Managers of Wealth Americas

EFG Chile banker exits to join local investment firm

EFG launched its Santiago office in March 2016 to advise high net worth clients on international investments and also on Chilean assets, which it trades through its own local brokerage.

Raymond James Lures Wells Fargo Reps with $230M

The recent recruits are the first additions of 2018 for Steward Partners, the company says.

Bryn Mawr Bank boosts board

Born in Havana, Cuba, Mr. Calderin immigrated to the United States with his family in 1962.

Baird recruits three for investment banking team

Stack and Song are Managing Directors and Co-Heads of Government Services Investment Banking, and Sevilla will is a Director on the Government Services Investment Banking team.

SS&C Names Rishi Khanna as Managing Director of Alternative Assets Technology

Khanna committed to driving innovative middle and back office alternative asset technology solutions for SS&C customers

Manulife Investments Announces Change to Portfolio Management Team

The Global Equity Team is expected to be fully integrated early in the second quarter of 2018.

Guggenheim Investments Appoints Chief Administrative Officer

Mr. Binder has over 24 years of experience in the asset management industry.

Summit Partners Announces Promotions

Matt Hamilton was promoted to Managing Director

ACA Compliance Group Expands Compliance Team with Former CCOs and Regulators

In 2017, we added over 50 professionals to our team to ensure we are meeting clients’ needs as well as expanding our internal knowledgebase and expertise.

Baker McKenzie appoints Director of Global Diversity & Inclusion

In her new role, Anna will develop and execute holistic and integrated D&I strategies to achieve the Firm’s short and long term D&I objectives.

Barclays Appoints Daniel Nehren as Head of Statistical Modelling and Development, Equities

With over 16 years of experience in the financial industry and a focus on global equity markets, Daniel is an exceptional addition to the team.

Wells Fargo and Citigroup Lose Reps to Ameriprise

I chose Ameriprise because I wanted to continue my career at a firm with a strong band and reputation

Cresset Wealth Advisors appoints Chief Investment Officer

Chicago entrepreneurs & investors Eric Becker, Avy Stein enlist former BMO Wealth Management CIO to drive investment strategy for new RIA firm

Lord Abbett Announces New Managing Partner

Appointment of 10th Managing Partner in the Firm’s History Ushers in the Next Generation of Leadership

Macquarie Capital appoint two as managing directors for North America TMT business

Mr. Holt joins from Rothschild & Co. where he specialized in M&A and strategic advisory assignments across a broad set of companies in the TMT space.

Guggenheim Securities appoints consumer analyst

He received his B.S. from Cornell University.

UBS names new wealth head for Latin America

The Latin American contingent will be led by Coutinho from her base in São Paulo where she is currently country head for Brazil, according to a source familiar with the situation.

Stifel Nabs $178M Rep from Wells Fargo Advisors

Stifel Financial has been luring wirehouse advisors in recent months

Instinet appoints Head of US Equity Content

Under Jeff’s leadership, we will further advance this model by closely aligning our high quality research analysts

AltaReturn Expands Leadership Team With New Hires

Industry veteran Andre Boreas and fintech expert Mike Durik join rapidly growing private equity software solution provider

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