Managers of Wealth Americas

Takeover Veteran Paul Taubman Aims High with PJT Partners

The former global head of M&A at Morgan Stanley joined forces with Blackstone Group to create a publicly traded boutique advisory firm.

Grant Thornton expands national Financial Services Advisory practice

Johan Joseph joins as principal to enhance insurance and business consulting capabilities

RBC's Taft on Exit: My Successor Will Face Intense Regulatory Environment

The firm has made multiple acquisitions, with the most recent being City National, a private bank that caters to Hollywood's elite.

Monson elected to Holland & Hart

Drawing on his experience as a certified public accountant, Monson provides high net worth individuals and small, family-owned businesses with the sophisticated advice they need

Sumitomo Mitsui to Double U.S. Debt Team; Adds Ex-RBS Trader

Patrick Beranek starts at SMBC Nikko Securities America Inc. Tuesday and is the first dedicated ABS trader to join a team of about 12 people

Nomura just made a big change to its US investment banking business

Hill will retain his role as head of corporate finance for the Americas.

Private Equity firm Brookwood elects Jayne Rice as new partner

Brookwood Financial Partners, LLC, a nationally-recognized private equity investment firm, is pleased to announce that Jayne M. Rice has been promoted to partner of the firm

Head of RBC Wealth Management-U.S. To Retire

The firm's most recent acquisition included City National, an elite Los Angeles-based bank that caters to Hollywood elites.

Eric Teal joins Charlotte’s Queens Oak Advisors as managing partner

Teal has more than two decades of experience managing collective trust funds

Kayne Anderson Capital Advisors Enhances Middle Market Credit Platform

James K. Hunt Joins the Firm as Managing Partner & CEO of Kayne Anderson Middle Market Credit

Harvest Partners Announces Promotion of Stephen Carlson to Managing Director and Hiring of Uzair Dossani as Managing Director

His promotion reflects the great confidence we have in his abilities and the depth of talent we see in our next generation of Harvest leaders.

Ex-RBS Investment Banking Chief Kamlani Joins MUFG in U.S.

Kamlani’s appointment to the U.S. operation of Japan’s biggest lender comes almost two years after he left RBS’s markets unit

MGM Resorts International Appoints Real Estate and Banking Veterans to Lead MGM Growth Properties

James C. Stewart to Serve as CEO and Andy H. Chien to Serve as CFO of Real Estate Investment

RBC Wealth Management Replaces Wealth Consulting Division Head

The firm currently oversees roughly $273 billion in client assets with advisors in 200 locations across 41 states

TD Wealth Names Marion Schmeelk as Market Wealth Leader for Connecticut

She is a graduate of Fairfield University.

Robertson Stephens Adds Credit Suisse exec for Asia Wealth Push

Prior to joining Robertson Stephens she was a Vice President with Credit Suisse Securities (USA) LLC in San Francisco.

TD Wealth Names David Glickman as Market Wealth Leader for Montgomery, Delaware and Chester Counties in Metro Philadelphia

TD Wealth helps personal investors, institutional and non-profit organizations gather, grow and safeguard their assets

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