate services, banking, and lending.

Piper Jaffray Appoints New CEO and President

Abraham joined Piper Jaffray in 1991 as an investment banking analyst.

Franklin Templeton hires head of client investment solutions

He will join on Jan. 8 and report to Ed Perks

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