Managers of Wealth Americas

UBS Hires Ryan Lurie to Lead Arizona Wealth Management Market

Ryan will be responsible for overseeing the firm’s financial advisors in Phoenix and Scottsdale

Northern Trust Asset Management Names New Head of Tactical Asset Allocation

Peter Wilke Brings More than 20 Years of Multi-Asset Investment Expertise to Role

Evercore Wealth Management Names Tracy Schneider to Managing Director and Director of Marketing and Sales Coordination

Prior to J.P. Morgan, she was a director at AllianceBernstein, in the private wealth management group.

Simmons First National Corporation CEO Bob Fehlman to retire this year

The bank has appointed Chris Van Steenberg as its new COO

Pathstone Appoints Eddie Brown as Chief Growth Officer, Tapping Former Schwab Family Office Industry Executive

Brown's move signals a bold expansion strategy as Pathstone ramps up industry-leading Family Office Services for Ultra-High-Net Worth (UHNW) clients

Hamilton Reserve Bank Names Former Goldman Sachs Executive Head of Investment Banking, Co-Head of Private Banking

Mr. Joshua Larson has over 30 years of experience in investment banking, private equity, and corporate governance.

Citi Wealths Adds J.P. Morgan Exec to Lead Digital Efforts

Eric Lordi has departed J.P. Morgan to head up Citi's Wealth Platform and Experience unit.

Prime Capital Attracts L.A.-Based Former Edelman Advisor

Selu entered the industry with Fidelity Investments as a benefits and planning consultant

Everest names Corbo Head of US Primary Casualty, Weiser to lead US Excess Casualty

Prior to joining Everest, Corbo served as Head of Corporate Accounts, Primary Casualty for AIG

Syncro Promotes Andy Cormier to MSP Channel Chief

Seasoned MSP Expert to Lead Strategic Initiatives in Marketplaces, Partnerships, and Alliances

Modera Hires Ex-Hightower Executive as Director of Marketing

Modera Wealth Management has brought on Kirsten Ly, a former Hightower executive, as director of marketing.

Saurabh Joshi Joins CSG as President of Payments

He will be instrumental in driving our growth as we enter a new era in Payments.

Principal names Deanna Strable next president and CEO

Dan Houston to remain executive chair of the Board

29-year-old crypto hedge fund manager is hiring veterans

Crypto trades 24 hours a day, seven days a week, and Fadeev has a historic reputation for working all day and all night.

Goldman Sachs & JPMorgan are on a hiring spree for experienced junior bankers

JPMorgan's junior banker recruitment is even more enthusiastic.

Cetera CEO Adam Antoniades to Step Down By Year-End

Mike Durbin, CEO of Cetera Holdings, will assume Antoniades’ role, the company confirmed.

Zoetis Appoints Jamie Brannan to Newly Created Chief Commercial Officer Role

New Commercial Organizational Structure to Accelerate Long-Term Growth Strategy in Key Markets and Optimize Global Commercial Operations

CRC Group welcomes four new professionals

These new appointments mark a strategic expansion effort aimed at enhancing CRC Group’s ability to assist retail agency clients nationwide

Experienced technology and digital transformation leader joins Grant Thornton as CIO

Prior to his new role with Grant Thornton, Kempe spent 12 years at KPMG LLP

Keystone Private Wealth Expands Advisory Team With the Addition of Industry Expert Joe Sanchez

Bringing a wealth of experience and a planning-based approach, Sanchez will strengthen Keystone’s mission of delivering tailored financial strategies.

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