Managers of Wealth Americas

BNY Mellon Wealth Management Names Senior Wealth Director

Before joining BNY Mellon Wealth Management, Surapaneni was a Vice President, Private Client Advisor at U.S. Trust

Citi’s long-serving CFO retires in executive shake-up

John Gerspach out after 9 years, along with Emea and North America heads

Dan Houlihan Appointed to Senior Leadership Role as Head of Northern Trust Asset Servicing, Americas

In his new role Houlihan will lead Northern Trust’s business servicing institutional investors across the Americas, including corporations, public pensions, foundations and endowments.

Stifel nets $660M advisors in latest recruiting sweep

He had been previously affiliated with UBS where he was responsible for $211 million in client assets, according to his new employer.

Pimco to Hire Top Deal Maker From Blackstone

ver the years, the financier — known among friends as Studs — has advised Indra Nooyi of PepsiCo, William A. Ackman of Pershing Square Capital Management and even the Vatican.

Janney Adds 5 Wells Fargo Reps With $445M

Mr. Sammarco, Mr. Moore and Mr. Nice join Janney with nearly 100 years of combined financial services industry experience.

Withers snaps up former Bryan Cave team leader

Used to lead the international arbitration team at Bryan Cave in New York

Manulife appoints Head of Investor Relations

Adrienne O’Neill Appointed Head of Investor Relations for Manulife

Banc of California boosts board

She spent 16 years with Bank of America and its predecessor Security Pacific Bank, in a number of senior line and staff roles, lastly as an Executive Vice President, Bank of America Retail Bank.

Fund Files: Wells global bond head exits; Pimco PM to retire

The Wells Fargo International Bond fund will continue to be managed by Wilson, Alex Perrin, Michael Lee and Christopher Wightman.

HarbourVest Partners Hires James Athanasoulas as Managing Director, Expanding Private Credit Team

The credit business leverages HarbourVest’s decades of experience and relationships with private equity general partners to offer tailored financing solutions.

Evercore Wealth Management Appoints Daniel Stolfa Managing Director and Wealth & Fiduciary Advisor

He will serve clients throughout the Midwest with comprehensive, goals-based wealth planning advice, backed by our national Wealth & Fiduciary team.

JP Morgan boosts Miami private banking team with senior hire

The private bank has recently been hiring across its teams catering to Latin American clients in Brazil and Mexico.

Former Merrill Executive Dupuy to Join Greg Fleming at Rockefeller Capital

Dupuy resigned this month from Focus Financial, a rollup of registered investment advisor practices that went public in July and that he had joined after leaving Merrill four years ago.

SEI Hires Regional Director of Defined Contribution Sales

Company Deepens Resources to Support Defined Contribution Business' Expansion

Union Bank Expands Wealth Management Team

He began his career at State Street Bank and Trust, where he held a number of management positions in asset servicing and securities lending.

BridgePoint Risk Management Continues Rapid Expansion

BridgePoint to expand its national footprint, addition of several new team members in Arizona, California, Rhode Island, and Virginia.

BNY Mellon Wealth Management appoints senior wealth director

He will work closely with individuals, families, professionals, retirees, business owners, executives and other high net worth clients to help them reach their goals. We are eager for him to join the team.

Atria Wealth Solutions Appoints Chief Technology Officer

He will be responsible for managing the evolution of Atria’s technology platform as the firm continues to enhance and build new technology capabilities to better serve advisors and their clients.

Norm Cook Leaves Halite Partners for $635 Million RIA

Cook will serve as president and CEO and join the RIA’s investment committee.

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