Managers of Wealth Americas

Guggenheim Securities International Expands Energy Practice

We look forward to his continued success at Guggenheim.

RBC poaches Bank of America prime brokerage head

Jonathan Yalmokas reportedly resigned from his role at Bank of America Merrill Lynch last week and will join RBC.

MetLife shakes up senior management team

But the regulatory process took longer than expected.

U.S Trust Announces New Hires in May

To serve the growing demand for wealth management services

Head of Institutional Sales Announced for Global SPDR Business at State Street Global Advisors

She held a variety of roles, most recently as Global Head of Distribution and Product Strategy for the Securities Division.

Tannon Krumpelman to Join Evercore as Senior Managing Director in the Financial Services Advisory Practice in New York

He will join from UBS, where he was a Managing Director and Head of Banks for the Americas.

Ex-JPMorgan Bankers Rejoin Firm to Build Private Credit Team

Institutional investors have been seeking private credit investments as they look beyond traditional bonds for better returns.

Wells Fargo hires free-speaking analyst as in part of investment banking build out

“We are thrilled to have such an influential voice in this critical sector join our growing platform.”

BNY Mellon Taps SS&C's Salvage To Lead Global Hedge Fund Services

Hedge fund services industry veteran brings deep experience in delivering innovative solutions

Instinet appoints Scott Douglass as US Head of Sales for its Commission Management Services business

We are pleased to welcome Scott to Instinet.

UBS just hired a senior NYC equity researcher from Nomura

That firm remains in operation now that he’s at UBS.

Mercer Advisors Names Dave Welling CEO

I am thrilled to join Mercer and to build on the firm's stellar reputation for serving clients.

One of BlackRock's longest-serving mutual fund managers to retire

The world's largest asset manager, BlackRock also offers relatively low-fee index funds through its iShares brand.

Investors Real Estate Trust Announces Vice President Of Asset Management

Her responsibilities included identifying real estate investment opportunities for current and prospective clients, and facilitating business-opportunity partnerships between current and prospective clients.

Holly Street Wealth Advisors Joins tru Independence Platform

The team at Holly Street Wealth Advisors delivers white-glove wealth planning, investment management and advisory services to families, foundations and endowments.

Michael Barbosa Joins Andersen Tax as a Managing Director in Los Angeles

His work there included tax planning for cross-border transactions, managing U.S. federal income tax compliance and the international aspects of income tax provisions.

Mike Mayo to Join Wells Fargo Securities’ Equity Research Team

Veteran bank equity analyst to lead coverage of U.S. Large-Cap Banks

BMO Harris Bank Appoints New Head, Sales and Distribution, U.S. Retail Banking

Most recently, Cooper served as Senior Vice President, Head of Central Region Retail and U.S. Mortgage Sales, providing leadership to a team of over 1,000 retail bankers in 120 branches and holding accountability for mortgage growth through customer exper

Cohen & Steers Hires Specialist to Expand DCIO Support for Western U.S. Market

The firm's strategic focus on real assets reflects the growing demand for investments with different return drivers than stocks and bonds.

Merrill Lynch Hires Team of Financial Advisors in NJ

The RLA Group focuses on working with their clients on significant financial decisions to ultimately help them achieve their financial objectives.

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