Managers of Wealth Americas

Microsoft veteran Bill Veghte appointed SurveyMonkey boss

Mr Veghte said the company would stick to its strategy of seeking to become a broader “insights platform”, with a focus particularly on collecting data about customers’ opinions.

American Community Bank and Trust boosts team

American Community Wealth Management recently appointed Katherine Powell as vice president private client

Heuberger Takes New Top LaSalle Position

Heuberger has more than 18 years of experience in real estate and has worked in asset management

California Bank & Trust Hires Ardy Farokhirad as New Greater Southern California East Region Manager

He will be overseeing eight branches in communities from the Inland Empire to Downtown Los Angeles, 50 employees and $722MM in deposits.

Focus Financial Adds New Partners

Focus Financial Partners LLC, an international partnership of independent, fiduciary wealth management firms, has added the $1 billion firm Relative Value Partners of Northbrook, Ill., to its network

Boston Private Announces New Appointment to Board of Directors

She is a financial expert who has served as the Chief Financial Officer and Chief Risk Officer at The Hartford Financial Services Group.

HSBC currency strategist Robert Lynch resigns - Bloomberg

Before joining the London-based bank in 2005, Lynch worked as senior FX strategist at BNP Paribas for eights years

Bill Murphy joins global equities prime brokerage team at BofA

Bank of America Merrill Lynch said it made three appointments to its global equities prime brokerage division this week.

William Anderson Said to Be Leaving Goldman Sachs for Evercore

One of the most prominent advisers to companies besieged by activist investors is preparing to leave his perch at Goldman Sachs.

Bank names Navarria to head business banking unit

Bank of America Merrill Lynch announced that Jane Navarria has been named business banking market executive for the greater Washington, D.C., market.

Focus Financial Adds $1B RIA in Chicago

Also, Raymond James adds a $390 million independent-employee group in Beaufort, S.C., from Wells Fargo

Tax Attorney Joins Fox Rothschild as Partner

A former Certified Public Accountant (CPA), Benda is a skilled tax attorney who handles tax controversy and income tax planning and compliance matters.

Jefferies hires automotive aftermarket bankers from BB&T - sources

Green and Carey have been named managing directors and global co-heads of Jefferies' automotive aftermarket investment banking

JLT hires Aon Risk Solutions exec

Benvenuto holds a B.A. in Economics from the University of Rhode Island.

PNC Appoints New Director

Wasson has been a director of Verizon Communications Inc. since 2013

Merrill Lynch scoops up more wealth managers from Barclays

After scooping up 20 brokers from Barclays' U.S. wealth and investment management unit, Merrill Lynch hired three new wealth managers from Barclays.

Leadership changes announced in the EY Americas Financial Services Organization

More than 9,000 professionals across member firms with 80-plus offices make up the FSO in the Americas

JPMorgan Hires Energy Banker From Bank of America

He has been named a managing director at JPMorgan

One of Goldman Sachs' most important M&A execs is leaving the bank

He is leaving Goldman Sachs after spending 15 years as an investment banker there

Merrill Lynch nabs three more brokers from Barclays

U.S. investment bank Stifel Financial Corp confirmed it would buy Barclays wealth unit earlier this month.

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