Managers of Wealth Americas

Auerbach Grayson Expands Institutional Equities Trading Team

This team, previously with KCG, is among the industry’s top institutional trading teams

Kirk Lehneis Appointed Chief Operating Officer of New York Life Investment Management

Newly Created Position Reflects NYLIM’s $120 Billion Growth in AUM over the Past Four Years and Is a Testament to the Firm’s Strong Commitment to Operational Excellence

MUFG Promotes Jonathan Lindenberg to Deputy Head of Investment Banking for the Americas

Will Continue as Head of Structured Finance

15 lawyers to exit Miami IP boutique for Cozen O'Connor; 5 more left earlier for another firm

Another 13 lawyers, comprising the bulk of the attorney roster at the boutique, also will be making the move.

Florida Community Bank Names Peter Anderson New Raymond James Financial Advisor to Broward County Branches

Anderson joins Florida Community Bank with more than 20 years of experience in financial services, most recently serving as a Certified Financial Planner at Veritas Wealth Advisors.

DoubleLine Capital LP Appoints Deputy CIO, Establishes Branch Office in Japan

Mr. Sherman and his Macro Asset Allocation team vet and design quantitative investment strategies.

Gundlach Names Sherman Deputy as Assets Reach $100 Billion

Like Gundlach, who studied theoretical mathematics, Sherman is a math-minded investor, overseeing a team that designs quantitative strategies.

Goldman Fires Dozens Of Investment Bankers

As Bloomberg adds, CEO Lloyd Blankfein is embarking on his biggest cost-cutting push in years as the bank tries to weather a slump in trading and dealmaking.

Fox Rothschild adds three partners in New York

Somerville focuses her practice on the management of IP rights and has represented clients in the chemical and medical devices industries.

Bill Packham appointed CEO of Qtrade Financial Group

"Their expertise, dedication to continuous innovation, and commitment to client service is inspiring.

Management Transition at Stifel Nicolaus Europe Limited

"Acquiring a strong business in Europe has enabled our firm to expand the breadth of our services across both debt and equity as well as mark a strong flag in the important London market."

Huntington Wealth, Regional Banking Executive Dunlap to Retire in 2017

Thirty-Seven Year Huntington Senior Executive Jim Dunlap's Ongoing Role Will Facilitate the Company's Integration With the Merger and Conversion of FirstMerit

Managing Director of Private Banking at Signature Bank of Georgia announced

Klein has been in the banking industry for 25 years with the last 15 years concentrated in private client and commercial banking roles.

Florida Community Bank Names Peter Anderson New Raymond James Financial Advisor to Broward County Branches

Florida Community Bank is excited to offer expanded investment services and financial planning to the South Florida area through our partnership with Raymond James Financial Service.

PBMares names director of wealth management division

In his new role, he is charged with managing the strategic direction of PBMares Wealth Management, including enhancing growth through increased market penetration and targeted acquisitions within the mid-Atlantic.

Bank of Canada Names Sheryl King as Adviser in New York

I am delighted to welcome Sheryl King back to the Bank and to our senior management team,” Poloz said in the statement.

Ivascyn to Join Pimco Diversified Fund as Mewbourne Retiring

The Diversified Income fund is up 5 percent this year, outperforming 97 percent of its Bloomberg peers.

Eyzenberg exits Avison Young to launch investment banking firm

Prior to running Prodigious Capital Group, he was associated with several boutique real estate investment banks.

Credit Suisse names Patry vice chair of LevFin capital markets

A Credit Suisse spokesperson confirmed the contents of the memo.

Vanguard Names Finance Chief

After Ralph Packer retired in 2008, Reed assumed responsibility of Vanguard's finance operations.

People Moves