Managers of Wealth Americas

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.

CRubicon Fund Management appoints new chairman

Hedge fund Rubicon Fund Management LLP said it appointed Charles McVeigh, a former Salomon Brothers executive, as chairman.

BofA Merrill Lynch makes four appointments to GTS, EMEA team

Bank of America Merrill Lynch made four appointments in its global transaction services (GTS), EMEA team.

UBS to nominate BlueMountain exec Staley to board

UBS said on Wednesday it would nominate Jes Staley, an executive at New York-based hedge fund BlueMountain Capital Management, to the board of the Swiss bank at its May shareholder meeting.

Allegedly coke-addled, wife-swapping banker resigns

The investment banker whose bitter divorce battle went viral when his estranged wife claimed he pushed her into sex swaps and binged on hardcore drugs

Atlantic Trust expands Boston team with senior hires in wealth strategies and business development

Atlantic Trust, the U.S. private wealth management division of CIBC today announced that Josh Miller and Mark Kane have joined the firm's Boston office as managing director and senior wealth strategist, and senior vice president and business developm

Andrew Crofton joins BNY Mellon's wealth management group

BNY Mellon Corp appointed Andrew Crofton as a senior wealth director in the bank's wealth management unit.

Civitas Capital Group names President and CIO

Civitas Capital Group has appointed David Perel to the newly created position of President and Chief Investment Officer

J.P. Morgan’s Chief Procurement Officer Leaves Bank

Mr. Buccarelli was involved in many aspects of the bank’s interactions with third-party vendors, including everything from contract negotiations to new relationships across a variety of areas.

Capital One Bank recruits Gates to head syndications

Gates brings an extensive background in leading business growth and development initiatives to Capital One Bank, with 20 years of experience in capital markets.

Capital One Bank recruits Gates to head syndications

He reports to Steven Tulip, Head of Capital Markets.

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