Managers of Wealth Americas

Leading private bank and wealth management company boosts board

She served as President from 2007 to 2015

Mizuho Announces Senior Technology Banking Appointment

Prior to Mizuho, he spent the majority of his career with Citigroup, most recently serving as a Managing Director in Technology Banking.

Opus Bank Announces Further Expansion of Its Merchant Bank

He Joins as Managing Director, Technology Investment Banking

Woodbridge International Welcomes New Partner as Head of Investment Banking

The firm’s expansion over the past two years and growing number of assignments have created the need to add another professional to the firm’s senior management team.

The St. Louis Trust Co. names new president in succession moves

Jennings also has served as chief strategist at the firm and has specialized in estate planning and wealth management, including practicing trust and estate law.

Millbrook Capital promotes Rivera to President

Millbrook Capital Management Inc said Wednesday that it appointed Alan Rivera to President and John Powers to Senior Vice President effective Jan. 1. Rivera previously held the position of General Counsel & Chief Financial Officer at Millbrook Capital

Baird Names new CEO

He is only the eighth person to lead the firm since its founding in 1919, a testament to the strong leadership, consistent values and long-term partnerships that have differentiated Baird for more than 95 years.

Park Sterling names leadership team for Richmond area

Previously, Armstrong, 55, was executive vice president and commercial banking group leader at First Capital Bank.

Michael Weinberger Leaving York Capital Management

York founder James Dinan and chief investment officer Daniel Schwartz will be investing in Mr. Weinberger's new fund

OppenheimerFunds Hires Kirk Reid as Head of Operations

Prior to joining OppenheimerFunds, Reid served as Senior Vice President, Global Institutional Operations

QBE North America Appoints Joseph Davide Senior Vice President, Risk Management

Mr. Davide earned a Bachelor of Science degree in Finance and a Master's in Business Administration in Financial Services

Andersen Tax Promotes Jason Graham to Office MD in Houston

He has lectured on income and estate tax matters at numerous professional meetings and seminars.

Oppenheimer & Co. Inc. Names Chief Marketing Officer

She will be based out of the firm's New York headquarters and will be the newest addition to the Management Committee. She reports into Rob Lowenthal, Senior Managing Director.

AdvisorHub Names New CEO

Mason Braswell And Jed Horowitz Bring In-Depth Reporting Experience To Fast-Growing News Site

Berkshire Partners Announces New Managing Directors

The original team, which came together in the mid-1980s, has expanded significantly as the firm’s capital base and investment scope have grown.

Soros Fund Management Taps Ted Burdick as Chief Investment Officer

Burdick succeeds Scott Bessent, who left Soros to start hedge-fund firm

Fiduciary Trust CEO leaves to start new venture at Merrill Lynch

Wealth management has become a lucrative business in South Florida because of the number of wealthy people who live and vacation here.

Cortland Bancorp Adding Former Bankers to Board

Perciak was an executive at Fifth Third from 1999 to 2004.

Veteran steps down as global wealth head

He will retire on June 30 but no longer serve as a vice chairman and head of global wealth as of Jan. 1.

Marsh hires Waverley Labs cyber exec

Prior to Waverley Labs, he was the general manager of federal programs for CyberPoint International, providing consulting support to multiple US government customers.

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