Managers of Wealth Americas

TIAA Adds Martha Willis To Promote 861 Billion Money Manager

TIAA, which is known for selling insurance and financial products to teachers, has been seeking to expand its role as a third-party money manager after rebranding this year.

Frederick K. Schoenbrodt, II Joins Bressler, Amery & Ross as Estate Planning and Administration Practice Chair

Mr. Schoenbrodt is a frequent speaker, writer and contributor on trust, estate and tax topics.

The Bank of New York Mellon Corporation: BNY Mellon Appoints John Weir Head of Application Platform and Services Group

He was previously the global head of Middleware Engineering at Goldman Sachs

Morgan Busalacchi Joins UnionBanc Investment Services in San Diego

With more than 12 years of experience, Busalacchi most recently was Market Director for Wealth Management for Chase Wealth Management and JPMorgan Securities in multiple territories in the United States.

Japan's MUFG Adds Busalacchi, Valenzuela for U.S. Advisory

“We are committed to growing in the California market and we will do so by recruiting and developing top performing talent,” Michael T. Feldman, head of the wealth markets group at MUFG’s U.S. bank, said in the statement.

Deborah Valenzuela Joins UnionBanc Investment Services Brokerage Team in Los Angeles

In her new role, she oversees a team of financial advisors providing an array of investment services to clients in the Los Angeles region.

Multi-Family Office exec to join Datawatch board

I look forward to working constructively with the board and management team in creating value for Datawatch shareholders

Blue Water Advisors Adds Sheryl Rothman to Wealth Management Team

She is also working towards obtaining CFP certification.

J.P. Morgan makes key new hire

Key new hire bolsters industry leading sales force

Columbia Pacific Hires Fund Manager Who Helped Direct One of Country’s Largest Endowments

Columbia Pacific Wealth Management, founded in 2011, has quickly grown into one of the largest wealth management firms in Seattle, with over $2 billion in assets under management.

Financial Technology Partners Hires Industry Veteran Phil Olson As Managing Director

FT Partners Again Wins "Investment Bank Of The Year" As It Enters Its 15th Year In Business

Cornell taps director of IMF's investment office as new CIO

He replaces A.J. Edwards, who left at the end of March. Senior investment officers Cody Burke and Roger Vincent have been serving as interim CIOs.

Two portfolio managers at billionaire George Soros’ family office are leaving the firm

The people familiar with the matter didn’t elaborate on the details of the disagreement.

Citi Private Bank names Global Market Manager for New York

“New York is one of our most important markets in North America. As a consistent, top performing Senior Private Banker since she joined the firm in 2007, Ida’s vision, passion for the Private Bank and strong leadership skills will build on our

Bitcoin Exchange Kraken Appoints Fidor Bank Veteran As General Counsel

Stadum joins Kraken’s management team after a post as US General Counsel to Fidor Bank

Lacey Johnson, CFP, Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor

She earned her B.A. from Baylor University. In addition to the CFP® designation, Ms. Johnson holds a number of industry designations and licenses.

Manulife Names Renaud as Global Operating Chief of Asset Manager

Renaud was named president of the investment manager’s Canada operation in January 2015 after the insurer closed its purchase of the Canadian-based assets of Standard Life.

Axa IM Hires Kleinwort's Ragland For West Coast Business Development Role

Ragland joins AXA IM from the business development team at Kleinwort Benson Investors.

MUFG Investor Services appoints Michael McCabe to business development team

These solutions include fund administration, middle-office outsourcing, custody, depository, trustee, fund of hedge fund financing, FX and wider banking services.

Mizuho Hires Rich Gallivan as Head of North American TMT Investment Banking

In his new role, Gallivan will hire a team of experienced investment bankers tasked with growing Mizuho's footprint in equity, mergers & acquisition, event driven financing and financial sponsor activity.

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