Managers of Wealth Americas

RS&F Announces Promotions of Two Senior Team Members

Myers has over 10 years of leadership experience with responsibility for managing operations and process improvement.

Bank of America Names Mark Kremers President of San Diego

Rick Bregman Retires After 34 Years with the Company

Stephens Private Wealth Management Hires Financial Consultant Curtis Wethington

Mr. Wethington will be based in the Hot Springs, AR office.

AssetBook CEO Marwa Zakharia Steps Down

Zakharia, hired to stabilize the firm, confirmed she has left the performance reporting tech company.

Enact Re appoints Marty Scherzer as CEO

Since Everest, Scherzer has served as a consultant for multiple start-ups across insurance and financial services.

Will Eide joins Rothschild & Co as Managing Director in the Technology Team

Strategic hire strengthens Rothschild & Co’s expertise in the Technology sector in North America

Tocqueville Asset Management expands business with $1.3B AUM acquisition

The 40-year-old independent investment partnership picks up high caliber team.

Bank of America hires former JPMorgan executive to strengthen private bank, memo says

He was most recently the vice chairman of South Atlantic region at JPMorgan Private Bank, where he oversaw the growth of the ultra high net worth and family office business segments across the region.

Greycourt Announces Manager Research Team Promotions and New Additions to the Team

The promotions of Wendy and Owen recognize their professional growth

IDB Bank announces Christian Rocchio as Head of New York Private Banking & Wealth Management.

Rocchio to Lead Strategic Growth and Enterprise Advancement to Accelerate Client Success in Next-Gen Wealth Management Ecosystem

Deutsche names Zurich-based exec as head of LatAm private bank

Arlene Schuchard has been promoted to head of Latin America private bank and wealth management.

BankUnited names executive vice president for business banking in Florida and Texas markets

She also held leadership roles at Fifth Third Bank, overseeing business banking across multiple states, including Florida, Georgia, Kentucky, North Carolina and Tennessee.

Ed Ho joins Park Cities Asset Management as Head of Business Development and Investor Relations

Ed has established strong relationships with a broad array of investors

Wilmington Trust Names Dave DiLuigi Head of U.S. Markets

DiLuigi will also be joining the Wilmington Trust Senior Leadership Team

Gresham Partners Promotes Irene Zhang to Investment Director

Over the past two years, Zhang has demonstrated strong leadership by sourcing and leading several investments in the firm’s private portfolio.

Katten Adds Top Tax Strategist to Private Wealth Practice in Dallas

Prior to that, he offered similar services at a preeminent professional service network and afterwards was at a Denver law firm as tax counsel in the corporate and estate planning practice.

Erin Lassel Joins First American Bank as Associate General Counsel

Bank’s First Florida Attorney to Support Strategic Expansion in South Florida

Wealth.com Bolsters Legal Team With Addition of Kathy Wunderli as Head of Private Wealth

Wunderli will develop wealth.com's estate planning, tax analysis and wealth transfer solutions for ultra-high-net worth families, hand in hand with strategic partners

Veris Wealth Partners Elevates Chief Advisory Officer, Completes Planned CIO Succession

Jane Swan promoted; Roraj Pradhananga serves as chief investment officer

Standard Chartered appoints Mandy DeFilippo as CEO, US and Americas

Mandy will assume her new role effective March 24, 2025, subject to relevant approvals.

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