Managers of Wealth Americas

Citi Bolsters Healthcare Banking Team

The New York-based investment bank has appointed two co-heads of North American healthcare investment banking.

Merrill Lynch Hires Paul Morris in New York City from Deutsch Bank

He was most recently an advisor at Deutsch Bank’s private bank.

LLBH Private Wealth Management Names Jeff Fuhrman President

When I joined LLBH three years ago, I was excited by the boundless potential for the firm.

Wells Fargo Taps New Head of Advisor Group

David Kowach replaces Mary Mack, who is now in charge of the company's retail banking business

Angel Capital Association Elects New Board Directors

She is an Entrepreneur in Residence at First Flight Venture Center one of the nation's largest high science incubators.

Hirtle Callaghan Names Ranji Nagaswami Chief Executive Officer

Announcement made by Jonathan J. Hirtle, co-founder and Executive Chairman of Hirtle Callaghan

KPMG names new top leader in Charlotte

In Charlotte, KPMG employs 450 people and has offices in uptown’s Duke Energy Center.

1st Global Announces New Senior Leadership in Wealth Platforms and Marketing

The AVP of wealth platforms will play a key leadership role, providing oversight, technical guidance and coaching to 1st Global’s Investment Management Research Group.

LLBH Private Wealth Management Names Jeff Fuhrman President

He will retain responsibility for the human capital, financial management, operations, technology and marketing efforts of the firm while also focusing on LLBH’s growth initiatives.

TA Realty Appoints Sean Ruhmann Partner and Portfolio Manager

Mr. Ruhmann was previously an Associate at Banc of America Securities in the Real Estate and Lodging Investment Banking Group

Schwartz Simon Edelstein & Celso Adds Attorney to Handle Private-Client Compliance

He also keeps clients up to date on the latest developments in employment law, such as wage and hour matters and best practices regarding hiring and firing.

Raymond James Adds Two Senior Petroleum Engineers To Investment Banking Group

Most recently she was an executive with M&A advisory firm Lantana Energy Advisors, a division of SunTrust Robinson Humphrey.

Agecroft Partners Appoints Rothschild to Executive Role

He also served more than four years as president of a large alternative investment company that also offered liquid alternative funds.

JMP Group expands Equity Capital Markets Division

His expertise and perspective will be hugely valuable to JMP’s corporate clients as they develop their financing strategies and seek access to institutional investors in an increasingly complex market environment.

PURE Insurance Continues to Grow Its Team of Exceptionally Talented Individuals

The High Net Worth Insurer Welcomes Several Distinguished Insurance Professionals to its Management Team

Cetera Financial Group Names LeAnn Rummel President of Cetera Financial Institutions

Newly-Named President to Focus on Growth Initiatives and Expansion of Wealth Management Capabilities for Bank-Owned RIAs and Trust Departments of Financial Institutions

BNP Paribas Secures Mick Wiedrick as Head of ABS Syndicate from JPMorgan

In his newly created role at BNP Paribas, he will head the ABS syndicate, with an emphasis on building out its client list in a number of sectors, including auto, equipment and fleet lease ABS.

Senior Credit Suisse analyst switches to regional U.S. investment bank

It ranks 14th among investment banks in year-to-date net revenue in the U.S., with $221m so far this year, according to Dealogic.

Gemspring adds new MD to team

Gemspring Capital has named Thomas Zanios as a managing director. Previously, Zanios worked at Odyssey Investment Partners where he was a principal.

Experienced real estate partner joins Withers Bergman

Rebecca's practice focuses on estate planning, trust and estate administration and charitable giving.

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