Managers of Wealth Americas

Cambridge Associates Names New Head of Investment Strategy Office

Kristen Tongberg is replacing Noel O’Neill, who is joining a family office.

Audax Private Debt Hires John Wierzba to Lead Wealth Effort

Wierzba will be a member of Audax Private Debt’s Investor Relations team and play an integral role in building out the firm’s presence in the wealth channel.

Blackstone veteran to chair new insurance/asset manager venture

The two companies will co-exist under the Westaim brand, with Chu chairing the board.

State Street Expands Strategic Growth in Mexico as Part of Latin America Commitment

Maria Ximena Vasquez Barbosa appointed as country head of State Street’s strategic expansion in Mexico; builds on the firm’s ongoing expansion in Latin America

Northern Trust Asset Management Strengthens Private Wealth Sales and Distribution

Michael Gottesman and Wesley Urick Join NTAM’s Wealth Client Group with Nearly Six Decades of Combined Industry Experience

Michael Kaumeyer Joins Nicola Wealth to Drive Ultra-High-Net-Worth Business

Recognizing the opportunity to expand in the UHNW space, Michael’s new role reflects Nicola Wealth’s commitment to this market segment.

J.P. Morgan Asset Management Hires Justin Heller to Join Net Lease Strategy for Real Estate Americas

Heller brings his expertise from TPG Angelo Gordon to expand platform

Aztec Group appoints two new leaders for its U.S. operations

He has extensive expertise in investor relations, anti-money laundering, compliance, and business development.

Savant reorganizes exec team, promotes new wealth head

Kevin Hrdlicka has become Savant's head of wealth, filling the shoes of former chief advisory officer Chris Walters, who departed the firm earlier this year.

Michael Kaumeyer Joins Nicola Wealth to Drive Ultra-High-Net-Worth Business

His leadership will help the firm grow while assisting clients in building meaningful legacies for themselves and their communities.

Finra board chair Noll takes the lead as CEO of digital wealth firm

Industry veteran says digital transformation is firm's big opportunity.

Socotra Welcomes Greg Murphy as Head of Global Partnerships

“Socotra delivers the most powerful and flexible policy and billing technology in the insurance industry.”

Price Forbes Re adds Brian Cole as Executive Vice President, Head of Financial Lines

Brian brings more than 30 years’ experience to the firm.

LPL Financial Welcomes Morristown Wealth Management

They reported having served approximately $340 million in advisory and retirement plan assets* and join LPL from Raymond James Financial Services.

Easterly Asset Management Appoints Tom Aitken and Peter Mastropietro as Senior Vice Presidents of Private Market Sales

Appointments to further expand access for private wealth and institutional investors to Easterly’s growing portfolio of Alternatives Solutions

Barclays appoints Bradley Rogoff as Global Head of Research

Mr. Rogoff joined the firm in 2002 and currently serves as the Head of FICC Research

Greg T. Watkins returns to the Wealth Management & Trust department at Stock Yards Bank

He is also a dedicated community member, serving as a board member and secretary of Music at the Island

Artisan Partners International Value Group Update

The new strategy represents a natural expansion of degrees of investment freedom for the International Value Group.

Vistra expands North America Funds team to sharpen customer focus and deliver progress without friction

Vistra recognises the growing need for cross-border solutions among clients in the USA and Canada

WSFS Expands Private Banking Team with Hire of Andrea Kelly as Senior Vice President, Senior Private Banking Relationship Manager

Before joining WSFS, she spent most of her career in Wealth Management at Wells Fargo, Citizens Wealth Management, and most recently, BNY Mellon.

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