Managers of Wealth Americas

Callan Family Office Names Jeffrey Getty Chief Tax Strategist

Getty will oversee research and strategy on complex tax issues for ultra-high-net-worth families, businesses, and private investment firms.

RSM Announces Strategic Leadership Appointments to Accelerate Growth and Innovation

Strategic Appointments Advance Firm’s Leadership Position for the Middle Market

Blackburn joins Liquidnet to head up global multi-asset offering

During his tenure at UBS, Blackburn served as chief operating officer for the sell-side global cash equities business, and most recent headed up the UBS Execution Hub.

RBC Hires Financial Services Banker Antenberg From Barclays

He will join RBC Capital Markets in August as a managing director and vice chairman of the global financial institutions group in New York

Waverton and London & Capital appoints Nick Hammond to lead the Private Wealth and US Private Wealth businesses

Hammond joins from the 1762 division of RBC Brewin Dolphin

Kearny Bank names Persaud retail relationship manager in North Bergen

In her new role, she is overseeing all aspects of the branch’s sales and operations.

Parcion Private Wealth Expands Leadership Team with Appointment of Veteran Executives

National Search Yields New Chief Investment Officer and Chief Operating Officer to Support Growth

Nordwand Capital Deepens Investment Expertise with Appointment of Patrick McGinnis

Firm Enhances Investment Management and Estate Planning Capabilities for Complex Client Needs

Americana Partners Strengthens Houston Presence With Addition of Local Team of Industry Veterans

Former Morgan Stanley Advisors Bring Decades Of Experience And Deep Relationships In The Ultra-High-Net-Worth Space

Blackstone taps former Lazard leader Jennifer Abate to head RIA wealth unit

The alts giant's latest executive hire builds on its continuing strategy to expand into the private wealth space.

John Marshall Bank Hires John Ashkar as SVP, Director of Business Banking to Lead Business Banking Team

Mr. Ashkar will lead the Bank’s business banking team

Tanglewood Total Wealth Management Announces Additional Shareholders

Firm's first female shareholders bring decades of dedicated client service and operational leadership

Americana Partners Strengthens Houston Presence With Addition of Local Team of Industry Veterans

Former Morgan Stanley Advisors Bring Decades Of Experience And Deep Relationships In The Ultra-High-Net-Worth Space

Canadian-born Greg Abel to lead Berkshire Hathaway as Warren Buffett steps down

Veteran leader stuns investors with retirement from trillion dollar company

DiLorenzo named Head of US Casualty for Aon’s Reinsurance Solutions

“As the former leader of our excess liability segment, he successfully oversaw large casualty relationships and delivered exceptional value to clients.”

Citi hires former US trade representative Robert Lighthizer to advise on tariff implications

Lighthizer will not be a full-time employee.

Focus Financial Partners Expands Executive Leadership Team

Both executives are long-serving Focus leaders with deep experience across major parts of Focus’s business.

Billionaire Lukas Walton names new CIO for his family office

Walton has named Noelle Laing as the new chief investment officer for his family office.

Virtuoso announces changes in its senior leadership

Most recently, Bunker served as vice president, global member relations, providing leadership, management

Merrill Lynch Nabs UBS Broker With $1 Billion in NYC

Peter N. Borowsky, who has 37 years of experience, joined Merrill at its Rockefeller Center office in midtown Manhattan

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