Managers of Wealth Americas

Investment banking head leaves firm to found private equity outfit

The Harvard University graduate and former McKinsey & Co. consultant’s predictions of a revival are informed by direct industry experience.

Ramius CEO Michael Singer Departs to Pursue New Career Opportunities

Prior to joining Cowen, Mr. Fraenkel was President of Fairholme Capital Management and Chief Research Officer since 2011.

Canaccord Genuity Expands Healthcare Investment Banking Capabilities and Nashville Presence

Most recently, Duncan was a Managing Director with MedCare Investment Funds

Schechter Wealth Expands Investment Team with Advisor Natalie Allie

Ms. Allie is a graduate of the University of Michigan and holds Series 6, 7, 63, and Life Insurance.

Century Wealth Management Announces Greg Davis as New Partner

Greg Davis is a graduate of Christian Brothers University where he earned his undergraduate degree in Business Administration and majored in Finance.

D.A. Davidson Names Steve Condon President of Asset Management and Trust

He has also served as director of Wealth Management for J.C. Bradford & Company

Grant Thornton adds former FASB member Daryl Buck to lead Accounting Advisory Services practice

He received a bachelor’s degree in accounting from Southeastern Oklahoma State University.

Seeman Holtz Private Client Group Welcomes New Team Member

Joining the team at Seeman Holtz Private Client Group at the forefront of its expansion, Alex can continue his success.

Wealth Advisor Hank Holland Joins First Republic

Holland earned a Bachelor of Science degree in Civil Engineering from Southern Methodist University and a Master’s degree in Agriculture from Colorado State University.

New York Life Selects New CIO

He will continue to fill that role in addition to assuming CIO responsibilities.

McNally Capital Welcomes Frank McGrew as Managing Partner

McNally Capital will continue growing its direct investing business

Crestone Capital Appoints New Chief Financial Officer

He will also provide direction and oversight for accounting, finance, IT, compliance and security operations.

Wilmington Trust Adds Robert Bridges as Senior Investment Advisor to New York Office

Bridges will provide wealth management and investment advice to clients in the New York Metro region

BNY Mellon Names Jeff McCarthy CEO, Exchange Traded Funds

As part of this mandate, he will play a critical role in the successful enterprise-wide delivery of comprehensive ETF solutions to the marketplace, and work to further develop long-lasting partnerships for BNY Mellon in the ETF industry.

Instinet continues to build its U.S. Equity Research boutique with three senior hires

These three new hires bring a combined total of nearly 50 years of equity research and research sales experience, which includes cultivating strong relationships with top-tier hedge funds and investment managers

Kennedys continues Americas expansion with new office in Mexico

The office will provide clients with both complex and high-volume claims litigation and insurance coverage advice.

Lloyds Bank names Schaeffer as new North America CEO

Newly Promoted CEO For Lloyds Bank

Wells Fargo insiders promoted in wealth management restructuring

Kowach said that the new structure would help drive the firm's effort to better serve clients

Mizuho Announces Senior Equity Capital Markets Appointments

A seasoned capital markets banker with extensive senior corporate relationships, Deignan was a lead banker in over $70 billion of U.S. real estate related equity transactions over the last fifteen years.

BMO Capital Markets Names Luke Seabrook Chief Operating Officer

His appointment as COO reflects his tremendous success in moving our business forward and providing exceptional client service.

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