Managers of Wealth Americas

$400m Savvy Advisors adds four wealth managers

The new hires are part of a recruiting push that has brought Savvy’s team to 20 people.

Golin promotes Jeff Beringer to chief AI officer

The Golin vet will be in charge of leading the education and implementation of AI in client partnerships and across the agency.

Cetera Announces New Partners at Wilde Wealth Management

Industry veterans Jeffrey Anthony and Jason Fial join Wilde Wealth Management ownership group

LPL Financial Welcomes Auctus Legacy Private Wealth Management

The advisors reported serving approximately $705 million in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch.

America's Most Powerful Banker Prepares His Departure

He is the chairman of the largest US bank and is considered the most influential banker in the States: Jamie Dimon, CEO of J.P. Morgan.

Orion Welcomes Industry Veteran Ron Pruitt to Executive Team

Orion today announced Ron Pruitt as new President of Orion Wealth Management

DriveWealth hires former Morgan Stanley execs

Kyla and Lauren each bring specialized expertise in their respective fields, strengthening DriveWealth’s ability to serve our partners globally and expand our platform at scale to meet their needs.

Head of Stonehage Fleming Corporate Services elected chair of SA Securitisation and Asset Backed Debt Forum

It actively promotes industry knowledge, fosters collaboration with policymakers and regulators, and engages with local and international stakeholders on matters shaping these markets.

Blue Owl Capital Hires Goldman Asset-Management Banker Chris Eby

Blue Owl Capital Inc. hired Goldman Sachs Group Inc.’s co-head of asset-management investment banking, Chris Eby, according to people with knowledge of the matter.

Barings brings back direct lending veteran for North American origination

The private finance team today has more than 80 investment professionals globally

Sequent Group expands with new U.S. division, spearheaded by high profile wealth strategist

Industry veteran Karen Creel recruited as managing director, head of wealth structuring

Broadridge hires Simona Vitali as sales lead for Investor insights and Communication suite

Recruiting a team of sales executives throughout Europe, Simona will play an important role in expanding Broadridge’s Investor insights and Communication Solutions suite.

Grayscale CEO Michael Sonnenshein steps down as firm's bitcoin ETF bleeds assets

Goldman Sachs's Peter Mintzberg will replace Sonnenshein as CEO

JPMorgan to give AI training to all new hires

In his April letter to shareholders, JPMorgan chief Jamie Dimon likened the arrival of AI to the development of the printing press and the steam engine.

Emily Katz-Turner Joins Ducera Partners as a Managing Director

Emily’s knowledge and experience coupled with her proven track record makes her an ideal fit for the Firm.

Sanctuary Wealth Commences Next Stage of Digital Strategy with Appointment of Robert Coppola As Chief Technology Officer

Visionary Fintech Leader Reinforces Sanctuary's Commitment to Positioning Partner Firms at Technology Forefront of Fast-Evolving Industry

CalSTRS appoints chief investment officer

Scott Chan, who's served as deputy chief investment officer since 2018, will take on the role.

Apex Group continues its global operations transformation with key strategic hire

Ken joined Apex Group on 15 April 2024.

Oxford Harriman & Company Merges with CRT Private Wealth Management in Fairfield, New Jersey

Oxford Harriman & Company is a boutique wealth management practice with twenty locations in seven states.

Víctor Matarranz to step down as head of global wealth management at Santander, sources say

The wealth and insurance unit, one of the bank's five divisions, manages assets worth 482 billion euros

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