Managers of Wealth Americas

B. Riley Expands Investment Banking Group, Announces Sales & Trading Promotions

We are very pleased to promote Andy and Eric to their new roles and welcome Patrick and Chobun to our team.

UBS moves derivatives chief to NY in agency push

He will report to Paul Hamill, UBS's global head of FX, rates and credit execution services. A spokeswoman for the bank confirmed the move.

Aequitas Capital hires Goldman special situations executive

He will also be working closely with Craig Froude, Managing Principal of Aequitas’ Private Equity practice.

Cantor Fitzgerald Wealth Partners Expands National Team with Two New Hires

Cantor Fitzgerald Wealth Partners continues to expand its team with the addition of financial industry veterans

Baird hires financial adviser, branch manager from Wells Fargo, RBC

Baird said it hired a financial adviser and a branch manager from Wells Fargo and RBC Capital Markets, respectively.

Deutsche Bank named Wall Street banker and hedge fund veteran as head of U.S. investment arm

Deutsche Bank, Europe's top investment bank, has struggled to regain standing with U.S. regulators in the wake of the financial crisis even as it adds staff and expands its North American franchise.

BMO Capital Markets names new group head, chief operating officer

BMO Financial Group has announced leadership changes at BMO Capital Markets.

BVA Compass appoints new head of asset management and trust

She brings significant investment, insurance and advisory services leadership experience- Holmes held senior positions at Santander, Citi and Fifth Third Bank

DeVere opens San Francisco office

DeVere said the new office is an “integral part of its ambitious expansion plans for the North American market”.

Wilmington Trust expands M&A team on West Coast

She has more than 20 years of experience in finance. She comes to Wilmington Trust from Deutsche Bank, where she was manager of their M&A and escrow team on the West Coast.

HighTower Partnership Expands In New Jersey

They currently manage $440 million in assets and have extensive experience providing wealth and asset management services to affluent families, individual clients, businesses and nonprofit organizations.

Coldstream Announces New Chief Investment Officer

Coldstream Capital Management, Bellevue, is pleased to announce the promotion of Howard Coleman to the position of Chief Investment Officer.

Northern Trust selects global head of institutional distribution

John Krieg has been appointed global head of institutional distribution at Northern Trust Asset Management, a new role created to lead the development and implementation of investment solutions for clients spanning regions and markets.

AOL media chief stepping down to run VC fund

Exec to run Internet media company's newly established BBG Fund, focused on early-stage investments in women-led firms

Former U.S. House Majority Leader to join investment bank

He will provide strategic counsel to the company's corporate and institutional clients on key issues, Moelis said.

Heartland Financial appoints Head of Private Client Services

He will report to Douglas J. Horstmann, Heartland Executive Vice President and President and CEO of Dubuque Bank and Trust Company.

Common Sense Investment Management appoints president

Common Sense Investment Management, an independent, privately-held investment manager, has appointed Marc Lorin as president.

Bank of America Affiliate U.S. Trust Hires 4 Advisors

The new hires at Bank of America's high-net-worth wealth management unit are spread across six states, says a spokeswoman.

Threshold Group Adds Key Talent to Investment Team

Capitalizing on Threshold's investment team build-out, Ryan Campbell joined the firm as an investment analyst

Raymond James Lands 4 Wells Fargo FiNet Brokers After Cold Call Reconnaissance

Head advisor called employees asking how they liked their jobs

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