Managers of Wealth Americas

Stone Investment Group Limited Announces Management Change

In the near term, the President’s responsibilities will be assumed by Founder and Chief Executive Officer, Richard Stone.

Och Ziff energy equity MD leaves for fund

Pattyn had been at Och-Ziff for nearly 11 years and was formerly an analyst at Morgan Stanley.

Peter Brundage Joins Evercore as Senior Managing Director in its Advisory Practice and will Establish Dallas Office

Mr. Brundage has a BA from the University of Virginia and an MBA from The Tuck School at Dartmouth College.

Lazard Asset Management Hires International Equity Value Team

Expands International Equity Platform with New Unconstrained, Concentrated Value Strategies

Wells Fargo AM appoints Global Head of Research, Multi-Asset Solutions Team

Before joining the investment industry, he was a postdoctoral research fellow at the Harvard Graduate School of Business.

Former CEO of Credit Suisse Americas takes reigns at Och-Ziff

The company’s share price climbed 5.22 percent to $2.42 late Tuesday afternoon.

Temenos names Emily Steele president for North America

A seasoned executive in the North American market, Steele previously served as Temenos’ Chief Operating Officer (COO) in the region.

Franklin Templeton taps CIO of emerging markets equity

Mr. Sekhon will oversee investment of $45 billion in emerging markets equity assets

KeyCorp Names Clark Khayat Executive Vice President and Chief Strategy Officer

In this role, Khayat will be responsible for corporate strategy, mergers and acquisitions, and strategic investments.

Andersen Tax Announces New Seattle Office Managing Director and New West Coast Regional Managing Director

Andersen Tax is pleased to announce Lance Lamprecht as Office Managing Director of Andersen Tax’s Seattle location and Susan Swartz as Regional Managing Director of Andersen Tax’s West Region, both effective January 1, 2018.

JPMorgan promotes Pinto and Smith, fueling race to succeed Dimon

While their names have been mentioned before as potential successors to Chief Executive Officer Jamie Dimon, their elevation is the clearest signal that planning is actively under way for when he steps aside.

Ex-RBC wealth mgmt chief Taft joins Baird as vice chairman

Taft said in an interview he will bring his recruiting experience to Baird’s wealth business, but that the firm is not about to launch a big hiring push.

Nomura hires former RBC MD

With this hire the firm expands its strategy and content offering to clients

Morgan Stanley Loses Longtime Veteran to JPMorgan

A Morgan Stanley spokeswoman confirmed the move to AdvisorHub but declined to comment on whether it will go after Slattery in court or through arbitration.

Valdes-Fauli Set to Leave Fox Rothschild

The attorney, who is mayor of Coral Gables, will launch a solo practice in Coral Gables.

Barclays hired a senior healthcare analyst from BAML

He spent close to nine years at the Swiss bank as an expert in the healthcare industry, before leaving it to join BAML in 2016.

Nomura Hires 15 Senior Bankers in its Investment Banking Business in the Americas

Nomura is committed to growing the Investment Banking business strategically and thoughtfully.

US adviser hunts for financial services dealmakers in London

Florida-based Raymond James could double headcount in the UK capital

Baker McKenzie welcomes back partner

After working as an in-house counsel, Matthew Grant has returned to Baker McKenzie, where he once worked as an associate.

Paul Hastings Nabs Fintech Finance Pro From DLA Piper

The move unites Rich Davis with a team of finance partners he practiced with at Ashurst and McKee Nelson.

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