Managers of Wealth Americas

Sherborn’s Peter Whitlock joins Fiduciary Trust Company

Olney is arriving at Fiduciary Trust with two decades of experience in financial and client services, most recently serving as trust officer at U.S. Trust.

Former Obama Counterterrorism Advisor Joins Morgan Stanley

Jen Easterly joins Morgan Stanley, Merrill Edge redesigns its mobile app and biotech is hot right now.

Former U.S. Bank executive joins RBC as head of Wealth Planning

A 25-year veteran of the financial services industry, O'Leary most recently served as the head of investment solutions for U.S. Bank Wealth Management.

Citi Private Bank Recruits New Talent

Seattle remains an important market for Citi Private Bank, particularly amongst the ultra-high net worth client segment.

Wells Fargo Dolls Up Its Wealth Unit with American Girl Hire

The bank’s Abbot Downing division said Thursday that it had hired historian Mark Speltz from the -owned

Wells Fargo demotes senior executives in retail banking unit: WSJ

Thousands of employees were fired due to customer abuses, which stemmed from aggressive sales targets implemented by managers.

KPMG elects Bill Thomas as Global Chairman

He has been a leader in defining KPMG's global strategy and a champion in promoting an inclusive and high-performing culture throughout the KPMG network.

Fredrik Axsater to Lead Wells Fargo Asset Management’s Strategic Business Segments Group

Wells Fargo Asset Management’s priorities align well with what I believe clients will want and need in the future

Raymond James Welcomes Veteran Advisor and Team from Merrill Lynch in Louisville, Kentucky

The firm has a high regard both for the role of the advisor and the interests of our clients.

Man Group appoints president of Man Americas

As president of Man FRM, McCloskey is responsible for overseeing a number of key strategic relationships and driving the expansion and evolution of the business in North America.

UBS head of equities departs for US group

Leonard joined from UBS Global Asset Management, where he has worked in a variety of roles, most recently as global head of equities.

Morgan Stanley Chooses New Head of Wealth Management Investment Resources

She is currently head of investment and portfolio strategies for the wealth management business and will be assuming the additional responsibilities of her new role

Anne M. Smith is promoted to Senior Managing Director, Senior Portfolio Manager, Private Wealth Management at Peapack-Gladstone Bank

Peapack-Gladstone Financial Corporation is a New Jersey bank holding company with total assets of $3.88 billion as of December 31, 2016.

RMB Capital Promotes Dimitri P. Eliopoulos to Managing Director of Central Midwest

He began his career as an intern on a team led by Richard M. Burridge, Jr., CFP®, who would go on to found RMB Capital with Paulman in 2005.

LLC as Senior Vice President of Institutional Sales and Investor Relatio

He managed a sales team responsible for the Northeast and Mid-Atlantic Regions.

$150M Merrill Lynch Team Jumps to Janney

Last month, two veteran Merrill Lynch advisors producing $1.3 million in annual revenue left for Morgan Stanley.

Mark B. Sullivan Joins Brookwood Securities Partners, LLC as a Managing Director, Institutional Sales and Investor Relations

He has a proven track record of developing strategic, long-term business relationships and we are excited to welcome him to our firm.

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