Managers of Wealth Americas

The Colony Group Names Four New Principals

Terri Feeney is the Chief Financial Officer of The Colony Group and has an extensive background in sophisticated accounting and tax matters.

BCRS Associates members join EY Private Client Services

With the addition of the BCRS team, the US firm will further expand its current service offerings of income and estate planning, charitable gift planning and cross border tax compliance.

Former Senior OFAC Official Joins Alston & Bird as Partner in Washington, DC

Most recently, he served for more than five years as OFAC’s assistant director for enforcement.

Alston & Bird Adds 5-Lawyer Corporate Group in Dallas, Including 2 New Partners

The new partners collectively spent more than 30 years together as partners at their former firm.

Two SVPs Join Private Client Reserve In L.A.

Both Hodges and Dunphy served as senior directors at EFG Capital, wealth management directors at Bank of New York Mellon and vice presidents at Deutsche Bank.

Baker Tilly Adds Financial Services Partner, Enhances Services to Asset Management Clients

He consults on a wide range of fund structures, including master-feeders, multi-tiered partnerships, managed account platforms, strategic investor relationships and seed arrangements.

Mizuho Securities USA Announces Senior US Equity Research Appointment

Salim Syed Joins as Managing Director, Head of Biotech Research

KKR's Energy Head Lipschultz to Leave, Start Firm With Ostrover

As head of energy and infrastructure investing, Lipschultz oversaw some of KKR’s most profitable deals -- and two of its biggest losses.

Veteran Banker Jeff Cleveland Joins D.A. Davidson

D.A. Davidson & Co., a full-service national investment banking firm, announced today that it has hired Jeff Cleveland to join its growing investment banking team as managing director in its Consumer and Retail sector. Cleveland joins D.A. Davidson&am

KBW Announces Key Addition to Investment Banking Group

He previously was the head of investment banking coverage for banks at Barclays Capital and Lehman Brothers.

Former executive for Raymond James joins D.A. Davidson Board of Directors

Helck was chief executive officer of Raymond James’ largest business unit

High-yield bond manager Sohr leaves AllianceBernstein

Volatility across fixed-income markets and negative returns last year have put pressure on banks and asset managers to cut costs.

Robertson Stephens Expands Investment Management Group, Robertson Stephens Partners LLC

The team will focus on direct investment opportunities in next generation companies.

Fieldpoint Private Welcomes Bessemer Trust Veteran To Advisor Team

Edward Butler Advised on More Than $1 Billion in Client Assets for Ultra-High Net Worth Families

Citigroup Appoints Antonios to Lead U.A.E. in Gulf Expansion

Citigroup has made several appointments in the oil-rich region in the last few years as it seeks to expand its presence.

Macquarie Investment Management Appoints Dominic Janssens as Global Chief Operations Officer

Janssens will join the organization on April 4 and will report to Ben Bruck, the global head of Macquarie Investment Management and the chairman of Delaware Investments.

One of Goldman Sachs most senior executives in Asia is reportedly moving to the US

Goldman’s Southeast Asia chairman Tim Leissner is believed to be moving to Los Angeles with his wife — former model Kimora Lee Simmons

National Association of Estate Planners and Councils boosts board

The U.S. private wealth management division of CIBC has announced that a managing director and senior wealth strategist has been named to the National Association of Estate Planners and Councils (NAEPC) board of directors.

Morgan Stanley Names Schwab's Hassan as Wealth Digital Head

We are delighted to welcome Naureen to the Morgan Stanley team

Boston Private Wealth Announces Strategic Hires

Mr. Dudley also enjoyed a 16-year career as a player in the National Basketball Association (NBA)

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