Managers of Wealth Americas

Former CIO, Multi-Asset Investments At Bank Of Montreal Joins Axioma As Managing Director, Corporate Strategy

The goal of the Corporate Strategy Team is to take Axioma to the next level

Weitz Names Co-Chief Investment Officer and Director of Equity Research

This transition is a natural progression in the Firm’s long-term succession plan

Arconic CEO Steps Down Due To Letter He Sent To Billionaire Paul Singer's Hedge Fund

Kleinfeld's exit will likely be viewed on Wall Street as a victory for the big hedge fund.

VC-backed Chain appoints Jessop as president

In his Technology Business Development role, Tom led a number of successful investments and joint ventures.

Busey Wealth Management promotes Hillard to chief investment officer

Hillard was also among the Forty Under 40 in Champaign County awarded by The News-Gazette’s Central Illinois Business magazine.

Investment Management Lawyer J.R. Morgan Joins Andrews Kurth

Mr. Morgan also frequently works on related investment management matters such as structuring family offices, co-investment vehicles, managed accounts and "funds of one.

Signature Bank Names New Private Client Banking Team and Expands Existing Team with Appointment of Seasoned Professionals in Westchester County, N.Y.

The team is also comprised of Daniel Olimpio and Lindsey Robertson, who will each serve as Associate Group Director and Vice President.

Odgers Berndtson Continues U.S. Expansion

Odgers Berndtson is well-positioned to do this in the asset and wealth management world given our recruiting expertise and commitment leadership assessment and development.

Two earn wealth adviser status

The private wealth adviser status, experience in providing comprehensive financial planning and advice is required.

Teneo Expands Restructuring Capabilities

Restructuring advisory is an important service offering which is complementary to Teneo's broad suite of skills.

Janney Promotes Four Industry Veterans, Strengthens Leadership Team

Has been promoted to Head of Private Client Group Trading.

Prosperity Capital Advisors Names Industry Veteran Douglas S. King, CFP® President and Chief Executive Officer

We began as a mastermind group of a handful of top advisors just six years ago.

Wells Fargo promotes three insiders to executive positions

He will also share joint responsibility for all international private client business within Wells Fargo Advisors, per the memo.

Houlihan Lokey Strengthens Healthcare Information Technology Coverage wuth New Hire

Prior to Deutsche Bank, he was a Vice President in the Healthcare Services banking group at RBC Capital Markets

Acadian Asset Management Appoints Catherine Canney as Director of Corporate & Digital Marketing

She held various roles at MIT Sloan in global engagement, stewardship and donor relations.

Robert Ashcroft Joins Northern Trust Wealth Management to Lead Business Owner Consulting

He has also assisted management teams with buyouts, fundraising, and acquisitions.

Seeking Growth, Next Capital Management

We will now have access to better data and analytics about our business that will drive more thoughtful decision making in the future.

SEI Names Rachel Volynsky Canadian Equity Portfolio Manager

In this role, Volynsky will be responsible for the management of all Canadian equity strategies and report to Jason Collins

Charles Citro Named Managing Director of Commercial Mortgage-Backed Securities Ratings and Analytics for Morningstar Credit Ratings

He was responsible for credit decisions related to the origination of commercial real estate loans for the CMBS Desk.

Morgan Stanley compliance chief Fenrich leaving for hedge fund

Compliance officers have become critical figures on Wall Street since the financial crisis, helping to ensure that bankers and traders stay out of trouble and avoid massive fines.

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