Managers of Wealth Americas

OppenheimerFunds Hires Sharon French As Beta Solutions Head

Asset manager OppenheimerFunds Inc has hired Sharon French from Bank of New York Mellon Corp to head of its smart beta business.

Franklin Templeton Appoints U.S. Retail Distribution President

Investment management firm Franklin Resources Inc, which operates as Franklin Templeton Investments, said it appointed Dan O'Lear as president of Franklin Templeton Distributors.

Integrated Asset Management Announces Appointment of David Pappin as Chief Operating Officer of IAM Real Estate Group

Rick Zagrodny, President of the IAM Real Estate Group, said "David is an experienced real estate professional and was most recently Vice President, Investments at Fiera Properties where he was responsible for acquisitions and was a key contributor to

Cit Group Names John Erickson President of Consumer Banking

Erickson, 54, will be based in Pasadena, California, and report to Chief Executive Officer Ellen Alemany, New York-based CIT said Monday in a statement.

Raymond James' Alex. Brown Adds Retired Exec

The 35-year industry veteran will focus on client and advisor r

TIAA Global Asset Management Announces Unified and Expanded DCIO Team

Erin Donnelly to Lead DCIO Business and Expanded Focus on Helping Advisors, Consultants, and Plan Sponsors Build Successful Retirement Plans

JLT Specialty USA Appoints Michael Musial as Senior Vice President

He specializes in transactional risk solutions and helping JLT clients to identify, assess and mitigate risk to provide greater opportunity for growth.

The Boardroom: Federal Reserve Bank of Philadelphia names director

The Federal Reserve Bank of Philadelphia helps formulate and implement monetary policy, supervises banks and bank and savings and loan holding companies, and provides financial services to depository institutions and the federal government.

Bny Mellon to Provide Winterflood Securities With US and Canadian Clearing and Custody

Bny Mellon is able to provide us with a solution tailored to our specific trading requirements that allows us to deliver timely, high quality services to our clients."

Dan Ward Agrees to Join Evercore as Senior Managing Director in the Energy Corporate Advisory Practice in New York

Mr. Ward has a BSc, magna cum laude in Economics, from Villanova University and an MBA from Columbia Business School.

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.

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