Managers of Wealth Americas

The Private Bank Strengthens San Francisco Team

"These appointments will allow us to further grow our client base in San Francisco, an important market in which we continue to invest,"

Merrill Lynch loses 2 advisors to J.P. Morgan Securities

Holstead ranked no. 55 on Barron's top advisors in Texas list in 2016, which pegged him approximately $1.9 billion in assets

Ex-Morgan Stanley FA Slapped with Restraining Order Loses Job

Glazer is no longer registered with a broker-dealer, according to his BrokerCheck profile cited by the website.

Rising star at Merrill in New York lands at JP Morgan Chase

She "will oversee our branch and wealth management teams in the Tri-state area and help drive the transformative initiatives we have under way to evolve how we serve customers," according to the memo.

Insight Venture Partners Promotes Three to Managing Director

Insight Venture Partners' team is more than 130 professionals strong, with over $18 billion raised, and has overseen investments in more than 300 companies across the globe.

Sheppard, Mullin, Richter & Hampton boosts Corporate practice group

He also has deep experience counseling clients on Investment Adviser Act compliance issues.

Two portfolio manager appointments

Empire Life and Canaccord Genuity announce recent hires

Morgan Stanley just announced its 2018 managing director promotions

Morgan Stanley announced Thursday a new class of 153 new managing directors, according to a person familiar with the matter

Norton Rose hires partner from Baker McKenzie

Corporate lawyer William D. Davis II joined the Houston office of Norton Rose Fulbright as a partner. Previously, he was working at Baker McKenzie

Miracle Mile Advisors Expands Team by Adding Melissa Estrada

She developed a unique skill set and service style during her time in the Marines

Investcorp Appoints Phil Yeates as Managing Director in Credit Management

We are delighted to welcome Phil Yeates to the team

Foresters Financial appoints Blake Moore as the new President of North American Asset Management

He’s also worked for Mackenzie Investments and Allianz Global Investors.

RBC Capital Markets recruited an M&A veteran in New York

Based out of New York, Tsibiridis has joined RBC Capital as a managing director in M&A at a time when the firm is struggling to grow its U.S. M&A presence.

HSBC Appoints Chris Rosello to Lead US Public Affairs

Rosello most recently was senior vice president of federal government affairs at Wells Fargo.

Ex-State Treasurer Cowell Named CEO of Girls Who Invest

“Janet will take us to the next level,” said Hingorani, a hedge fund investor and former chief investment officer of New York City’s $160 billion pension system.

Berkshire Hathaway Names Abel And Jain As Vice Chairmen As Buffett Succession Plans Sharpen

Both Abel and Jain will also be added to Berkshire's board of directors

Civitas Capital Group names Darla Wilton Managing Director and Chief Operating Officer

Her experience ensures Civitas will continue delivering unparalleled customer service as we grow.

First Republic Nabs $1.5B Merrill Lynch Duo

The duo managed around $1.5 billion at Merrill Lynch, producing $11 million in fees and commissions annually, according to Citywire.

Ernst & Young adds RPR Partners

RPR Partners LLP, a tax advisory firm in San Diego, has joined Ernst & Young LLP, EY said Tuesday

Mobius to Retire from Franklin Templeton

Mark Mobius announces he’s retiring, Regions Bank is holding Financial Fitness Fridays and Milwaukee team joins Strategic Wealth Partners.

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