Managers of Wealth Americas

Willis Towers Watson appoints Mike Liss to lead Corporate Risk and Broking in North America

He will retain these responsibilities until a successor is named.

Quadrant Private Wealth Welcomes New Director of Business Development

He has broad experience in the financial services sector, most recently working in the Investment Banking division of Leerink Partners in New York.

Cox, Castle & Nicholson Announces 2017 Partners

Each of them contributes a wealth of knowledge and substantive experience in a variety of real estate arenas

Northern Trust Announces Leadership Changes

The depth and breadth of our management team allow us to draw successfully on experience from throughout the organization.

Trudeau Hires BCG Adviser to Bring Foreign Investment to Canada

He’s a graduate of Oxford University and the University of Bonn.

Century Wealth Management Announces Greg Davis as New Partner

He is an active member of several professional organizations.

Richard Davis, longtime CEO of US Bank, to retire

He was applauded for steering it through the crisis mostly unscathed, and running the Minneapolis-based bank efficiently and with little drama.

Investment banking head leaves firm to found private equity outfit

The Harvard University graduate and former McKinsey & Co. consultant’s predictions of a revival are informed by direct industry experience.

Ramius CEO Michael Singer Departs to Pursue New Career Opportunities

Prior to joining Cowen, Mr. Fraenkel was President of Fairholme Capital Management and Chief Research Officer since 2011.

Canaccord Genuity Expands Healthcare Investment Banking Capabilities and Nashville Presence

Most recently, Duncan was a Managing Director with MedCare Investment Funds

Schechter Wealth Expands Investment Team with Advisor Natalie Allie

Ms. Allie is a graduate of the University of Michigan and holds Series 6, 7, 63, and Life Insurance.

Century Wealth Management Announces Greg Davis as New Partner

Greg Davis is a graduate of Christian Brothers University where he earned his undergraduate degree in Business Administration and majored in Finance.

D.A. Davidson Names Steve Condon President of Asset Management and Trust

He has also served as director of Wealth Management for J.C. Bradford & Company

Grant Thornton adds former FASB member Daryl Buck to lead Accounting Advisory Services practice

He received a bachelor’s degree in accounting from Southeastern Oklahoma State University.

Seeman Holtz Private Client Group Welcomes New Team Member

Joining the team at Seeman Holtz Private Client Group at the forefront of its expansion, Alex can continue his success.

Wealth Advisor Hank Holland Joins First Republic

Holland earned a Bachelor of Science degree in Civil Engineering from Southern Methodist University and a Master’s degree in Agriculture from Colorado State University.

New York Life Selects New CIO

He will continue to fill that role in addition to assuming CIO responsibilities.

McNally Capital Welcomes Frank McGrew as Managing Partner

McNally Capital will continue growing its direct investing business

Crestone Capital Appoints New Chief Financial Officer

He will also provide direction and oversight for accounting, finance, IT, compliance and security operations.

Wilmington Trust Adds Robert Bridges as Senior Investment Advisor to New York Office

Bridges will provide wealth management and investment advice to clients in the New York Metro region

People Moves