Managers of Wealth Americas

TrueWealth Names Michael Maiorano as Principal

Michael was the perfect addition to TrueWealth's management team

Wells Fargo Lands UBS Broker Team that Managed $463M in Assets

The team will work out of two offices, with Heeren based in downtown Chicago and Percifield and Harber opening a new branch in Chesterton, Indiana, about an hour's drive southeast of the city.

U.S. Bancorp hires John Briggs as consultant

Prior to this, Briggs was a vice president with the American Society of Composers, Authors and Publishers

AMP Capital boosts New York Infrastructure Equity team

AMP Capital has made two appointments to the Infrastructure Equity team based in New York as it continues to build its global infrastructure platform.

Merrill Lynch adds 5 brokers, loses 1 to HighTower

Bank of America's Merrill Lynch said it hired five financial advisers during the first week of December away from UBS AG and Citigroup Inc's Personal Wealth Management where they collectively managed more than half a billion dollars in assets.

Lebenthal Wealth Advisors Adds New Team

Lebenthal Wealth Advisors, the wealth management division of Lebenthal Holdings, LLC, announced today that Annette Hall and Charlene Fisher will be the latest team to join its wealth advisory unit, working at Lebenthal's New York office.

Raymond James Recruits Team With $220M

Raymond James & Associates recruited a veteran father-son advisor team managing $220 million in assets.

Four Convergent veterans depart for Presidio

Decision by advisers, including an executive director of the ultrahigh-net-worth group, comes amid management changes

High profile wealth management executive steps down

High profile wealth management executive is closing another chapter in a long and eventful career, resigning as the chairman of the board of Convergent Wealth Advisors.

Raymond James scores J.P. Morgan team managing $900M

Addition marks first New York team for Raymond James & Associates, the firm's employee broker-dealer

Commonfund names JPMorgan exec as CEO

She will succeed Verne Sedlacek, Commonfund CEO since 2002

RBC Global Asset Management Announces Leadership Succession

RBC's asset management business is among the fastest growing in the world, and the continued development of this successful, leverageable business is central to RBC's global growth plans," said Lewis

Day Pitney Bolsters Trusts & Estates Practice

Day Pitney reported the strategic expansion of its Trusts & Estates Practice through the acquisition of a Boston-based team from Bingham McCutchen. According to a company release, the transaction includes the addition of three partners, Leila Dal Pos

Stifel Investment Banking Expands Its Debt Capital Markets Capabilities With New Hire

He earned an MA degree from the University of Cambridge, UK, and an MBA from the Thunderbird Global School of Management in Glendale, Arizona.

Mizuho Securities USA Announces New Equity Capital Markets Head

He has more than fifteen years of financial service experience, most recently as Co-Head of Capital Markets & Syndicate at Plural Investments, where he oversaw the global capital markets business.

Delaware Trust appoints Director of Business Development

Delaware Trust Company, a provider of corporate trust and agency, special purpose vehicle management and independent director services, today announced the appointment of James P. Lawler as director of business development.

Convergent, rocked by suicide of CEO, announces replacement

Former COO Douglas Wolford officially taking reins of $8.4B RIA

Boston Private Bank names VP, trust services

Boston Private Bank & Trust Co, a unit of Boston Private Financial Holdings Inc, appointed Elizabeth Connelly vice president of trust services.Boston Private Bank & Trust Co, a unit of Boston Private Financial Holdings Inc, appointed Elizabeth Con

Atlantic Trust Adds Wealth Strategist to San Francisco Team

Atlantic Trust, the U.S. private wealth management division of CIBC today announced that Ryan Christine Coulson has joined the firm's San Francisco and Newport Beach offices as senior vice president and wealth strategist.

Veteran Sales and Marketing Professional Joins TCW as MD in Private Client Services

Veteran Sales and Marketing Professional Brings More than 20 Years of Experience Serving RIAs and Family Offices

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