Managers of Wealth Americas

A JPMorgan technology MD left for Citadel's most profitable team

Citadel has hired Ioana Nistoreanu as a software engineer working in commodities.

Citi hires banking head from JPMorgan amid reshuffle at both lenders

JPMorgan named Doug Petno and Filippo Gori as co-heads of global banking, reorganizing the business as it announced Raghavan's departure

Lawrence Newhook tabbed as director of new tokenised fund

Mr Newhook, who has a 30-year-plus track record investing globally across all asset classes, will serve as a director of both Arcanum Emerging Technologies Fund I and Fund II

Dentons welcomes corporate partner in Ottawa

Matthew has strong relationships in the technology and financial services sectors.

Dentons expands corporate and commercial lending capabilities with addition of partner Ira Cooper in Calgary

Dentons Canada’s National Banking and Finance group has earned an outstanding reputation as a leader at the forefront of the banking and finance industry.

Utmost Wealth Solutions Appoints Head of Wealth Protection for Spain and Latin America

Diego brings over 25 years of experience in financial advisory services

Markel Group appoints Mike Heaton as COO

He will continue to report to Tom Gayner, Chief Executive Officer and be based in the firm’s global headquarters in Glen Allen, Virginia.

Ron Lockton returns as Lockton CEO succeeding Peter Clune

Mr. Lockton was previously CEO from 2017-2020 and served as Executive Chairman during Mr. Clune’s CEO tenure

J.P. Morgan Private Bank Welcomes James Donovan

Most recently, Donovan joins the firm from Citibank.

Viswas Raghavan is joining Citi from JPMorgan instead of Anu Aiyengar

His arrival comes as Citi is in the midst of making 20,000 job cuts.

Citigroup’s Hedge-Fund Sales Boss Davis to Leave During Overhaul

The New York-based firm aims to cut 5,000 jobs before the end of the first quarter

Erik Karanik Named Head of WIM Independent Solutions

In this newly created position, Erik will be responsible for accelerating growth across WIM’s independent business.

Stratos recruits $700m former Osaic affiliate

Pettinelli Financial Partners, led by Dennis and Jon Pettinelli, has joined Stratos Wealth Partners.

BBH appoints six general partners

Their appointments support the recent growth of the firm, natural leadership succession and ongoing new product innovation and rollout.

Wells Fargo Names New Growth Head for Independent Businesses

In a newly created position, Erik Karanik will oversee growth across Wells Farg

Canada's BMO looks to firm up private wealth unit with new executive appointments

Craig Meeds, who joins from Toronto-Dominion, will serve as the head of wealth advice in Canada

Snowden Lane Partners Adds $208 Million Advisor Team to New York Headquarters

A Veteran Mother-Son Duo, Ornella and Brian Solomon Will Form the Lewis-Solomon Group

Kingsview Partners Welcomes Wealth Managers Shannon Avery and Kolby J. Madsen

Former Edward Jones Advisors Join Kingsview Partners in Greensboro, NC

Goldman’s O’Connor Joins ETF Provider Global X as CEO

Global X is currently the 13th largest ETF issuer in the US by asset size, with about $43 billion across its suite of thematic funds.

Stonebridge Financial Group’s New RIA Lands Its First Advisor

Stonebridge Director and COO Cody Gehman said the firm was “thrilled” Seiden was its first advisor for the 1099 platform

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