Managers of Wealth Americas

Financial Harvest Wealth Advisors Expands with Two Key New Hires

Financial Harvest's dynamic growth is evidenced by individual accomplishments as well as team expansion.

CRC Group strengthens executive team

This team is tasked with enhancing support functions across CRC Group’s various business segments.

BofA Names Michael Garand as Worcester President

Garand has more than three decades of experience in financial services

Resolute Investment Managers Appoints Chief Executive Officer

Mr. Stumm brings more than 20 years of industry experience to the position, including 12 years with Resolute and American Beacon Advisors

Northern Trust Asset Management Names Head of Global ETFs and Funds

David Abner, Pioneer of the ETF Industry, to Oversee NTAM ETFs and Mutual Funds

Northern Trust Strengthens Foundation & Institutional Advisors Practice in the Southeast

He provided thought leadership, education and insights on their investment and retirement assets.

Sequoia Financial Group Hires Wealth Management Veteran Chris Thom as Chief Strategy and Partnerships Officer

He will also lead brand strategy for the firm and oversee Sequoia's marketing efforts.

Cahaba Wealth Management promotes Williams to senior financial advisor

Williams graduated from the University of Alabama

AllocateRite Welcomes Jon Beyman to Advisory Board, Ramping Commercialization for AI-Driven Wealth Management Platform

Jon Beyman's addition as an advisor underscores AllocateRite's commitment to excellence and innovation

Wealthspire Advisors adds former BofA portfolio manager to growing team

Industry veteran joins the firm in the New York, South Florida markets.

Raymond James announces new head of financial planning

Michelle Connolly brings over two decades of experience in the wealth, insurance, estate, and trust planning industry

Evertas Names Nick Selby Head of European Underwriting

The Evertas underwriting process gives us a significant competitive advantage in the fast-growing crypto insurance industry

Cetera Appoints Jerry Patterson Head of Advanced Wealth Solutions

Former Fidelity Investments Life Insurance Company executive to lead retirement, life insurance and annuity offerings at Cetera

Lauren Connelly Joins Vestor Capital as Wealth Management Advisor

Enhances Firm's Focus on Empowering Individuals, Families, and Businesses to Achieve Financial Success

UBS Wealth Management International Adds Déa Caldas in New York

Originally from Brazil, Caldas worked at Citibank and Banco Santander in Rio de Janeiro.

Roz Smith Named Chief Operating Officer of Broadridge International

In her role, Smith will focus on scaling and streamlining the Broadridge International business to drive transformational levels of operating efficiency and productivity.

Hiscox announces new US CEO

She began her career in actuarial roles before moving into leadership positions at The Hartford Insurance Company; ACE; Explorer Insurance; and Chubb.

Canaccord Genuity Group Inc., Announces Proposed Changes to Board of Directors

Current Director Jo-Anne O’Connor will not seek re-election.

Barclays Appoints Alexander Altmann as Global Head of Equities Tactical Strategies

Mr Altmann will join the bank in June and will be based in New York, reporting to Ronnie Wexler, Global Head of Equities Distribution.

Gallagher Re promotes April Engelman to COO of North American region

Engelman joined Gallagher Re in 2021

People Moves