Managers of Wealth Americas

Major reorganization at Sun Life

The two executives confirm that this realignment reflects the insurer’s “unwavering focus on clients and advisors.

UBS has just poached a top technologist from Bank of America Merrill Lynch

He spent seven years at Citi before moving to BAML and held various senior roles including head of FX and chief technical architect within its options technology team.

Bank of America Merrill Lynch hires new global natural resources MD

She had already worked at the bank as a managing director in mergers and acquisitions.

WFAM beefs up senior team with two hires

He led the client solutions office in San Francisco and was co-head of Liability Driven Investment in North America with BlackRock.

Founders Advantage Announces Executive Team Changes

He held senior roles with Coopers & Lybrand as well as various public and private companies.

Peter Bain stepping down from OM Asset Management

Bain said he was “very proud” of what both he and the company had achieved over the last six years.

Evercore Hires Senior Managing Director from Deutsche Bank

The firm, founded in 1995 by former Deputy Treasury Secretary Roger Altman, late last year hired John S. Weinberg, a former co-head of Goldman Sachs Group Inc.'s investment bank, as its executive chairman.

Holden to head up US corporates at Standard Chartered

His roles there included head of the Americas debt capital markets business based in New York and head of the corporate syndicate desk based in Copenhagen.

HQ Capital appoints Jeremy Katz as Co-Head of Real Estate

Mr. Katz joined HQCRE in 2005 and has an extensive track record with the firm

SunTrust boosts technology group with four hires

Prior to that, he worked as an M&A banker at Sagent Advisors, Wachovia Securities and Lehman Brothers

Oppenheimer & Co. Inc. Announces Four New Managing Directors In Its Fixed Income Business

"By hiring these professionals, we are expanding our franchise to better serve our institutional investor community with additional fixed income expertise, geographic reach, and intellectual capital," commented Albano.

Raymond James hires Hinkens and Egli as Managing Directors

The firm has also picked up Steve Egli, who joins the firm’s Financial Services Investment Banking practice as a Managing Director

Imperial Capital Hires Two Senior Sales Professionals Forming a Dedicated Convertible Institutional Sales Group

“The team brings to Imperial a wealth of product knowledge across the capital structure as well as a history of superior client service.”

Santander Names Bank Co-Presidents, Rubino Appointed Head of Corporate & Commercial Banking

His leadership approach and strategic vision for our business are exactly what we need going forward to distinguish ourselves as a leading commercial banking franchise.

Jay Sinsley to Lead the Investor Relations for Monarch Private Capital

His responsibilities included project management, client relations, business development, and account management.

William Blair nets advisers with $1B in combined AUM

In Boston, William Blair hired veteran advisers James Devins III and Joseph Roberts, also in May.

Jenner & Block Expands Private Wealth Practice With Addition Of Experienced Wealth Management Lawyer Emily Petrovic Li

Ms. Li represents high-net-worth individuals and their families who have complex estate planning needs.

June Busts UBS Wealth Balloon as Another Multi-Million-Dollar Team Jumps

UBS Wealth Americas has been on a well-publicized hiring diet since its CEO announced last June that it would slice recruiting of veteran brokers by 40% to save costs.

Finance: Women who could succeed JPMorgan CEO

New venture. Veteran financial planner Stephanie Sammons has launched her own wealth advisory firm

Houlihan Lokey Builds Its Strategic Consulting Group with New Hire

He is based in New York and focused on the technology, media, and telecommunications sector within Strategic Consulting.

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