Managers of Wealth Americas

Gresham Partners Promotes Irene Zhang to Investment Director

Over the past two years, Zhang has demonstrated strong leadership by sourcing and leading several investments in the firm’s private portfolio.

Katten Adds Top Tax Strategist to Private Wealth Practice in Dallas

Prior to that, he offered similar services at a preeminent professional service network and afterwards was at a Denver law firm as tax counsel in the corporate and estate planning practice.

Erin Lassel Joins First American Bank as Associate General Counsel

Bank’s First Florida Attorney to Support Strategic Expansion in South Florida

Wealth.com Bolsters Legal Team With Addition of Kathy Wunderli as Head of Private Wealth

Wunderli will develop wealth.com's estate planning, tax analysis and wealth transfer solutions for ultra-high-net worth families, hand in hand with strategic partners

Veris Wealth Partners Elevates Chief Advisory Officer, Completes Planned CIO Succession

Jane Swan promoted; Roraj Pradhananga serves as chief investment officer

Standard Chartered appoints Mandy DeFilippo as CEO, US and Americas

Mandy will assume her new role effective March 24, 2025, subject to relevant approvals.

Hightower CEO Bob Oros To Step Down

Former Goldman Sachs AYCO chief executive Larry Restieri will succeed Oros as Hightower's CEO this spring.

Northern Trust Wealth Management Announces Leadership Changes

“These appointments mark an exciting chapter for the business as we accelerate growth and elevate our banking and advisory capabilities to unique market segments”

Athene Holding appoints former US senator to board of directors

The news about Mr Manchin came in a joint announcement from Apollo and Athene, which completed a merger in 2022.

Apollon Welcomes New Executive Leaders in 2025

Brad Goodman has joined the firm as Chief Technology Officer, backed by two decades of experience in transforming wealth management technologies.

First Republic Ex-Private Wealth Head Taps Old Team for New Firm

Dave Breslin, formerly head of First Republic’s private-wealth unit, is launching GC Wealth.

Chubb Appoints Seth Gillston Head of Global Casualty for North America Major Accounts

Lou Capparelli to serve as Chairman of Global Casualty

Mercer Hires New Organic Growth Czar From LPL

Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team

Sterlington Adds Michael Smith, Adviser on Transformative Cross-Border Transactions

Michael brings valuable experience and insight to clients navigating complex international transactions

Savvy Taps New Growth Officer to Bolster RIA Push

The tech-driven advisor platform provider has also added RIAs representing $400M to its growing stable of affiliates.

First Republic Ex-Private Wealth Head Taps Old Team for New Firm

New firm to target high-net-worth and emerging-wealth clients

Broadridge appoints Stephen Wilkes as head of buy-side sales

He brings a wealth of experience and deep domain knowledge to Broadridge

Citizens Vice Chair and Chief Experience Officer Beth Johnson to Retire

We’ve carefully planned a smooth transition to move the Enterprise Experience functions to other senior leaders at Citizens.

TD Bank Group names platforms and technology lead

The appointee has served in its US division

Northern Trust Asset Management Expands Global Quantitative Investment Strategies Team Series of Appointments

Series of Appointments to Enhance Quant Capabilities and Accelerate Innovation

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