Managers of Wealth Americas

Giancarlo Moves Up to Acting Chairman of CFTC

The CFTC also announced that Goelman will leave February 3, 2017.

Michael Nuckles Joins Andersen Tax Houston Office

Michael has over 15 years of experience in tax, concentrating primarily on international tax in the oil, oilfield services, and energy sectors.

Ex-Fidelity Executive Named HD Vest CEO

Bob Oros will be taking over for Roger Ochs on Feb. 28.

Northern Trust Strengthens South Florida Wealth Management Team

He most recently served as Chief Investment Officer for Coconut Grove Bank.

First Foundation Advisors Appoint Daniel Fan as Director of Wealth Planning

Fan will work with teams across First Foundation

RueOne Investments Appoints Michael Yoon to Council of Experts

He will advise RueOne's investment committee on technology related investments.

Former Wells Fargo International Advisory team join Snowden Lane Partners

He previously held senior-level positions at Prudential Financial and Fidelity Investments.

Ex-Morgan Stanley exec Fleming lands consulting job at Axiom

He joined Axiom this year, according to his BrokerCheck report with the Financial Industry Regulatory Authority.

Andrew J. Ceresney, Former Director of Enforcement at the SEC, to Return to Debevoise

Mr. Ceresney will join Debevoise in early March.

Five Senior Wealth Managers Join First Republic

First Republic Bank Hires Wealth Managers

Citadel : Ken Griffin's $26 billion firm has made a hire from a struggling hedge fund

Pollak is the first portfolio manager to voluntarily leave the firm, according to a separate person familiar with the matter.

RBC Wealth Management hires management team from UBS

Tim McEwen and the McEwen Group are well-respected in the wealth management industry

Nixon Peabody expands M&A practice in New England

Adam also works with states, state agencies and other governmental entities on various public finance matters

The Dowling Group Announces New CIO, W. Joseph Ryan

Prior to WJR Financial, Joe was a Senior Vice President with Mutual of America.

Bill Few Associates, Inc. Announces Alison Wertz as New Board Member

Alison Wertz joined Bill Few Associates, Inc. in 1996 after graduating from Michigan State University.

Stifel Announces Formation of The ECJ Wealth Advisory Group in Palm Beach

The ECJ Wealth Advisory Group specializes in implementing wealth management programs and sophisticated investment alternatives for high net worth individuals, foundations, corporations, and not-for-profit organizations.

Piper Jaffray Names David D. Olson Vice Chairman of FIG

Our entire financial institutions practice will be the beneficiaries of his experience.

Advisor Software Adds Chief Research Scientist to Leadership Team

He is a graduate of Yale University and holds a Ph. D. in Physics from the University of California, Berkeley.

Maria Chambers, IACCP®, Promoted to Chief Compliance Officer at Klingenstein Fields Wealth Advisors

She graduated cum laude from Fordham University with a B.A. in Economics

AMP Capital builds US presence with senior hires and new West Coast office

Julia Szlakowski has been appointed Institutional Director – Unlisted, Americas.

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