Managers of Wealth Americas

Mizuho Securities USA Announces Senior US Equity Research Appointment

Salim Syed Joins as Managing Director, Head of Biotech Research

KKR's Energy Head Lipschultz to Leave, Start Firm With Ostrover

As head of energy and infrastructure investing, Lipschultz oversaw some of KKR’s most profitable deals -- and two of its biggest losses.

Veteran Banker Jeff Cleveland Joins D.A. Davidson

D.A. Davidson & Co., a full-service national investment banking firm, announced today that it has hired Jeff Cleveland to join its growing investment banking team as managing director in its Consumer and Retail sector. Cleveland joins D.A. Davidson&am

KBW Announces Key Addition to Investment Banking Group

He previously was the head of investment banking coverage for banks at Barclays Capital and Lehman Brothers.

Former executive for Raymond James joins D.A. Davidson Board of Directors

Helck was chief executive officer of Raymond James’ largest business unit

High-yield bond manager Sohr leaves AllianceBernstein

Volatility across fixed-income markets and negative returns last year have put pressure on banks and asset managers to cut costs.

Robertson Stephens Expands Investment Management Group, Robertson Stephens Partners LLC

The team will focus on direct investment opportunities in next generation companies.

Fieldpoint Private Welcomes Bessemer Trust Veteran To Advisor Team

Edward Butler Advised on More Than $1 Billion in Client Assets for Ultra-High Net Worth Families

Citigroup Appoints Antonios to Lead U.A.E. in Gulf Expansion

Citigroup has made several appointments in the oil-rich region in the last few years as it seeks to expand its presence.

Macquarie Investment Management Appoints Dominic Janssens as Global Chief Operations Officer

Janssens will join the organization on April 4 and will report to Ben Bruck, the global head of Macquarie Investment Management and the chairman of Delaware Investments.

One of Goldman Sachs most senior executives in Asia is reportedly moving to the US

Goldman’s Southeast Asia chairman Tim Leissner is believed to be moving to Los Angeles with his wife — former model Kimora Lee Simmons

National Association of Estate Planners and Councils boosts board

The U.S. private wealth management division of CIBC has announced that a managing director and senior wealth strategist has been named to the National Association of Estate Planners and Councils (NAEPC) board of directors.

Morgan Stanley Names Schwab's Hassan as Wealth Digital Head

We are delighted to welcome Naureen to the Morgan Stanley team

Boston Private Wealth Announces Strategic Hires

Mr. Dudley also enjoyed a 16-year career as a player in the National Basketball Association (NBA)

Piper Jaffray Elects Sherry Smith to Board of Directors

Smith holds a bachelor’s degree in accounting from St. Cloud State University.

Thompson Hine Adds Two First-Chair Litigation Partners in New York

McCarthy has also represented and defended U.S. and international corporate clients, as well as individual clients, in white collar criminal proceedings

LPL Financial and IHT Wealth Management Welcome Advisor Team of Jeff Kocis, John Kinsella and Richard Rohlfing

Kocis, Kinsella and Rohlfing will be opening IHT’s newest office in Oakbrook, Ill.

Tiedemann Wealth Management boosts investment committee

He currently serves on the Investment Committee for the Board of the West Point Association of Graduates.

Wells Fargo announces senior promotions

This unit works with business owners and their advisors to develop a succession plan, value the business, sell the business or manage closely-held interests held in trust or agency accounts.

Deimos Asset Management Hires Franzen for Pairs-Based Role

He is the fifth portfolio manager to join Deimos since last July

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