Managers of Wealth Americas

Capital One poaches Bank of America MD to launch new M&A business

Capital One has previously provided financing for deals but this is its first official foray in into pure M&A advisory.

Raymond James Chooses New Leader of Private Client Group

Scott Curtis, the president of Raymond James Financial Services, was tapped to oversee all of the firm’s domestic advisory business.

Citi Private Bank Brazil directors exit to join local firm

Pereira, who served as business development director at Citi’s private bank in Brazil, will focus on prospecting and attracting new clients within the ultra-high net worth and family office spaces

Vontobel strengthens wealth management for North American investors

The four wealth management experts who are joining VSWA in July 2018

PIMCO adds head of corporate development

Mr. Riendeau will be based in PIMCO’s New York office and will report to John Kirkowski, Managing Director and co-Chief Financial Officer.

Raymond James Names Head Of All Private Client Units

Raymond James also promoted RJFS national director Jodi Perry as president of the firm’s independent contractor division.

Gavriani-Falcone Team Joins Engel & Völkers NYC

Top Producing, Full-Service Team Joins International Brokerage

Citi Private Bank scores gatekeeper from Securian

He is based in the greater Philadelphia area and reports to Evan Ratnow, head of fixed income manager research.

Piper Jaffray Expands Fixed Income Services to Serve High-Net-Worth Investors

Pat joining our team means we are now able to connect the full spectrum of institutional client to private client

Boston Private Expands Florida Footprint With SteelBridge Private Wealth Partnership

SteelBridge Private Wealth Advisors Join Boston Private Wealth To Grow Business in Strategic Southwest Florida

MUFG Hires Matt Maley As Head of Private Equity Sponsor Coverage Group

Mr. Maley, who previously led Deutsche Bank's emerging telecom practice, has completed a significant number of LBOs and numerous debt and equity financings, including many as left bookrunner/lead arranger.

LPL Hires UBS Exec to Head Business Development

Before joining UBS, Steinmeier had stints at Merrill Lynch, including as director of business development, and at McKinsey, LPL says.

Tri-Star Trust Bank CEO to retire, new leadership selected

Flegenheimer said everyone will miss Preston's daily insights but will maintain his presence as an active member of the board and as a consultant.

Templeton wealth boutique hires BNY WM int’l director

Earlier in his career, Barrocas worked at Bank Hapoalim, first as a private banker and Brazil and Chile team leader, and then as head of the investment advisory group.

One of Cincinnati’s largest money management firms gets new leader

Roberts has more than 15 years of experience in the investment advisory business and was with Hilliard Lyons Capital Management before joining RiverPoint.

Hilton Capital Appoints Katherine J. Cathcart as Relationship Manager

Ms. Cathcart holds the Certified Investment Management Analyst designation and resides in Boca Raton, FL with her family.

Merrill Lynch private wealth manager promoted to managing director

He received a bachelor’s degree from Hamilton College.

Will Powell named Market Executive for U.S. Trust’s Georgia Market

Prior to taking on this role, Will was part of Bank of America’s Wholesale Credit Underwriting Group

Lazard appoints MaD in Middle Market Telecommunications, Media & Technology Group

Prior to joining Lazard, Mr. Parker was a Managing Director and head of Communications, Internet & Media mergers and acquisitions at SunTrust Robinson Humphrey since 2015.

Alcentra Expands U.S. Direct Lending Team

Appoints Peter M. Glaser and Suhail A. Shaikh as Co-Heads of U.S. Direct Lending

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