Managers of Wealth Americas

Tony Dalton Joins R.J. O'Brien as Head of FX Division

Dalton is widely considered one of the pioneers of foreign exchange prime brokerage

Noyes Continues to Expand Its Wealth Management Team

Wealth Advisor Stuart Pearl Joins the Firm

Wells Fargo Promotes Exec to Lead Three Business Lines

Wells Fargo has expanded the leadership of Perry Pelos, head of commercial banking, to include corporate banking and treasury management.

American National appoints Plexus Capital CFO to board

Ronda will be a true asset to our board of directors

360 Wealth Management boosts team

360 Wealth Management was formed by Brandon Day, Chad Atkins, and Sean Kernan in 2012 to combine the expertise of the 3 partners in supporting other advisors.

$160M Advisor Returns to RBC

An advisor, who generated $1.6 million in production while at J.P. Morgan has left to rejoin RBC after six years

Merrill Lynch nabs $1.3 billion UBS team

The carousel of wirehouse advisers continues to spin

Another Billion-Dollar Advisor Leaves Merrill – Business or Personal?

Merrill Lynch discharged an advisor who once oversaw $5 billion in client assets, the latest big producer to exit the wirehouse under a cloud.

Northern Trust Elects Thomas E. Richards to Board of Directors

His wealth of technology sector experience and business acumen will contribute greatly to Northern Trust’s continued focus on growth and delivering shareholder value.

Bonwick bolsters M&A and Corporate Finance Capabilities

Founding Partner at Nas’s QueensBridge Venture Fund Brings Tech Expertise, New Talent to Firm Appointment Marks the Reunion of Former Goldman Sachs Bankers

Johnson Bank hires financial advisers away from Associated Bank

Associated is largest bank with headquarters in Wisconsin and Johnson Bank is second

Odgers Berndtson appoints financial services partner

His search practice focuses on recruiting senior-level asset and wealth management executives

Athena Capital Advisors Announces Senior Executive Promotions

Lynch has been with Athena since 2004. A Managing Partner, Lynch is also the Deputy Chief Investment Officer at Athena, a role he will continue to occupy.

BGL Expands Investment Banking Team

Andrew rejoins BGL after participating in the firm's summer 2014 internship program.

Bank of the West appoints head of Family Office

He is to Lead Family Office and Strategic Planning Services for Ultra High Net Worth Clients

Private Client Reserve Hires Advisor In Kansas City

The Private Client Reserve of U.S. Bank in Kansas City, Mo., has named Andy Fent as a wealth management advisor.

Daniel Wani leaves Wells Fargo to join U.S. Bank Wealth Management

U.S. Bank Wealth Management said it appointed Daniel Wani managing director of trust and wealth planning for the Private Client Reserve of U.S. Bank.

Funding Circle Hires Barclays, AmEx Executives to Oversee Risks

To help it expand the online market for small-business loans, Funding Circle is enlisting executives from established financial-services firms.

Saba Partners said to Exit Weinstein’s Fund

The exits add to a series of departures from Saba

Convergent Adds Two Advisors In Washington D.C.

Convergent Wealth Advisors announced the addition of two managing directors to its Washington D.C. office.

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