Managers of Wealth Americas

Calamos Wealth Management Adds Nancy Velez to Client Support Team in South Florida Office

Velez is a longtime wealth advisory client specialist with experience serving international clients, particularly in South America

Laura Esposito to Join Rockefeller Capital Management as Head of Institutional Distribution

Esposito was most recently a senior vice president and co-head of global sales and marketing for TT International, a UK-based investment manager.

Maxim Group LLC Expands Equity Research Platform With the Appointment of a Senior Biotechnology Analyst

Prior to joining Maxim Group, Ms. Palomeque was a Senior Research Analyst covering the Biotechnology sector at Noble Life Science Partners and WallachBeth Capital.

Northern Trust Wealth Management Announces Texas Leadership Succession

Beginning his career as a financial advisor, he joined Northern Trust in 2005 as a Wealth Advisor.

Prexit v Prexit: Morgan Stanley Hires $2 Million Team from UBS

What makes the move notable is that both Morgan Stanley and UBS left the Protocol late last year—after each severely tightening their recruiting budgets—and subsequently sued brokers to prevent them from calling former clients.

Derek Weatherford named BMO Wealth Management's Minnesota director

BMO Wealth Management's clientle is primarily high net worth individuals and families.

UBS has hired a top investment banker from Deutsche Bank amid a major ramp-up of its US dealmaking team

The hiring is one in a string of recent additions by UBS' investment bank in the US, which is undergoing a push to ramp up its dealmaking presence.

Foresters Asset Management Bolsters Its Equity Team

Evan Minsky has joined as Analyst, Public Equities, with 12 years investment experience and was formerly at 1832 Asset Management (Dynamic Funds) in a similar capacity. Evan Minsky has joined as Analyst, Public Equities, with 12 years investment experienc

Hancock Whitney appoints Director of Private Wealth Management

Earlier in his career, he rose to key leadership roles in consumer and business banking, credit administration, and product development at Regions Financial Corporation.

Mobius poaches two prominent portfolio managers from Franklin Templeton

The 81-year-old investment guru has hired two of the American investment house's most well known and respected fund managers

Sentinel Trust appoints new board member

He also served as a regulatory liaison to the Federal Reserve Board, the Comptroller of the Currency, the Consumer Financial Protection Bureau, and European Central Banks.

Ascensus Appoints Jerry Bramlett as Head of TPA Solutions

Industry Vet Brings Deep Experience in Driving Growth, Innovation, and Organizational Effectiveness

Jason Ketchen Joins PanAgora Asset Management as General Counsel

Mr. Ketchen earned a Bachelor of Science from Boston College and his Juris Doctor from The University of Connecticut School of Law.

Silicon Valley-based Independent Wealth & Investment Management Firm Expands Investment Team

His career includes senior roles managing risk at some of the top hedge funds such as Balyasny Asset Management LP and Man GLG.

Robeco’s investment solutions CIO to depart in June to pursue new opportunities

The firm has €161 billion ($198.5 billion) in assets under management.

LaSalle Investment Management Securities CEO to retire, names successor

Mr. Kraska will remain at LaSalle in an advisory role until the end of the year.

Goldman Sachs to Relocate Dubai Banker Mazen Makarem to New York

Goldman Sachs is among major Wall Street firms that are stepping up their courtship of retirement funds and other large pools of money to push trading, investments and acquisitions through their banks.

Goldman Sachs Hires Crypto Trader 'In Response To Client Interest'

Goldman Sachs has had its feelers in the cryptocurrency waters for a while. Now, the Wall Street giant looks set to take the plunge, having just hired a cryptocurrency trader to help the company expand into digital asset markets.

Signature Bank Expands Network with Appointment of Two Private Client Banking Teams

Signature Bank also added a team headed by newly appointed Group Director and Senior Vice President Peter Clemente.

David Harris Joins Mizuho in Convertible Bonds and Seiichi Matsunaga Transfers to New York

He is a graduate of the University of Pennsylvania, Wharton School of Business and the University of Chicago Graduate School of Business.

People Moves