Managers of Wealth Americas

BNY Mellon Wealth Management ramps up in the West

The duo reports to David Emmes, president of U.S. Markets-West.

Raymond James picks up $280 million adviser in Chicago

Alan Lazzara brought in $1.7 million in annual fees and commissions while a partner at William Blair

NFA CEO Daniel Roth to retire

NFA President and CEO Daniel Roth has announced his plan to retire in the coming year.

Aqueduct Capital Names Head of Investments

His new role at Aqueduct will be working in collaboration with partners Tom Roupe, Frank Edwards and Steve Lessing.

Instinet Names President of its U.S. Brokerage division

He joined Instinet in 2012 when the Nomura Group repositioned certain Equities businesses into Instinet Incorporated’s platform.

Management Shakeup at The Carlyle Group

He will be succeeded by Kewsong Lee, who also will maintain his role as deputy chief investment officer for global private equity.

Union Bank bulks up private wealth management team

All three hires joined as private wealth advisers.

BNY Mellon names Robert Kricena wealth management's regional president

The firm also said Shannon Kennedy will additionally lead its southwest offices.

BlackRock Taps CPPIB's Wiseman As Global Active Equity Head

Wiseman joins BlackRock from CPPIB, where he has served as president & CEO since 2012.

Former Morgan Stanley Exec Joins Rubicon Fund Management in Senior Role

Morgan Stanley's winnowed FX unit has led to a number of appointments elsewhere with Anna Sands joining Rubicon Fund Management.

Baker Tilly Names Gary Peric State and Local Tax Leader

He has been a managing partner and led SALT practices for large, international accounting and advisory firms.

CPPIB Wiseman Goes to BlackRock, Machin Becomes CEO of CPPIB

Wiseman will also assist BlackRock Alternative Investors.

Baum joins Janney as wealth management EVP

Baum had been executive vice president at BPU Investment Management Inc. and previously was a senior vice president at Smith Barney Inc.

Union Bank Adds Trio to Private Wealth Management Team

Their advisory activity will include providing clients with tailored solutions focused on their goals and working closely with them to implement agreed strategies.

RBC hires U.S. co-heads of consumer and retail banking

Andrew van der Vord comes from Credit Suisse, where he was global vice chairman of consumer investment banking.

5 More Bankers Leave Credit Suisse

Departures have accumulated over the last several weeks.

PwC names Rob Mesirow principal

Mesirow, who would join PwC's technology, information, communications.

Jim Copeland Appointed to Chief Operating Officer, Grant Thornton LLP

Jim has also held numerous leadership positions with the firm, including: National Managing Partner, Advisory Services and National Manufacturing Leader.

Alvarez & Marsal Hires Two Transformation Services Experts To Serve Wealth Management Sector

Until recently, the business model on which financial institutions have built out wealth management organizations has largely gone unchallenged.

Itau Economist Goldfajn Named Brazil’s Central Bank Chief

They’re giving them the right legal and political conditions to do their job.

People Moves