Managers of Wealth Americas

Erbey’s Exit Ends Heady Era at Ocwen

Ocwen Financial Corp. will have to move past a punishing regulatory settlement without the driving force of Executive Chairman William C. Erbey.

Wells Fargo Consolidates Research Services Under One Roof

Wells Fargo’s Wealth, Brokerage and Retirement division is consolidating WBR’s investment research, strategy, manager research and publications units into the Wells Fargo Investment Institute (WFII), WBR has announced.

Former Professional Baseball Player Richard Giannotti Joins Fort Lauderdale-Based Global Wealth Management as President of the Firm's Athlete Asset Management Division

South Florida investment advisorsC. Grant Conness and Andrew M. Costa--co-founders and managing directors of Global Wealth Management (GWM) in Fort Lauderdale--today announced the hiring of former professional baseball player Richard Giannotti as preside

Prominent CEO of Capital Health headed to Alberta for new job

The woman leading Capital Health in Nova Scotia for the past eight years is moving west.

Goldman announces new co-head of investment banking

John Waldron, who followed David Solomon from Bear Stearns Cos. to build up Goldman Sachs’s leveraged-finance business, is now joining him atop Wall Street’s leading investment-banking division.

Raymond James recruits $300M Morgan Stanley team

Raymond James has snagged a $300 million team from Morgan Stanley Wealth Management.

Golden State Wealth Management Welcomes Bradley Fallon, Leaving Merrill Lynch

Golden State Wealth Management is pleased to welcome its newest affiliate, Bradley Fallon.

Merrill Lynch Recruits Broker From UBS

Bank of America's Merrill Lynch said Friday it recruited a broker away from UBS Wealth Advisors.

Lori Hardwick Promoted to Group President of Envestnet Advisor Services

Ms. Hardwick will continue to report to Mr. Crager in her new role.

Former SAC manager Orenstein joins SAC alum Sapanski at Scoria

Orenstein oversaw as much as $1 billion at SAC, the $14 billion hedge fund that became Point72 Asset Management after it pleaded guilty to insider trading charges last year.

DFG adds Goldman veterans to leveraged loan investment platform

Goss has over 20 years of investment experience in leveraged finance.

Raymond James Hires Two Advisors from Morgan Stanley

Houck, began his career at Morgan Stanley, where he worked as a wealth advisor and senior vice president before joining Raymond James this year.

Bank of America Names DeMare, Mensah to Lead Global FICC Trading

Bank of America Corp. on Tuesday tapped Bernard Mensah and James DeMare to be the co-heads of global fixed-income, currencies and commodities trading

BNY Mellon Names Vivian Chan Wealth Director for Business Development in Hong Kong

BNY Mellon Wealth Management builds Asia-Pacific sales team as part of its global growth strategy

PIMCO Hires Two More Equity Specialists in Expansion of Global Equities Platform

PIMCO, a leading global investment management firm, has hired Giles Money as Senior Vice President and a Portfolio Manager focused on global growth equity strategies and Lucrecia Tam as Senior Vice President and an equity analyst focused on industrials.

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