Managers of Wealth Americas

BBG Appoints Prominent National Healthcare Valuation Specialist To Senior Managing Director

He is also HUD certified for the Senior Housing LEAN and MAP programs and holds other professional certifications.

Citi and JPMorgan shuffle consumer bank tech execs

Who has been at the bank 23 years, heads consumer bank operations and runs the Customer Experience Council.

Fiera Capital appoints Julie Lalonde as Head of Retail Markets and Strategic Investment Partnerships

Her experience also includes roles as Director of Investments at two major multinational pension funds.

Deutsche Bank chooses Pioneer boss for MD role

As part of the ambitious initiative the bank also plans to ‘modernise outdated IT architecture by reducing operation systems and replacing hardware and software applications.

Kevin O'Donnell Joins Adams Street Partners as Global Head of Business Development and Investor Relations

His leadership experience from both BlackRock and BGI will be instrumental in helping us serve the private market investment needs of our current and future clients.

Deutsche Asset Management names Bobby Brooks national sales manager

Brooks joins from State Street Corp, where he had two stints.

BGL makes several new appointments to investment banking team

He was a member of the Global Healthcare Group at UBS Investment Bank.

Peters leaves Charles Stanley

He will depart next month, starting in a similar role with another, as yet unnamed, wealth manager in October.

PE-backed Accurus promotes four and hires one

Accurus Aerospace Corp, which is backed by Liberty Hall Capital Partners, has made several promotions in its team and a new addition.

Harvest Exchange Names Chief Marketing Officer

Focus On Amplifying Brand, Marketing And Customer Experience

Texas Capital Bank Hires New Fort Worth Chairman and President

Being able to attract talent of Robin and David’s caliber is a testament to the fact that we have an exceptional team in Fort Worth. Bringing them alongside James and Rick gives business leaders in Tarrant County a dream team of advisors.

Grant Thornton admits 47 new partners and principals to the firm

This year’s promoted partners, principals and managing directors have exhibited an extraordinary ability to create value for our clients

K&L Gates makes 7 hires in 2 months with Steven Hill

Hill has almost 20 years of experience with international trade regulation compliance and enforcement, United States export controls and sanctions law, and anti-corruption matters, including the Foreign Corrupt Practices Act.

HSBC names U.S. retail banking head

He will also serve as a member of the HSBC U.S. retail banking and wealth management executive committee, the bank said.

Alternative Asset Manager RueOne Investments Appoints Michael Caro Director of Partnerships

He was a Vice President in the fixed income group, leading sales for hedge funds and mutual funds focused on high yield and distressed credit.

Ropes & Gray Makes Key Addition to Private Investment Funds Practice in New York

With more than 300 lawyers in New York, Ropes & Gray is one of the largest law firms in the city.

Steve Steinberg Named Managing Director of Murphy Asset Management Group

He served as president of MEI Hotels, overseeing a highly successful hotel portfolio as well as the asset management and consulting arm of the company.

Veteran fund manager Bill Miller leaves Legg Mason after 35 years

Terms of the transaction were not disclosed.

Wells Fargo Advisors names president and head of the wirehouse

He’s been the head of WFA’s private client group, the brokerage’s largest business channel with 11,000 advisors.

Abbot Downing names deputy CIO

He has 20 years of experience working as a senior portfolio manager and investment strategist for Wells Fargo Private Bank.

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