Managers of Wealth Americas

New CEO of BNY Mellon announced

Gerald L. Hassell will continue to serve as Chairman of the Board through December 31, 2017, working closely with Mr. Scharf to ensure a seamless transition of responsibilities.

KKR names Bae, Nuttall as co-presidents in step towards succession

KKR has never before named a president or someone with an equivalent title, a job that could serve as a stepping stone to eventually leading the entire firm.

Northern Trust names Lisa Marcus managing director, senior wealth strategist

She served as managing director and business development officer for seven years.

Northern Trust Announces Leadership Changes

We will benefit from his focused efforts around growing our client relationships.

Richard L. Shamos Joins Sadis & Goldberg's Financial Services Practice

He has advised companies in connection with international regulatory issues, including the conversion of alternative funds to AIFs, the structuring of multi-manager and multi-strategy products, cross-border regulatory compliance and tax planning.

Winston & Strawn Adds Corporate Partner in New York

“Phil has built an impressive practice advising private equity sponsors on a diverse array of finance transactions,” said Dominick DeChiara, chair of Winston’s Corporate Department.

Leading compliance data enablement platform appoints new MD to lead growth

Listed by Planet Compliance as one of the most influential RegTech firms and is the only platform that can access all data providers via API and aggregate them into a single view for compliance professionals.

Atlantic Capital Bank Hires New Private Banker

She began her banking career at SunTrust as a Personal Banker and Financial Services Representative.

Eaton Vance appoints director of institutional business development

She will be a significant contributor to the continued expansion of our institutional presence.

Senior VP joins RBC Wealth Management

Her customized approach to wealth management integrates sophisticated financial analysis with diversified investment recommendations.

Another Partner Leaves Baker McKenzie in Miami, This One for Holland & Knight

His work at Holland & Knight will continue to focus on assisting ultra-high net worth clients with tax planning, including pre-immigration tax planning.

BMO Capital Markets names new global co-heads of M&A

Who were heads of Canadian and U.S. M&A.

Merrill Lynch Loses Veteran FAs to UBS

Merrill Lynch has lost several large brokers in recent weeks.

U.S. Bank Names Seattle Market President

Her leadership and depth of experience will enable us to deliver even more value to clients and the community in the greater Seattle area.

UBS recruits Merrill Lynch veterans with $1B

The new hires had spent their entire careers at Merrill before switching firms.

Northern Trust bolsters institutional sales team with senior hires

“As our institutional client base grows across all regions, we continue to bring in talented professionals with the skills and experience our clients seek and the specific expertise to position our innovative technology in very competitive markets,&

Korn Ferry Hay Group appoints senior client partner

Prior to Walmart, she was a Partner at Aon Hewitt where she was responsible for leading the North American Talent Practice.

World's largest mutual fund manager announces new CEO

Chief Executive will step down at the end of the year and be replaced by Chief Investment Officer Tim Buckley.

Twitter Hires Former Goldman Sachs Exec as CFO

Twitter, founded in 2006, has never posted a net profit on a generally accepted accounting principles (GAAP) basis.

Baird promotes 2 execs to enhance financial planning offering

The creation of a Director of Advanced Planning role capitalizes on the strength of Baird’s team of in-house experts who have a specialized focus on financial and estate planning, and work closely with our financial advisors,” said Laura Thuro

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