Managers of Wealth Americas

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.

Wells Fargo Loses Reps to Kestra

Kraus began his career in the industry at Morgan Stanley but switched to Wells Fargo in 2009, according to his BrokerCheck profile.

EP Wealth Advisors adds 2 to executive leadership team

“Chad and Ryan will lead the charge on creating smoother transitions for acquisition partners and work toward our goal of fostering a strong team of highly specialized advisers.”

BlackRock taps Citi exec to lead digital wealth unit

He will join the asset management giant from Citi

Franklin Templeton hires BlackRock offshore sales VP for ETF push

The firm didn’t reply to a Citywire Americas request for comment.

Stacey Cunningham is first female president of New York Stock Exchange

It is significantly larger than the London Stock Exchange which handles about $8 billion daily trades for companies worth $3.6 trillion.

EP Wealth Advisors Adds Chief Financial Officer, Promotes Head of Advisor Development

Chad joins EP Wealth from Deloitte & Touche LLP, where he was a Manager in the Mergers and Acquisitions Advisory division.

$12bn Boston shop hires investment research veteran from Stifel

Olsen joins Fiduciary Trust from Stifel Nicolaus, where he was Global Head of Investment Strategy for the firm’s wealth management unit and CIO of its Delaware Trust Company.

Foresight Wealth Management Expands Team

Chris Light will focus on providing private wealth management services to individuals and businesses.

Santander PB Chile investment head exits

At Santander, Catalán managed over $500 million in discretionary portfolios for the private bank and provided investment recommendations on more than $4 billion in client assets.

Bradesco hires veteran PM for head of equities role

Bradesco said it has appointed Nantes de Souza head of equity management, equity research and corporate credit research.

Sura appoints alts head for its $18bn Peru AFP

he joins the team led by chief investment officer Roberto Melzi that as of April 2018 ran $18.9 billion out of the country’s $48.2 billion total AFP assets.

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