Managers of Wealth Americas

Wells Fargo names head of communications

Wells Fargo’s previous chief comms officer, Amy Bonitatibus, left the bank in March for a position at PayPal.

Capgemini announces leadership appointments

The whole Capgemini team is looking forward to supporting Olivier in his next chapter.

Homrich Berg Opens Tampa Office With Experienced Family Office Advisors and Welcomes Larry Parkin to Lead Florida Market

With 25 years of wealth management experience, Parkin comes to HB after a two-year retirement

Cary Street Partners Adds Seasoned Financial Advisor, Expanding New Jersey Presence

His focus on financial planning and comprehensive investment solutions has allowed him to build a successful business serving high net worth clients and their family needs.

Savvy Advisors Continues Expansion With Additions of Wealth Managers Craig Austad and Eric Passin

Combining deep industry knowledge with Savvy’s innovative technology, new recruits are poised to increase efficiency and deliver enhanced client solutions

CRC Group expands team with three new hires across US

With eight years of experience in the insurance industry, Miller has joined CRC’s Dallas, TX (Tollway) office as a broker specialising in commercial auto and transportation.

Citizens Continues Expansion of Private Wealth Business with Hiring of Florida-Based Advisors

Clients enjoy the breadth of options provided by large financial institutions with the depth of high-touch, personalized client service provided by specialty boutiques.

BMO Names Michele Havens Head of U.S. Wealth Management

In this new position, Havens is responsible for leading the company’s U.S. Wealth Management business including family office, investment management, trust, estate, private and business banking business.

Jonathan Sherman, Nationally Known Litigator and Longtime Boies Schiller Partner, Joins Sterlington

Sherman has previously been named one of the 500 Leading Lawyers in America and 500 Leading Litigators in America by Lawdragon

CW Advisors Names DeSisto Chief Investment Officer

DeSisto joins CWA with broad experience as Chief Investment Officer and portfolio manager of discretionary, quantitative and multi-asset investment portfolios

LPL Board Names Rich Steinmeier CEO

Following CEO Dan Arnold's sudden firing earlier this month, LPL's board has chosen Steinmeier as his permanent replacement, while CFO Matt Audette adds president to his title.

Dave Barton, Mercer Advisors’ Head of M&A, Retires

Dave Barton, vice chairman of M&A at Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors, has retired.

Advisor John Hardin Joins UBS Private Wealth Management in Miami

He joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the Coral Gables office.

William Blair Bolsters Cybersecurity Investment Banking With Senior Hire

The addition of Pratik and Spencer deepens our extensive cybersecurity expertise

Citizens extends private wealth ambitions with $600M advisor team

Led by two experienced advisors, the team brings more than 40 years' combined experience as they enrich the firm's profile in Florida's high-net-worth and UHNW market.

Heliogen Appoints Apurba Das as Chief Technology Officer

Updated CTO role to drive full-scale technology deployments of zero-carbon concentrating solar energy solutions

Former Private Advisor Group CMO to Lead StepStone Private Wealth Marketing

Berta Aldrich will fill the newly created role; StepStone also hired a new head of RIA enterprise relationships.

Prosperity Asset Management Strengthens Team with Key Hires

Insurance-Focused Asset Manager Welcomes Matthew Petre as Head of Business Development and Cassandra Becker as Chief Compliance Officer and Senior Counsel

Financial Advisor James Kosan joins UBS in the Inland Empire

Prior to joining UBS, he worked as a financial advisor with Morgan Stanley since 2012 and prior to that, he spent six years with Merrill Lynch.

Citi hires Davis from Wells Fargo as head of growth equity for North America

In his new role, Davis has been tasked with the effort to help expand Citi's coverage of technology companies

People Moves