Managers of Wealth Americas

Citi's consumer and retail M&A head Finkelstein to leave bank, sources say

Finkelstein did not respond to requests for comment.

Savvy Wealth names Eric Hurkman as first CTO

Hurkman joins Savvy’s growing C-suite directly from Carta

Raymond James strengthens private capital business and investment offerings, announces two appointments to further grow private markets platform

Reorganized Capital Markets team will deliver customized financing strategies for companies and owners, new Private Markets Strategy role will develop and lead offerings across Private Wealth

SEI Executive Vice President Sean Denham to Lead Global Operations

Expanded Role Further Enhances Strategic Alignment for Growth

Goldman Sachs picks CFO of asset management business, memo says

She is also the CFO and chief operating officer of the platform solutions unit, which houses some of Goldman's consumer banking businesses.

Westchester, a Chubb Company, Appoints Alex Faynberg Head of Healthy Paws Pet Insurance

Alex brings over 20 years of experience in the insurance industry, including nine years in key leadership roles at Chubb.

Brant Wong Joins Principal Asset Management℠ as Head of Retirement Solutions

Under Wong’s leadership, his team will leverage the extensive set of Principal investment solution capabilities backed by the firm’s heritage in retirement and life to maximize customer experience and drive outcomes.

Citigroup appoints Chris Biotti to lead private bank in North America

Biotti will join Citi in late May from Bank of America opens new tab, where he most recently served as an executive for its Northeast division

Willis appoints Helen Campbell Head of Property Wordings in North America

Helen brings a specialized, technical expertise

Goldman Sachs exec John Waldron gets board seat — a move likely making him bank’s next CEO

He previously served as co-head of investment banking, a role he assumed in 2014 after joining Goldman in 2000.

Stewart to lead new 'midway' family office from Robertson Stephens

Target clients are seeking something different from traditional offerings.

Thomas Wafer appointed to boards at Incline P&C Group

Most recently, he served as chairman of Willis Re/Gallagher Re North America.

Chubb Announces Leadership Changes in Europe, Middle East and Africa and North America

Melissa Scheffler promoted to succeed Robic as Division President, Personal Risk Services, Chubb North America Insurance

Savvy Wealth Appoints Former Carta Fintech Software Leader as Chief Technology Officer

New technology chief will build out product and engineering teams, drive product innovation within the Savvy Wealth platform

Bogart Wealth Introduces Executive Leader Jeffrey Fuhrman as President

Seasoned industry executive fills leadership role at surging independent RIA firm led by James Bogart

Morgan Stanley's head of US macro credit trading left for a hedge fund too

Qiu may simply have availed himself of the big packages offered by hedge funds.

LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel

They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities.

Joseph Gunnar Appoints Anna Stone as Chief Marketing Officer as It Continues Expanding Its Investment Banking & Wealth Management Divisions

In this role, Ms. Stone will lead the firm's marketing strategy, brand positioning, and corporate access client engagement initiatives.

Ex-Barclays banker finds RBC likes him after sudden UBS exit

He spent seven years at Barclays before his brief sojourn at UBS.

Cooley Strengthens Fund Formation Practice With Addition of Key Tax Hire

Aalok Virmani has joined Cooley’s Chicago office as a tax partner in the firm’s fund formation practice group.

People Moves