Managers of Wealth Americas

RIA moves: RWA Wealth Partners strengthens leadership as $8B Procyon widens Northeast footprint

The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.

Bernstein Appoints Greg Kadet Managing Director for the Rocky Mountain Region

Kadet brings over 30 years of wealth management experience to his new role of Managing Director of the Rocky Mountain region.

Bernstein Plans for Inorganic Growth with New Leadership Appointments

New positions will support Bernstein’s UHNW expansion in priority US Markets

Utmost Wealth Solutions announces leadership appointments in Asia

The region is an important area of strategic focus for the business and these leadership appointments aim to capitalise further on Asia’s strong market growth.

Family Office Platform LinePoint Adds Rockefeller Executive as COO/CCO

James Chirdo joins LinePoint from Rockefeller Capital Management, where he was the head of wealth management operations.

William Blair Names Global Head of Investment Management

He succeeds Stephanie Braming, who announced her plans for retirement earlier this year.

Merrill Lynch Streamlines Regional Leadership at Private Wealth Unit

Josh Moody and Nathan Marsden will remain in their roles as managing directors of the Southeast and Northeast regions, respectively

Stonepeak Strengthens Wealth Capabilities with Appointment of Cindy Marrs as Senior Advisor

Cindy joins Stonepeak’s deep bench of Senior Advisors and Operating Partners with three decades of wealth leadership experience at Wellington Managemen

Washington Trust Wealth Management expands with additions to Client Services, Wealth Advisory, and Private Clients teams

Washington Trust Wealth Management offers a unique client-focused approach to holistic wealth management including customized financial planning, broad investment management capabilities, and full trust services.

Withers announces international 16 partner promotion round

The new partners are based across Asia, the US and the UK

EFG names new CEO of EFG Asesores (Panama)

With over 27 years of experience in the financial industry, Castillero brings a wealth of knowledge to the position.

Currency.com unveils new US leadership team

Having recently obtained a money transmitter licence in Tennessee, the crypto exchange now holds regulatory authorisations in 31 US states.

Senior MD at boutique bank moves to UBS, decides not to be senior

Given the huge cuts that Credit Suisse staff were subject to generally, it’s a strong sign.

SMBC Americas Hires Nick Stevenson to Lead TMT Corporate and Investment Banking

Nick brings over three decades of experience in CIB to SMBC

Alamgir Hossain joins as Managing Director of Citizens Bank

In recognition of his outstanding contribution in business development, Bank Asia awarded him ‘Service Excellence Award' many times in his career.

Bank of America Merrill Lynch taps Stifel for senior trader

Individual has previously served at Eight Capital, Canaccord Genuity, UBS, and Stifel.

Arch Insurance North America appoints EVP, head of marine

Kaufmann said: “Establishing a US Marine practice at a company with Arch’s growth trajectory and reputation for bringing innovative solutions to its customers is an attractive opportunity."

Lazard hires BofA banker to strengthen financial sponsors division, source says

The investment bank also hired former Citigroup dealmaker Ali Syed to cover sovereign wealth funds and pension funds last year.

Goldman Sachs Group Appoints Global Chairman Of Investment Banking

The recent leadership changes and market conditions have contributed to a strong quarter for Goldman Sachs Group, which saw a significant price surge.

Allfunds appoints Daniel Jesus Alonso as new Head of US

In this role, he led investment product strategy, development, and distribution for international clients.

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