Managers of Wealth Americas

Merrill Lynch Hires Wealth Strategist From Citibank

He then joined Citibank where he worked as a legal and compliance officer in Barcelona, Spain

Halverson Group Expands Leadership Team

He is charged with growing and deepening client relationships and providing leadership on matters affecting the whole firm including strategy, solution design, process efficiency, and thought leadership.

Cornerstone Capital Management Hires Industry Veteran

He will lead the firm’s distribution, marketing, consultant relations and client service practices.

CalPERS chief executive retires

The CalPERS Board will conduct an immediate search for her replacement.

Sprott Names Chairman of Sprott USA and Adds US and International Sales Coverage

Mr. George joined Sprott in 2015 and previously spent 23 years in senior roles at Royce & Associates LLC “Royce” in New York.

Dynasty Hires Former Morgan Advisor, Opens New Office

The new office will be in the Chicago Loop

Former Deutsche Bank Director Joins Blockchain Firm AlphaPoint

Scalf brings to the company considerable experience in designing and managing trading systems, clearing and settlement, and regulatory reporting.

Perspecta Trust Hires Family Office Industry Leader

Perspecta Trust’s President, Scott Baker, states that “We are honored to have such an industry veteran join our ranks

SEC Associate Director In Division Of Investment Management to Leave

She has been a key architect of disclosure policy for mutual funds and other investment companies

RBC Wealth Lands Brokers From BofA Merrill Lynch

The team manages about $280 million in client assets and joins RBC Wealth's Palm Desert office.

Former senior Pentagon official joins Guggenheim

He will focus on technology and security deals.

Recruiting Roundup: Raymond James Grabs $2M Wells Fargo Team

Meanwhile, Merrill Lynch adds a wealth strategist in Miami; Focus Financial draws large RIA in New York

Wealth Management Platform Provider FolioDynamix Appoints Steve Dunlap as President and Chief Operating Officer

He is very active in the financial services industry and serves on several boards.

Point72 Names Jonathan Jones Head of Investment Talent Development

He was previously BlackRock’s Head of Global Campus Recruiting

Lazard Hires Managing Director to Bolster Restructuring Business

The opportunity to recruit Mr. Ziman to Lazard presented itself late last year while the two worked closely on the bankruptcy of Millennium Health

ETF Securities Names Stan Kiang Director of Strategic Partnerships as Firm Continues U.S. Business Expansion

He will be based in San Francisco and report to Executive Director and Head of US, Steve Dunn.

Takeover Veteran Paul Taubman Aims High with PJT Partners

The former global head of M&A at Morgan Stanley joined forces with Blackstone Group to create a publicly traded boutique advisory firm.

Grant Thornton expands national Financial Services Advisory practice

Johan Joseph joins as principal to enhance insurance and business consulting capabilities

RBC's Taft on Exit: My Successor Will Face Intense Regulatory Environment

The firm has made multiple acquisitions, with the most recent being City National, a private bank that caters to Hollywood's elite.

Monson elected to Holland & Hart

Drawing on his experience as a certified public accountant, Monson provides high net worth individuals and small, family-owned businesses with the sophisticated advice they need

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