Managers of Wealth Americas

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.

Merrill Lynch Adds Duo from Wells Fargo Private Bank

Meanwhile, the $600-million investment arm of Prosperity Bank affiliates with Raymond James Institutions unit

Merrill Lynch Hires International Financial Advisor from Morgan Stanley

We are excited and pleased that Leon chose Merrill Lynch to expand his capabilities and accelerate the growth of his business. Leon and Johanna are a great team who will add to our ability to serve international clients in Latin America.”

Law Firm Boosts Fintech Practice with New Hires

Jacob’s practice focuses on blockchain/distributed ledger technology (DLT) and fintech

Merrill Lynch Hires Private Wealth Advisors from Wells Fargo

Tim holds a bachelor’s degree from the University of Oregon

UBS wealth management unit names new head of capital markets

In addition, Peter Hill will be joining UBS WMA as head of public finance from Wells Fargo where he was U.S. head of public finance since 2009.

Goldman Sachs Team’s Split (from Firm and Internally) Creates Waves

The firm’s private wealth group that services wealthy individuals

First State builds five-strong high yield team

Expansion of fixed income capabilities

Chubb appoints new COO of North America personal risk services

She will be based in Whitehouse Station, and will report to Fran O'Brien, senior vice president, Chubb Group, division president of North America personal risk services.

Regions Bank Names Amala Duggirala as Enterprise Chief Information Officer

Duggirala will report to John Owen, head of the company’s Regional Banking Group.

People Moves