Managers of Wealth Americas

Jamie Wells named wealth planning director at U.S. Bank's Ascent unit

Ascent is a subsidiary of U.S. Bancorp that provides wealth management services to individuals and families with $75 million or more in net worth.

Wilmington Trust Hires Stephen McPherson as Corporate Trust Business Development Officer for Texas and Southwestern U.S. Region

McPherson will focus on growing Wilmington Trust’s corporate trust business and serving current clients’ needs in U.S. Southwest.

CenterSquare Investment Management Appoints Industry Veteran Scott Crowe to Newly Created Chief Investment Strategist Role

Scott has demonstrated valuable insight and a deep understanding of the real asset offering

New York Fed Announces New Additions to Bank Leadership Roles

The New York Fed also said Helen Mucciolo, another veteran staffer, will become its executive vice president

JPMorgan Promotes Execs to General Counsel and Vice Chairman

Friedman will act as Cutler's deputy for the remainder of the year.

Goldman Vice Chairman John Weinberg to Retire After 32 Years

John S. Weinberg, a top Goldman Sachs Group Inc. dealmaker whose family has helped run the 146-year-old firm for most of its existence, is retiring.

LLBH Private Wealth Management Enhances Team with the Addition of Jeff Byers as an Advisor

As a certified financial planner, Byers brings his extensive relationships, client service and advisory experience to LLBH

RBC names Group Head, Wealth Management and Insurance

He will succeed George Lewis who will remain at RBC

Amundi Smith Breeden Investment Management expands team

He brings 14 years of investment management experience to Amundi Smith Breeden.

Cadence Bank Seeks to Step up Digital Product Development Under New CIO

Additional features for the bank’s mobile apps also are in the works

UBS Hires Brad Miller From Deutsche Bank to Run Equity Syndicate

UBS Group AG hired Brad Miller to be the New York-based global head of equity capital markets syndicate and a managing director at the Swiss Bank.

Deutsche Asset & Wealth hires RBC wealth planner

Boschini led a team of wealth planners and advisers

Guggenheim Hires RBC’s Andrew Schwartz as Global Credit Head

We have significant momentum in our credit business

TD Names New Head of U.S. Consumer Bank

Michael brings to his new role a proven track record of success across the financial services and banking industry

Microsoft veteran Bill Veghte appointed SurveyMonkey boss

Mr Veghte said the company would stick to its strategy of seeking to become a broader “insights platform”, with a focus particularly on collecting data about customers’ opinions.

American Community Bank and Trust boosts team

American Community Wealth Management recently appointed Katherine Powell as vice president private client

Heuberger Takes New Top LaSalle Position

Heuberger has more than 18 years of experience in real estate and has worked in asset management

California Bank & Trust Hires Ardy Farokhirad as New Greater Southern California East Region Manager

He will be overseeing eight branches in communities from the Inland Empire to Downtown Los Angeles, 50 employees and $722MM in deposits.

Focus Financial Adds New Partners

Focus Financial Partners LLC, an international partnership of independent, fiduciary wealth management firms, has added the $1 billion firm Relative Value Partners of Northbrook, Ill., to its network

Boston Private Announces New Appointment to Board of Directors

She is a financial expert who has served as the Chief Financial Officer and Chief Risk Officer at The Hartford Financial Services Group.

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