Managers of Wealth Americas

Andersen Tax appoints Managing Director in LA

Nir received a business degree in Business Management and Finance from the University of Ottawa (Canada)

Fiduciary Trust Names Regional Managing Director, Head of its New York Office, and Trust Counsel

The wealth management industry will undergo considerable change in the years ahead, and Fiduciary Trust is well-positioned to meet the emerging needs of wealthy individuals and families across multiple generations,” said Ms. Mejia.

UBS Lures “Top” Woman Advisor from RBC’s Hometown Office

Earlier this summer, UBS hired a $3 million team in New Jersey from Merrill Lynch as well as teams in Michigan and Ohio.

William S. Thompson, Jr. to Retire from Citi Board of Directors

Bill’s contributions to the company are extensive

Merrill Lynch trio managing $463 million joins Ameriprise

Team switches firms but stays in Roseville, Calif.

J.P. Morgan Asset Management Strengthens DC Real Estate Portfolio Management Team

She led the DC real estate research and consulting practice.

JPMorgan Lawyer Joins Norton Rose Fulbright Partnership

Reers has worked with private clients and their businesses, foundations and family offices on tax, wealth transfer, business succession and charitable planning. She also has a robust cross-border advisory practice.

SEC Announces Christopher Hetner as Senior Advisor to the Chairman for Cybersecurity Policy

Mr. Hetner also implemented information security and regulatory compliance programs for Citigroup’s Institutional Client Group global business and technology units.

Newest hires at UBS: Two advisers with $290M

UBS recruited two RBC advisers who managed $290 million in client assets, according to the firm. Advisers Deborah Johnston and Erica Frantz joined the wirehouse in Minneapolis, where they report to Christopher Watkins, Minnesota market head and branch ma

AGF expands team

Prior to this role, she held senior investment management roles at Oppenheimer Capital, Federated Investors and Clay Finlay Inc.

RBC hires broking grandee for chairman role

Bank appoints industry veteran, who also ran the business at Merrill Lynch, to newly-created role

APFI Announces New Leadership Team Line-Up

Riad returned to South Africa as a consultant to Acsis

New CEO of BNY Mellon announced

Gerald L. Hassell will continue to serve as Chairman of the Board through December 31, 2017, working closely with Mr. Scharf to ensure a seamless transition of responsibilities.

KKR names Bae, Nuttall as co-presidents in step towards succession

KKR has never before named a president or someone with an equivalent title, a job that could serve as a stepping stone to eventually leading the entire firm.

Northern Trust names Lisa Marcus managing director, senior wealth strategist

She served as managing director and business development officer for seven years.

Northern Trust Announces Leadership Changes

We will benefit from his focused efforts around growing our client relationships.

Richard L. Shamos Joins Sadis & Goldberg's Financial Services Practice

He has advised companies in connection with international regulatory issues, including the conversion of alternative funds to AIFs, the structuring of multi-manager and multi-strategy products, cross-border regulatory compliance and tax planning.

Winston & Strawn Adds Corporate Partner in New York

“Phil has built an impressive practice advising private equity sponsors on a diverse array of finance transactions,” said Dominick DeChiara, chair of Winston’s Corporate Department.

Leading compliance data enablement platform appoints new MD to lead growth

Listed by Planet Compliance as one of the most influential RegTech firms and is the only platform that can access all data providers via API and aggregate them into a single view for compliance professionals.

Atlantic Capital Bank Hires New Private Banker

She began her banking career at SunTrust as a Personal Banker and Financial Services Representative.

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