Managers of Wealth Americas

Alan Flanagan joins U.S. Bank as head of Global Investment Services

Flanagan spent nearly two decades at BNY

Raymond James Names New Chief of Indie Channel

RJFS Interim President and Division Director David Sisemore will take over Bell's divisional leadership role through Sept. 30

Citi adds BlackRock vet to asset manager partnerships team

Mark Shpizner has joined Citi Wealth's asset manager relationships group.

Republic Bank Announces Executive Promotions to Propel Innovation

New Chief Digital Officer and Chief Transformation Officer to lead AI strategy, modernization, and enterprise‑wide transformation.

David Sabo Joins CV Advisors as Chief Technology Officer

Seasoned fintech entrepreneur to lead AI integration and next-generation platform development for the firm's ultra-high-net-worth clients

Northern Trust Appoints Alyssa Quinlan as Head of Advisor Relationships & Strategic Partnerships

Former Auction House CEO Will Expand the Firm’s Advisory Capabilities for Fine Art and Collectibles

Nour Private Wealth Appoints Scott MacKenzie to join its Independent Advisory Board to accelerate growth, innovation, and institutional resilience

This strategic initiative underscores NPW's deliberate approach to building a leadership infrastructure that reflects the discipline, perspective, and long-term vision expected by the most discerning families and institutional partners in Canada and

Fortress Investment Group Appoints Elizabeth Burton as Chief Strategist

New role will enhance provision of investment strategy perspectives for Limited Partners, and provide strategic advice to Fortress’s investment personnel

F2 Strategy Reappoints Ryan Beach as Chief Executive Officer

Move reflects strong performance under Beach’s vision and strategy as he returns to lead firm’s next phase of growth across wealth and asset management

Bank of America's big Morgan Stanley rates trader slipped away after three short years

It was also the year that BofA made an exception to this rule and recruited Driss Haj Khlifa from Morgan Stanley for its Paris rates desk.

SEC Enforcement Chief Steps Down

Judge Margaret Ryan’s departure comes a month after she decried rumors that the SEC’s enforcement arm was falling short amid cuts.

Fortress Investment Group Appoints Elizabeth Burton as Chief Strategist

New role will enhance provision of investment strategy perspectives for Limited Partners, and provide strategic advice to Fortress’s investment personnel

Erin Miller, Promoted to Director of Fiduciary Services at Fulton Private Bank

Before joining Fulton, she worked as a Fiduciary Advisor for Wilmington Trust and, prior to that role, as an attorney in trust and estate planning.

Fortis Management Group Appoints Genine Iffla as Director of Family Education & Governance

Iffla brings more than a decade of experience designing and delivering family education and governance programs for families, financial institutions, and multi-generational wealth creators.

Chubb Names Seshadri Iyer to Lead Global Operations, Technology and Digital Transformation

Julie Dillman to Retire After Nearly a Decade at Chubb

Markel names Kristen Dardia as Head of Portfolio Analytics, US & Bermuda

Dardia has nearly two decades of experience across actuarial science, analytics, and business strategy.

Sidley Adds Noted Tax Partner Greg Featherman in New York

Mr. Featherman advises clients on the U.S. tax aspects of complex domestic and cross-border transactions.

DLA Piper adds Brendan Oviedo to its Energy and Infrastructure practices in Peru

With more than two decades of experience, Oviedo is a highly regarded practitioner in energy, infrastructure, climate change, and project development matters

Evolve Private Wealth Names Zico Parmar as Chief Operating Officer

Parmar joins Evolve at a pivotal moment of transition for the firm.

FNZ strengthens executive leadership team with key appointments

His leadership will support FNZ’s next phase of expansion across the United States and Canada, driving the new business pipeline, strengthening client partnerships and delivery execution, while contributing to FNZ’s continued global growth.

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