Managers of Wealth Americas

Oxford Financial Group Adds New CIO

Nogues will assume leadership of the firm’s investment management team

With IBD competition heating up, firms poach executives from rivals

The firms announced the appointments on June 19 as competition and consolidation roil the industry.

Hedge fund Tourbillon hires Berman as president

In the first five months of 2018, the average hedge fund returned 1.5 percent, data from Hedge Fund Research shows.

Foresight Wealth Management Names JD Slatter As Partner

He will also provide investment solutions to individuals and businesses.

Webster Bank hires Colin Gillespie as SVP of brand marketing

As an advocate for volunteering with organizations that provide opportunity for others, Gillespie serves as a Strategic Fellow with LEAP Innovations

Mintz Levin Adds Experienced Corporate Attorney in San Diego

Scott Stanton Joins as a Member from Morrison & Foerster

Marc Lorin joins Coquest Advisors as Director of Strategic Relations

In that role, he was responsible for overseeing the sales team and approach to hedge fund managers and institutional investors, such as pension funds and family offices.

Atria Wealth Solutions Expands Management Team

Travis Grimm joins as Head of Program Management where he will lead program management, business analysis and project execution.

Irene Kung Joins Wilmington Trust as Senior Investment Advisor in Los Angeles Office

Kung is responsible for developing customized investment portfolios for clients based on their unique parameters for risk, return, liquidity, and other factors

MoneyLion Appoints Jon Stevenson as New Head of Wealth Management and Banking

Industry veteran to help accelerate MoneyLion’s expansion of personal financial solutions to all

First Republic gatekeeper exits for Vontobel

Jon Cusa has joined New York-based Vontobel Asset Management, Inc.

IMCO hires pension management veteran Jean Michel as new CIO

To take action on this plan, IMCO is bringing in pension management veteran Jean Michel as CIO.

Goldman Hires Barry's Bootcamp Banker Kapoor From Moelis

A Moelis spokesman declined to comment. Business Insider reported the hiring earlier Tuesday.

Raymond James Continues to Strengthen Investment Banking Energy Services Expertise

Raymond James' powerful North American footprint in energy services starts with a dedicated Energy Investment Banking team and 15 equity research analysts covering 239 energy companies in Canada, the United States and Europe.

Merrill Loses Manager in Wealthy Connecticut Complex

Flaherty is expected to join another large firm in a big East Coast city after a garden leave, one source said.

RBC executive behind bank's fight against high-frequency trading to depart

Greg Mills exits as RBC Capital Markets is in the midst of a reorganization following the promotion of Derek Neldner to head global investment banking

Top hedge fund chooses junior banker as it builds its equities team

An M&A banker by training, Largman started his investment banking career with Citi in 2012 and moved to Moelis & Company as analyst in 2014.

Waller Adds Four Attorneys in Nashville

As our clients across all industries continue to grow, Waller follows suit to meet their legal needs

BNY Mellon Wealth Management Names Chuck Long As A Regional President Of Los Angeles

Chuck's wealth of experience, industry knowledge and ability to build multi-disciplined teams will tremendously benefit our clients and continue to promote growth in LA," said Kennedy.

Citi Private Bank Expands Capital Markets Team

Appoints Ed Riley as Head of Equities for the Americas

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