Managers of Wealth Americas

$200M UBS Team Joins RBC

A UBS advisor team managing about $200 million in client assets left the wirehouse to join RBC Wealth Management.

Morgan Stanley Appoints 151 New Managing Directors

Morgan Stanley is a leading global financial services firm

Liquidnet names global head of product

Natasha is Global Head of Product and a member of the leadership team at Liquidnet.

Dynasty hires ex-Merrill manager to guide firms' growth

The aging financial adviser force is driving more younger advisers to acquire the businesses of the older one before they retire, and Dynasty wants in on the action.

Sentinel Trust Announces Promotions and New Hire

Sentinel Trust Company, a multi-client family office serving affluent families and their closely held companies and foundations, is pleased to announce two executive promotions and a new hire.

Alberta Investment Management Corporation appointments new CIO

Mr. MacMaster holds a Bachelor of Commerce degree from Concordia University

U.S. Bank names regional investment director at Private Client Reserve

U.S. Bank, the wealth management division of U.S. Bancorp, named Dan Farley regional investment director for its Private Client Reserve.

Raymond James Unit Hires Advisor From Morgan Stanley

Raymond James Financial Inc has hired Morgan Stanley financial adviser Luigi Mazza

Incapital Names John DesPrez Bond Broker’s Next CEO

Incapital LLC hired John DesPrez III, the former chief executive officer of John Hancock Financial Services Inc., to be the brokerage company’s next CEO as it seeks ways to further expand

SEC's top asset management regulator to leave agency

He has served at the SEC for five years

Edelman Hires CFO as COO

Ric Edelman, founder of Edelman Financial, has started the process of installing a successor.

Washington REIT Announces Appointment new Chief Financial Officer

Washington REIT a leading owner of commercial and multifamily properties in the Washington, DC area, today announced the appointment of Stephen E. Riffee as Executive Vice President and Chief Financial Officer-elect, effective on February 17, 2015.

Boston Private Announces New Appointment to Board of Directors

“The Company has been extremely fortunate to be able to add strong talent and leadership to our Board over the past year,” said Clayton G. Deutsch, CEO and President of the Company. “

Dynasty Financial Partners expands team with senior hires

He is an industry veteran, proven leader, advisor advocate and is adept in growing businesses. He will have a significant impact in assisting our Network Partner firms accelerate growth and increase profitability,” said Mr. Bello.

Dynasty picks up ex-Merrill complex director

Paul Landaiche will help advisers in Dynasty's network make acquisitions

Stonegate Global expands team in New York

Ellisen will serve as Senior Fund Counsel

U.S. Trust adds top talent as part of N.J. expansion

Louis Cuomo is a Vice President and Private Client Advisor with U.S. Trust in Glen Rock, NJ

Legacy Family Office boosts team

In her free time, Ruth enjoys boating and organizing brunches on the beach

Ocwen Appoints Two New Independent Directors

Names Phyllis R. Caldwell and DeForest Blake Soaries, Jr. to Its Board

Citi Private Bank names Prostor head of North America sponsor finance

Citi Private Bank has named Steve Prostor head of the newly created role of sponsor finance, North America

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