Managers of Wealth Americas

NewEdge Wealth Welcomes Experienced Wealth Manager Christopher Ayer

Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office

Orendorf named Chief Underwriting Officer at Chard Re

Orendorf also spent close to eight years at Transatlantic Reinsurance

William Blair Expands Equity Capital Markets Team

Ilya will lead the expansion of our equity-linked financing capabilities

Bison Hires BNY Mellon Wealth Management Principal

Bison Wealth has expanded its New York presence with the addition of James McTiernan

Broadridge appoints VP, AI trading solutions

Fellah will be based in New York City, NY

Citi hires top dealmaker from Perella to bolster healthcare M&A ranks

In his new role, Stute will also work closely with Torrey Browder, head of healthcare M&A at Citi.

Glenmede Investment Management Appoints President

Eldridge joined Glenmede in 2020

Wilmington Trust hires head of wealth management

Along with her new duties, Roberts will be joining the Enterprise Leadership Team (ELT) at M&T Bank, which determines the general course of the bank's operations.

Manulife Cuts 2.5% of Staff in Wealth and Asset Management Unit

The Toronto Star reported earlier that the firm is eliminating 225 jobs.

Franklin Templeton names new Global COO for Wealth Management

He will collaborate with the company's distribution leaders worldwide to enhance the distribution strategy and support advisor education for alternative investments in the private wealth sector.

Chubb Enhances Leadership for Latin America Operations

Effective immediately, both Mario and Diego will report to Paul McNamee, Executive Vice President, Chubb Group and President, Chubb Overseas General.

Kristen Del Grosso to Lead PNC Private Bank in Central PA

Previously she managed the Mechanicsburg and State College PNC Private Bank offices.

Prime Capital Hires OneDigital’s Jania Stout to Lead Retirement Plan Business

Stout, who sold her firm to OneDigital in 2021, will lead Prime Capital Retirement and Prime Capital Wellness.

Avisen Legal Expands Its Real Estate Law Practice with the Addition of Attorney Creig Andreasen

Creig Andreasen joins Avisen Legal, bringing extensive experience in real estate transactions and financial services.

Northern Trust Asset Management Strengthens Wealth Client Group Team

Robert’s broad experience and industry networks are unique and we look forward to enriching our client relationships by leveraging his passion and expertise as we serve enterprise relationships and other strategic accounts

Manulife lays off 2.5% of staff in wealth management unit

It added that investors interest in low-cost funds is on the rise, keeping low-expense ratios prevalent, while active management has found its niche within exchange-traded funds.

Latincapital Wealth Management Strengthens Its Advisory Team With the Addition of Matías Rodríguez

The company emphasized Rodríguez’s ability to manage accounts, operate in financial markets, and build strong client relationships, describing him as a “key asset” for Latincapital with a strategic focus for the company.

Innovia Wealth names Greg Bosch new chief investment officer

The scope of Bosch’s work will also entail optimizing public stock and bond portfolios as well as collaborating with Innovia’s network of world-class private investment managers.

Regions Bank Names Ray Hand as Regional Wealth Executive for Florida

Hand brings 30-plus years of industry experience to regional executive role.

New Leadership for UBS Global Financial Sponsors Team

The Global Financial Sponsors Team acts as a crucial bridge between over 1,000 asset managers on the UBS platform and UBS’s internal partners.

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