Managers of Wealth Americas

Sarbjit Nahal Joins Lazard Asset Management

The addition of Mr. Nahal bolsters Lazard’s Global Thematic Equity strategies, which seek to benefit from structural change in industries and companies around the world.

Hightower CMO Meghan McCartan Leaves

McCartan, who became CMO at Hightower in July 2022, shared the “bittersweet update” that she had departed the firm, saying she was unsure but excited about her next opportunity.

Leerink Partners Announces Expansion with New Los Angeles Office

Firm Hires Tim Hotchandani to Lead Life Science Technology Banking Effort

Jeffrey Haller Joins Evercore as Senior Managing Director in the Financial Institutions Group

Prior to joining Evercore, Mr. Haller was a managing director in the financial institutions investment banking group at Goldman Sachs, where he helped lead coverage of the wealth and traditional asset management sectors.

IEQ Capital Establishes Southeast Presence with Addition of Leading Atlanta Advisory Team

This move underscores IEQ’s commitment to meeting the evolving needs of its expanding client base in the region.

$500m Morgan Stanley int’l advisor moves to indie shop Activest

Eduardo Brender caters to clients in the US, Mexico and Venezuela and been with the wirehouse for almost a decade.

Integrated Partners Promotes Andree Mohr to President

The move will allow CEO and founder Paul Saganey to focus on coaching the firm’s advisors working with higher-net-worth clients.

Rob Kaplan Rejoins Goldman Sachs as Vice Chairman and Member of the Management Committee

In addition, Rob will focus on mentoring, leadership development, and the firm’s culture, working with our people across all levels and around the world to help further develop and advance their careers.

Oppenheimer Expands Its Investment Banking Capabilities with the Hires of Dmitry Gladkov and Konstantin Derkatschew

Highly experienced, London-based bankers to lead firm's newly established Capital Markets Group focused on Emerging Markets.

LatAm multi-family office Criteria’s wealth management director exits

Maria Noel Hernandez had been at the group for nine years and is leaving to pursue a new career opportunity.

Santander Hires Private Bankers to Target Wealthy Clients in Miami, Mexico

Most hires have been at Santander’s Miami and Mexico units.

Grant Thornton Announces Arla Lach as New Leader for Chicago Headquarters

David Platt, Grant Thornton’s central region MP, anticipates collaborating closely with Lach as the firm builds upon years of unprecedented growth.

Goldman Sachs names former Dallas Fed chief Kaplan as vice chairman

The bank is replenishing its bench of heavy-hitters after recent high-profile departures including Stephanie Cohen

Richardson Wealth welcomes top female team to Halifax

Makes further progress towards goal of adding female advisors

JPMorgan Private Bank Names New South Region Head

He will work with Clinton Warren, who was named head of investment and advice for the South region last May

JPMAM ETF exec Bryon Lake to join Goldman Sachs Asset Management as a partner, source says

Bryon Lake will join GSAM this summer as a partner in a broad role

Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State List

Susan Marie Bailey is the lead financial advisor of Bailey Wealth Management at UBS

State Street Names Elizabeth Lynn to Global Head of Investor Relations

Bringing more than 20 years of investor relations and financial services experience to her new role

Eton Advisors Welcomes Industry Veteran Brian Hughes as New President

With a decades-long track record in the wealth management sector, Brian Hughes, formerly CEO of Hughes Growth Strategy and co-Founder of Touchpoint Growth Strategies, brings a wealth of experience to his new role.

FNTC announces the appointment of Fiona Downing as CEO

He will take on the role of Executive Chairman with immediate effect and as at January 1 2025

People Moves