Managers of Wealth Americas

Raymond James, Beacon Pointe Add Firms

An Ohio-based trio of advisors managing about $995 million joined Raymond James from Merrill Lynch, while Beacon Pointe Advisors snagged two teams in Boston and Dallas totaling more than $600 million.

Everest promotes executive to lead North America insurance field operations

The Bermuda-based company said he will report to Bill Hazelton, executive vice president of Everest Insurance® and president of North America Insurance.

Broadridge Appoints Ashima Ghei as Chief Financial Officer

Ghei holds an undergraduate degree in Economics from Delhi University and an MBA from Indian Institute of Management Calcutta.

Bank of America gave its big Citi hire its critical credit job

It hasn't hired any new traders. It has given its existing big credit traders some even bigger jobs.

Wall Street pioneer Krawcheck to step down from Ellevest for health

Female focused wealth manager will be led by co-CEOs.

HSBC U.S. Head of International Wealth, Premier and Global Private Banking Racquel Oden Expands Team with New Head of U.S. Ultra High Net Worth

Previously, he was a wealth advisor at A.W. Jones and started his career at JP Morgan Private Bank.

Brown Advisory Hires New Portfolio Manager in Boston

Kathleen brings over 30 years of experience and perspective in working with clients to achieve their goals.

Artemis hires high yield analyst

Papadopoulos joins from Bank of America

First United’s Phil Rodeheaver and Eric Goff receive CAFP designations

Rodeheaver is Vice President and Managing Director of Risk at First United

Rajashree Datta joins BNY as deputy chief risk officer

Ms. Datta will join the company on December 15

Periscope Wealth Partners Announces Strategic Expansion with New Team Members, and Enhanced Brand Presence

The addition of these professionals will ensure a seamless experience for clients while broadening the firm's areas of focus.

J.P. Morgan Asset Management Hires Alternatives Strategist Aaron Mulvihill

Experienced alternatives expert to meet increased demand for alternatives thought leadership

Vanguard to Establish New Advice & Wealth Management Division Led by Industry Veteran Joanna Rotenberg

Joanna Rotenberg most recently served as the president of Personal Investing at Fidelity leading the company’s retirement, brokerage, and wealth management businesses.

Long-Time Carson Exec Aaron Schaben to Depart

At the beginning of next year, Schaben will move to Ron Carson's family office as CEO.

Gresham Promotes Leisa Storbeck to Lead Client Service Team

She has also been instrumental in guiding families through the complexities of inherited wealth.

René E. Faría Joins Insigneo to Strengthen Its Network in New York

This strategic addition is part of the company’s effort to enhance its presence, spearheaded by Insigneo’s New York Market Head.

MUFG Makes Executive Leadership Changes Within its Securities Business

McHugh previously worked as the enterprise head of market risk management for BMO Financial Group

Prudential Financial Board of Directors Elects Andrew Sullivan as Next CEO

Sullivan, who currently serves as executive vice president and head of International Businesses and Global Investment Management, will succeed Charles F. Lowrey.

Cambridge’s BridgePort RIA Hires New Head of Operations

Nikki Bell joins BridgePort Financial Solutions, the RIA launched by Cambridge earlier this year, from Wealthspire.

Pipe strengthens leadership team with four key appointments

Alongside its UK launch, Pipe highlights that the new leadership appointments follow the introduction of its business card

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