Managers of Wealth Americas

$1.2B JP Morgan New York Team Jumps to RBC

The Pensato Slyane Group is “one of the most elite New York City wealth management teams,” according to the director of RBC’s New York complex.

SEI Bolsters Global Leadership with Key Appointments in Luxembourg

Leaders to Support Strategic Growth Across Global Operations

Truist COO and vice chair Beau Cummins resigns with immediate effect

Cummins previously served as co-COO and wholesale segment executive at SunTrust prior to its merger with BB&T Corporation in 2019 to form Truist.

VeraBank names new Wealth Management Trust and Wealth Advisor

She joined VeraBank in 2010 and is a proven dedicated team member who is passionate about the financial industry and customer success.

Standout Litigator Joshua Blosveren Joins Cohen Ziffer Frenchman & McKenna

With the addition of Blosveren as well as seven new associates within the last year, Cohen Ziffer has more than tripled in size since its launch in 2021.

Brown Advisory appoints Co-CEO to long-time Mike Hankin

It has 14 offices across the US, a significant office in London and strategic bases in Frankfurt, Singapore, Tokyo

Baker Tilly Names Chief Information Security Officer

Bogac will lead Baker Tilly’s governance, risk and compliance initiatives

Kestra Financial Promotes John Amore to President of Leading Wealth Management Platform

Current president Stephen Langlois set to retire at year-end

Centurion Wealth Management Welcomes Wealth Advisor Jake Gurock

Jake joins Centurion Wealth Management, expanding the firm's advisory team.

Goldman's new capital solutions group triggers leadership changes: IFR

Fels and Nickols will lead the bank's FIG teams globally and across sectors

Point72 quant platform head leaves for a young rival hedge fund

Faber and Jain's founder, Bobby Jain, are former colleagues from their time at Credit Suisse.

Ben Wathen promoted to Chief Claims Officer for Gallagher Re

The executive has been part of Gallagher Re since April 2024, when he joined the company as Head of Complex Claims.

NEPC Names Consulting Veteran Principal and Head of Defined Contribution Vendor Management

In his new role, Mike will support NEPC’s Defined Contribution clients by helping them evaluate and optimize relationships with recordkeepers

Centurion Wealth Management Welcomes Wealth Advisor Jake Gurock

Jake joins Centurion Wealth Management, expanding the firm's advisory team.

AIG appoints Flatt as global CUO

Mr Flatt will report directly to Peter Zaffino, chairman and chief executive of AIG, and join the company’s executive leadership team.

Fiera Capital Promotes Paul de la Roche to Head of Private Wealth Canada

He will also retain his role as Senior Investment Counsellor.

Michelle Dudek joins Aspen

She will be based in Jersey City, New Jersey.

Homrich Berg, Synovus Bank beef up family offices with executive appointments

Two Georgia financial services companies have made executive moves in a key investment advisory niche — family office services.

Andrew Matuzak Named Leader of Yeo & Yeo Wealth Management

Reflecting on his new role, Matuzak said, “I am honored to lead Yeo & Yeo Wealth Management into its next chapter.

SCS Financial Appoints Adrienne Penta as National Head of Wealth Management

With the addition of Ms. Penta, the SCS leadership team advances its vision of providing innovative wealth management solutions to its clients.

People Moves