Managers of Wealth Americas

Kearny Bank names Persaud retail relationship manager in North Bergen

In her new role, she is overseeing all aspects of the branch’s sales and operations.

Parcion Private Wealth Expands Leadership Team with Appointment of Veteran Executives

National Search Yields New Chief Investment Officer and Chief Operating Officer to Support Growth

Nordwand Capital Deepens Investment Expertise with Appointment of Patrick McGinnis

Firm Enhances Investment Management and Estate Planning Capabilities for Complex Client Needs

Americana Partners Strengthens Houston Presence With Addition of Local Team of Industry Veterans

Former Morgan Stanley Advisors Bring Decades Of Experience And Deep Relationships In The Ultra-High-Net-Worth Space

Blackstone taps former Lazard leader Jennifer Abate to head RIA wealth unit

The alts giant's latest executive hire builds on its continuing strategy to expand into the private wealth space.

John Marshall Bank Hires John Ashkar as SVP, Director of Business Banking to Lead Business Banking Team

Mr. Ashkar will lead the Bank’s business banking team

Tanglewood Total Wealth Management Announces Additional Shareholders

Firm's first female shareholders bring decades of dedicated client service and operational leadership

Americana Partners Strengthens Houston Presence With Addition of Local Team of Industry Veterans

Former Morgan Stanley Advisors Bring Decades Of Experience And Deep Relationships In The Ultra-High-Net-Worth Space

Canadian-born Greg Abel to lead Berkshire Hathaway as Warren Buffett steps down

Veteran leader stuns investors with retirement from trillion dollar company

DiLorenzo named Head of US Casualty for Aon’s Reinsurance Solutions

“As the former leader of our excess liability segment, he successfully oversaw large casualty relationships and delivered exceptional value to clients.”

Citi hires former US trade representative Robert Lighthizer to advise on tariff implications

Lighthizer will not be a full-time employee.

Focus Financial Partners Expands Executive Leadership Team

Both executives are long-serving Focus leaders with deep experience across major parts of Focus’s business.

Billionaire Lukas Walton names new CIO for his family office

Walton has named Noelle Laing as the new chief investment officer for his family office.

Virtuoso announces changes in its senior leadership

Most recently, Bunker served as vice president, global member relations, providing leadership, management

Merrill Lynch Nabs UBS Broker With $1 Billion in NYC

Peter N. Borowsky, who has 37 years of experience, joined Merrill at its Rockefeller Center office in midtown Manhattan

DTCC names Talia Klein its Head of Wealth Management Services

She will report to Brian Steele, Managing Director, President, Clearing & Securities Services at DTCC.

Novavax Appoints Charles Newton to Board of Directors

Mr. Newton currently serves as Chief Financial Officer of Lyell Immunopharma

Mosaic promotes Paul Duggan to lead North American claims

Mr Duggan was one of 14 environmental specialists Mosaic hired last year

Bank of America makes two appointments to payments solutions team

Carmalt joins from DBS Bank, where he spent eight years, most recently as managing director and head of cash and trade product in Hong Kong.

State Street Appoints John F. Woods to Chief Financial Officer

His deep CFO experience along with proven ability in setting and executing enterprise strategy, balance sheet management, focus on building and developing high performing teams

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