Managers of Wealth Americas

Rothschild Brings Its Debt-Advisory Business to U.S. With New Hire

With hire of Michael Speller, firm continues to build out North American advisory business

Russell Investments Appoints Mark Spina to Lead U.S. Advisor-Focused Business

Spina will help advisors meet individual investors’ needs for outcomes utilizing Russell Investments’ multi-asset solutions

Evercore Wealth Management Appoints Jill Faherty Lloyd as Financial Advisor

She will help expand the firm's Wise Women investor education program, working closely with investment, planning and fiduciary professionals.

BNY Mellon's Treasury Services Business appoints new head

Mager, a managing director, is responsible for driving Treasury Services' global innovation process which includes management of strategic innovation projects

Garrett Baker Joins Lazard to Lead Middle Market Telecommunications, Media and Technology

He joined Waller Capital Partners in 1998 and was named President in 2009.

Texas A&M Foundation Loses Investment VP

Janet Handley will be retiring at the College Station, Texas based fund

Institute for Private Investors and Campden Wealth appoint noted entrepreneurship executive

He comes to Campden/IPI after a successful career of leading numerous high-profile membership organizations for the past 25 years.

Applied Bank Announces The Honorable Walid Maalouf as New Director

New Director for Applied Bank, Announced

U.S. Bank names market leader for high-net-worth business in the Twin Cities

He was senior managing director, a role he held for more than two years.

SEC Trading and Markets Director Stephen Luparello Steps Down

Mr. Luparello played a key role in enhancing the transparency and strengthening the integrity of our nation’s markets

Fidelity Says Abigail Johnson to Succeed Father as Chairman

Edward ‘Ned’ Johnson to retire, become chairman emeritus

Adviser managing $250 million in assets joins Raymond James from RBC

First adviser recruit under the revived Alex

Bank dealmaker Reed retiring, moving west

The passage of Senate Bill 1 by the General Assembly that spring allowed statewide branching and multibank holding companies for the first time

McKenzie joins Raymond James

New Member for Raymond James Has Recently Joined

Citi Private Bank Expands New York Metro Team

Ms. Nunag joins Citi from J.P. Morgan Private Bank where she previously served as Managing Director and Senior Banker

Highview Capital Announces Expansion of Investment Team

All six will be based in Highview’s Los Angeles headquarters.

Robertson Stephens Names Ron Resnick as Chief Operating Officer of Robertson Stephens Asset Management

He is also a member of the firm’s Executive Committee.

Fox Rothschild Adds Experienced Bankruptcy Attorney

Hall’s practice centers on complex Chapter 11 bankruptcy/reorganization cases.

Britt Doyle Joins US Capital Partners as Senior Vice President

A thirty-year veteran of the capital markets, Mr. Doyle started his career as an institutional fixed-income salesman for Security Pacific Asian Bank in Singapore directly out of college.

Palladium Equity Partners Names New Managing Directors and Principals

In addition, Joe Chang was promoted to Senior Associate; Matthew Graziano, Anirudh Sathya and Sam Zakay were promoted to Associates.

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