Managers of Wealth Americas

UBS Adds Market Director in Oregon

Cy Aleman will oversee all five UBS locations in the state from the Portland office.

Cohen & Steers Appoints New Head of Wealth Channel Distribution

Noonan fills the void created when Cohen’s previous wealth channel head, Kimberly LaPointe, left the firm in February

Evamarie Schoenborn Named new Wealth Lead for Johnson Financial Group

Ms. Schoenborn brings more than 20 years of investment management experience with her, most recently serving as CEO of U.S. Bank Investments in Minneapolis.

Doshi to head treaty casualty unit at Everest Re

Mr Doshi joined Everest in 2019 as vice-president, United States treaty casualty, from The Navigators Group.

Royal Bank Names Sanya Head of Its US Asset-Management Unit

Sanya will report to Damon Williams, CEO of the Toronto-based bank’s overall global asset-management business, which has $453 billion of assets under management.

Broadridge Announces CFO Transition

Ashima Ghei, who is currently the Chief Financial Officer of Broadridge’s $4.5 billion revenue Investor Communication Solutions segment, will serve as Interim Chief Financial Officer.

Oppenheimer Expands Its Global Investment Banking Capabilities with the Addition of Martin Chamberlin

Highly experienced, London-based banker to lead firm's newly established Healthcare M&A practice

RBC appoints co-heads of real estate investment banking

The appointments were effective in May

Northern Trust Asset Management Names Head of Strategic Accounts, Intermediary

He holds a key leadership role on the team responsible for deepening client relationships, expanding market presence

Macquarie Capital expands Software and Services coverage and advisory with senior appointments

Mr. Fiore will lead Cybersecurity coverage; Mr. White is joining to lead Macquarie Capital’s newly created Mortgage Technology (MortgageTech) coverage, supporting the existing Property Technology (PropTech) team.

Goldman Sachs Recruits New Leader of DC Large Market Institutional Sales

Heidi Walsh is joining from T. Rowe Price to work on investments, advisory services and financial wellness topics with the largest institutional defined contribution plan sponsors.

JPMorgan payments boss Georgakopoulos quits

During his tenure, the business has become one of the firm’s biggest growth engines

UBS Hires Financial Advisor Mariam Adams

She advises clients about financial planning, investment management, inheritances, estate planning and charitable giving.

Maples Group Appoints Suzanne Correy and Finn O'Hegarty as Co-Heads of Latin American Practice

As long-standing and highly experienced members of the Latin American practice, Suzanne and Finn now lead the dedicated Latin American team at "the most sought-after offshore firm for Latin American work"1.

RBC Wealth Management adds $855M team in New Jersey

The team, led by Michael Taggart, will join RBC’s Florham Park office.

Northern Trus Names Chandra Dhandapani To Board Of Directors

She brings a deep range of technology, management and financial industry experience to Northern Trust

SLK Private Wealth embraces team with over $300m in client assets

SLK Private Wealth is introducing a team with over $300m in total client assets.

State Street Appoints Taryn Siglain as Global Head of Financing Solutions

Gino Timperio to retire at the end of June following 35 year career with the firm

BNY Mellon hires head of sales and relationship management

Effective June 3

Merrill Lands J.P. Morgan Private Bank Team in California

Private bankers’ assets include bank funds, loans and other assets that are difficult to transfer or compare to traditional brokers.

People Moves