Managers of Wealth Americas

Janney Welcomes Four New Hires and Promotes Three Employees in Fixed Income

We're pleased to welcome 4 new hires & 3 promotions in our fixed income group in Q4!

Ladenburg Snags Advisor Group’s Due Diligence Head to Lead New Platform

Thayer Gallison will lead Ladenburg’s new due diligence platform across its five broker/dealers

Amanda DiChello Joins Cozen O'Connor Law Firm

Amanda is one of only a few hybrid estate and trust practitioners who litigate estate and trust cases

Mercer appointments Chief Operating Officer

Mr. Koppensteiner continues to serve as a managing director of the Company's Stendal mill, a position he has held since June 2013.

Bressler, Amery & Ross Promotes Five Attorneys to Principal and One to Counsel

The promotions are effective January 1, 2018.

Veteran banker tapped to run Bryn Mawr Trust wealth management unit

Ms. Fox has held positions with J.P. Morgan Private Wealth Management, the Aresty Institute for Executive Education at The Wharton School, Wachovia, and Deloitte & Touche LLP.

BNY Mellon Wealth Management Names Regional Managing Director in Denver, Colorado

Kleist holds a Bachelor of Science in Accounting from the University of San Diego in California.

Linklaters Lures Jones Day Bankruptcy Pro in DC

The Magic Circle firm hired partner Amy Edgy from Jones Day, where she worked on bankruptcies involving Delta Airlines and coal giant Peabody Energy.

Franckline Casimir-Benoit Joins American Bankers Association’s CTFA Advisory Board

She is committed to not only helping our clients reach their goals, but also passing on what she has learned.

Linklaters Adds Jones Day Partner For Bankruptcy Practice

“Amy’s hire represents the continued growth of our U.S. R&I capabilities"

Hirtle Callaghan hires SEI vet for senior client engagement director

“Jim is a wonderful addition to our growing client engagement team, and we are confident that he will make significant and immediate contributions to our clients in the western region,”

Viridian Advisors Continues Growth with Addition of Financial Advisor

"We are delighted to have Maureen joins us at Viridian," said Adriel Tam, CEO of Viridian

Seward & Kissel LLP Promotes Investment Management Attorney Debra Franzese to Partner

Debbie received a B.A. from Stockton University, summa cum laude, and her J.D. from American University, Washington College of Law, magna cum laude.

JW Michaels & Co. Strengthens New York Office with Industry Leader

Executive search firm hires Jodi M. Wechsler to grow its financial services practice

CEO of Diamond Wealth Strategies appointed Chair of The Family Office Advisor

The Family Office Advisor™ is the newest among Financial Poise's growing universe of editorial boards

Morgan Stanley Broker Leaves Without Triggering Litigation

The fact that she left the firm after it withdrew from the Protocol for Broker Recruiting on November 3, however, makes her the first known advisor to depart without having triggered a courthouse request by Morgan Stanley to impose a temporary restraining

People Moves