Managers of Wealth Americas

LPL Names Arnold to CEO Slot

LPL Financial says CFO Dan Arnold is replacing outgoing President Robert Moore

Rick Terry Named Private Wealth Director for Heartland Financial USA, Inc.

Terry brings extensive knowledge and more than 30 years experience in the areas of strategic planning

Swiss Private bank trims executive ranks of Americas wealth management unit

Two members of the firms's Wealth Management Americas' executive committee have stepped down

UBS trims executive ranks of Americas wealth management unit

Two members of UBS AG's Wealth Management Americas' executive committee have stepped down

Award winning Huntington Bank hires new President for Asset Services Inc.

Young is replacing Joe Rezabek who left the position to lead a privately held firm also based in Columbus, Ohio

JPMorgan Execs Said Deposed in SEC Asset-Management Probe

JPMorgan Chase & Co. executives have been deposed and thousands of pages of internal documents subpoenaed as part of a U.S. investigation into the bank’s asset-management unit, according to people familiar with the situation.

MetLife Premier Client Group Names Managing Partner of Tri-State Partners

Barry is a graduate of Excelsior College in Albany, New York

SSgA Taps Former Fidelity Exec as New President, CEO

Powers, who has lead State Street Global Advisors (SSgA) for more than seven years, will work with O’Hanley over the next several months to ensure a smooth transition.

IberiaBank names market president

“We are excited to announce Greg in his new role through this planned transition in the Northeast Louisiana region,” said Karl E. Hoefer, Louisiana regional president.

Duff & Phelps Promotes Eight Managing Directors

David Scott is based in Dallas and is part of the Portfolio Valuation practice

SS&C Appoints Samuel D. Eckelmann Vice President, Strategic Development for Institutional Customers

SS&C Technologies Holdings, Inc. , a global provider of financial services software and software-enabled services, today announced it has appointed Samuel D. Eckelmann as Vice President

Investcorp Hedge Funds Group Adds Managing Director to its Business Development Team

Ms. Cahill will be responsible for business development of hedge fund solutions focusing on North American institutions.

Itaú BBA hires Phillips to head Mexico debt capital markets

The appointment of Phillips comes as Itaú BBA seeks to boost its presence in Latin America debt capital markets and especially in Mexico, where equity and bond offerings are outpacing those in the lender's home turf.

Mesirow Advanced Strategies Names Kulpins Co-CIO

Kulpins will continue to manage the teams responsible for hedge fund research and portfolio management, while Vogt will continue to focus on macro level analysis, strategy allocation, and portfolio research.

JPMorgan Names Horner Treasurer, Chief Investment Officer

JPMorgan Chase & Co., the biggest U.S. bank, named John Horner treasurer and chief investment officer, succeeding Craig Delany, who announced his retirement last month.

TCF Financial Names Chief Information Officer

Tom’s appointment as CIO is the culmination of an extensive national search, conducted with participation from the Technology committee

Ex-Wedbush private client head joins Index Fund Advisors

Long said in an interview he left Wedbush to join Irvine, California-based Index Fund Advisors because of the rapid growth

PCR Lands Veteran Sales And Financial Services Executive

With 30 plus years of financial services experience, Brinker has held senior positions at firms

Schechter Wealth Appoints New Wealth Advisor; Expands Firm to West Palm Beach Area

Mr. Walsh will split his time between the firm's Birmingham headquarters and serving his clients in the Palm Beach area

HBE Wealth Management boosts team

His local experience, partnered with his passion for our investment philosophy and commitment to putting clients first

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