Managers of Wealth Americas

Merrill Team Cracks for Raymond James’s Gain

One senior partner departs for Raymond James Financial

Wells Fargo FiNet adds brokers from Merrill Lynch

Wells Fargo Advisers Financial Network said a team of four brokers from Merrill Lynch joined its network

Piper Adds Investment Bankers as Stifel Deal Displaces Talent

Piper Jaffray Cos. is building its investment-banking operation by hiring dealmakers from Sterne Agee Group

City National Expands New York Team

New Investment Advisors to Serve Wealth Needs of More Clients

TD Bank Names Robert Zupp to Senior Vice President in Government Banking Product Management

TD Bank, America's Most Convenient Bank, provides customers with a full range of financial products and services at 1,300 convenient locations from Maine to Florida

NY hedge fund veteran joins James Alpha Management

A NY based veteran in alternative investments, has joined James Alpha Management

Wealth Access Hires 7 Veterans to Continue Growth

Now reporting on over $20 billion, representing 350% growth and 14-fold increase in users over the last year

RBC Wealth Management Hires Advisor From Merrill Lynch

RBC Wealth Management,a division of Royal Bank of Canada,said it hired a financial adviser from Merrill Lynch.

Wynnchurch Capital Announces Partner Promotions

Chris and Ian have been leading contributors to these results for over ten years

Hovde Group Expands its Nationwide Investment Banking Group

Jim is an exceptional professional

First National Bank Weath Management congratulates Dave Amen

The Wealth Management team at First National Bank is pleased to congratulate Dave Amen on his new role as a director, Trust Services in Lincoln.

Former federal regulator to provide consulting services to Wolters Kluwer Financial Services

Former Federal Regulator Brings 27 years of Regulatory Leadership Experience and Insight

Aviva Investors Hires Senior Multi-Strategy Investment Specialist

He will further enable us to provide our North American clients and strategic partners with exceptional support.

BNY Mellon Wealth Management hires three for SD office

Prior to BNY Mellon, Mitchell was an alternative investment consultant with the Private Client Group of Altegris Investments

Evercore boosts Private Capital Advisory Group

He was most recently a Principal at Akara Partners

Andrew Flick And James Bonilla Join Arven

Bonilla has more than 14 years of experience as a financial advisor specializing in working with physicians and attorneys.

Webster Nabs Boston Private Bank Exec

"Above and beyond his more than 25 years of experience in the wealth management industry, Chris brings exemplary leadership skills to the table," FitzPatrick said in a statement.

Helmsley Trust's Alts Chief Quits for OCIO Giant

Josh Keshner, Northern Trust Asset Management’s managing director for nonprofits, called Saville a “seasoned multi-asset class investor” and “valuable addition” to the group.

Private Client Reserve Hires Advisor From Allodium Investment

U.S. Bank Wealth Management appointed Bryan Polley as wealth management advisor for the Private Client Reserve of U.S. Bank in Minneapolis

Wilmington Trust Adds Two Senior Wealth Professionals to Boston Office

Julie Barron was hired as senior private banker, and Salma Haikal as senior private client advisor

People Moves