Managers of Wealth Americas

Citi Private Bank Adds New Talent to San Francisco Office

Ms. Eroshin is a CFA, CPA and CFP, as well as an adjunct faculty member at the University of San Francisco.

Linklaters' former US banking head moves to Dechert as hiring spree continues

Norton has more than 30 years of experience leading complex domestic and cross-border financing transactions for financial institution, financial sponsor and corporate clients.

Guggenheim Securities Expands Energy Practice

He joins Guggenheim from Deutsche Bank Securities, where he served as Managing Director and Head of the Houston Investment Banking Office.

Nuveen Expands DCIO Team to Support Strategic Business Growth

We are now even better positioned to bring the full breadth of our highly competitive investment solutions to retirement plan clients.

State Street Global Advisors Strengthens Global SPDR Business with Product and Marketing Appointments

As our business has expanded and matured, so too have the responsibilities of our product and marketing teams.

ZEDRA expands into U.S. with new office and senior hire

Having a presence in Miami will strengthen ZEDRA’s footprint in the region by providing a cohesive foundation for and sustainable, long-term growth.

Celent’s Corporate Banking Practice expands team

Her research will focus on innovation in treasury management services, trade finance, working capital finance, and the implications for customer journeys across segments, including small business.

Bruderman Adds Top Merrill Lynch Advisor to Private Wealth Management Team

Mr. LeBlanc is a graduate of Yale University, and has been recognized as an all-star investment advisor during his 22 year tenure at Merrill Lynch.

Millennium Management hires 3 as part of restructuring

Mr. Santoro will lead the firm’s global equity team drawing on 24 years of experience in trading and risk management

RBC grabs $262M team from UBS

They previously worked at Piper Jaffray.

Wealth Advisory Firm Halbert Hargrove Hires Beverly Karns as Regional Director of Denver Office

She will also collaborate with account leads to advise clients, which include entrepreneurs, professionals, technology company executives and retirees.

AllianceBernstein taps JPMorgan veteran Seth Bernstein as CEO

As global head of managed solutions and strategy at the bank’s asset management unit.

Stifel snatches $100M family team from UBS

Stifel last announced new hires in March, when the regional firm said it recruited two advisers from Baird.

Institute of Trading and Portfolio Management hires former Goldman Sachs Managing Director David Perlin as Senior Trading Mentor

I couldn’t be more excited to have him on board.

People Moves