Managers of Wealth Americas

First National Bank Weath Management congratulates Dave Amen

The Wealth Management team at First National Bank is pleased to congratulate Dave Amen on his new role as a director, Trust Services in Lincoln.

Former federal regulator to provide consulting services to Wolters Kluwer Financial Services

Former Federal Regulator Brings 27 years of Regulatory Leadership Experience and Insight

Aviva Investors Hires Senior Multi-Strategy Investment Specialist

He will further enable us to provide our North American clients and strategic partners with exceptional support.

BNY Mellon Wealth Management hires three for SD office

Prior to BNY Mellon, Mitchell was an alternative investment consultant with the Private Client Group of Altegris Investments

Evercore boosts Private Capital Advisory Group

He was most recently a Principal at Akara Partners

Andrew Flick And James Bonilla Join Arven

Bonilla has more than 14 years of experience as a financial advisor specializing in working with physicians and attorneys.

Webster Nabs Boston Private Bank Exec

"Above and beyond his more than 25 years of experience in the wealth management industry, Chris brings exemplary leadership skills to the table," FitzPatrick said in a statement.

Helmsley Trust's Alts Chief Quits for OCIO Giant

Josh Keshner, Northern Trust Asset Management’s managing director for nonprofits, called Saville a “seasoned multi-asset class investor” and “valuable addition” to the group.

Private Client Reserve Hires Advisor From Allodium Investment

U.S. Bank Wealth Management appointed Bryan Polley as wealth management advisor for the Private Client Reserve of U.S. Bank in Minneapolis

Wilmington Trust Adds Two Senior Wealth Professionals to Boston Office

Julie Barron was hired as senior private banker, and Salma Haikal as senior private client advisor

Northern Trust Multi-Manager Solutions Adds Endowment & Foundation Specialist

Prior to Helmsley, Saville managed the alternative assets portfolio at Pfizer

Boston Private Opens New Wealth Management Office and Announces Executive Appointments

Mr. Raimondi joined Boston Private in 2014 via the acquisition of Banyan Partners. Mr. Raimondi was founder and CEO of Banyan.

Cetera Financial Institutions boots team

Senior Executive to Lead Recruitment of Bank and Credit Union-Based Investment Programs in Northern United States

Bel Air Investment Advisors Adds Two Accomplished Bay Area High-Net Worth Financial Advisors to Its San Francisco Office

Supriya Batra and Stephanie Withers Join Bel Air’s Renowned Ultra-High Net Worth Wealth Management Advisory Firm

BTIG Announces Expansion of Futures and Commodities Business

Holly Liss and Philip Ruffat Join BTIG in Chicago

Joseph Antonellis to Retire from State Street Corporation after Almost 25 Years

State Street Corporation announced today that Joseph Antonellis will retire later this summer after almost a quarter century at State Street

LPL Adds Teams From Morgan Stanley, Lincoln; Merrill Grabs Ex-UBS Duo

On Thursday, the independent broker-dealer announced that John W. (“Johnny”) Lang and Michael D. Taylor joined BankPlus of Ridgeland, Mississippi

$3B Team Heads to Deutsche From J.P. Morgan

A mega team has jumped to Deutsche Asset & Wealth Management from J.P Morgan Private Bank

New hedge fund manager signs investor relations chief

Michael Bernstein joined Axar Capital Management as head of investor relations

First Reserve Expands its Base of Asset Managers

First Reserve, the largest global private equity and infrastructure investment firm exclusively focused on energy, today announced it had enhanced its team of asset managers with the addition of 30-year industry veteran Luke O'Keefe to the Firm'

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