Managers of Wealth Americas

Kenneth T. Berliner Joins Centerview Partners

Mr. Berliner joins Centerview from Peter J. Solomon Company where he was President and spent 23 years.

Accenture Appoints Leonardo Framil Managing Director for Latin America and Country Managing Director for Brazil

Accenture has appointed Leonardo Framil geographic unit managing director for Latin America and country managing director for Accenture in Brazil, effective Jan. 1.

René Henriksen Joins First Republic

Former UBS Portfolio Manager Joins Expanding Team in Southern California

Fabrizio Gallo is no longer a director at BAML in London

This followed reports last year that he was transferring to New York City. Gallo is still registered with the bank in London on the FCA Register

Morgan Stanley just announced 156 new managing directors

Morgan Stanley last week reported fourth-quarter earnings that beat expectations.

PNC Executive Vice President Neil F. Hall To Retire

Neil was instrumental in PNC's rise from a small regional bank to one of the six largest commercial banks in the United States.

Merrill Lynch Hires Wealth Strategist From Citibank

He then joined Citibank where he worked as a legal and compliance officer in Barcelona, Spain

Halverson Group Expands Leadership Team

He is charged with growing and deepening client relationships and providing leadership on matters affecting the whole firm including strategy, solution design, process efficiency, and thought leadership.

Cornerstone Capital Management Hires Industry Veteran

He will lead the firm’s distribution, marketing, consultant relations and client service practices.

CalPERS chief executive retires

The CalPERS Board will conduct an immediate search for her replacement.

Sprott Names Chairman of Sprott USA and Adds US and International Sales Coverage

Mr. George joined Sprott in 2015 and previously spent 23 years in senior roles at Royce & Associates LLC “Royce” in New York.

Dynasty Hires Former Morgan Advisor, Opens New Office

The new office will be in the Chicago Loop

Former Deutsche Bank Director Joins Blockchain Firm AlphaPoint

Scalf brings to the company considerable experience in designing and managing trading systems, clearing and settlement, and regulatory reporting.

Perspecta Trust Hires Family Office Industry Leader

Perspecta Trust’s President, Scott Baker, states that “We are honored to have such an industry veteran join our ranks

SEC Associate Director In Division Of Investment Management to Leave

She has been a key architect of disclosure policy for mutual funds and other investment companies

RBC Wealth Lands Brokers From BofA Merrill Lynch

The team manages about $280 million in client assets and joins RBC Wealth's Palm Desert office.

Former senior Pentagon official joins Guggenheim

He will focus on technology and security deals.

Recruiting Roundup: Raymond James Grabs $2M Wells Fargo Team

Meanwhile, Merrill Lynch adds a wealth strategist in Miami; Focus Financial draws large RIA in New York

Wealth Management Platform Provider FolioDynamix Appoints Steve Dunlap as President and Chief Operating Officer

He is very active in the financial services industry and serves on several boards.

Point72 Names Jonathan Jones Head of Investment Talent Development

He was previously BlackRock’s Head of Global Campus Recruiting

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