Managers of Wealth Americas

Paula Porsch Joins Cetera Advisors

Experienced female financial professional with more than $53 million practice joins Cetera from Nations Financial Group

Nicola Wealth Welcomes Three Senior Advisors from Gluskin Sheff

They bring years of experience as wealth advisors working with HNW and UHNW private clients

Emily Guadagnoli Named Head of Marketing for Fiduciary Trust International

Media & Corporate Communications Veteran will Partner with Key Stakeholders Across Organization to Shape & Deliver Overall Business Strategy

Wells Fargo EVP joins Fintech Sandbox board

As a board member, Grewal will provide important perspectives, leveraging her experience as an executive and technological leader of a top financial institution to Fintech Sandbox

Homrich Berg Taps Ex-J.P. Morgan Private Banker for Director Role

Lauren Vick Burthey started her role as a director for Homrich Berg’s family office division in June.

Scotiabank appoints RBC executive to head global wealth management unit

Allard joins from Royal Bank of Canada, Canada's biggest bank, where she led the mortgage, unsecured lending and automotive businesses in addition to the bank's Caribbean banking and U.S. cross-border banking business.

Citizens Names Head of Citizens Private Bank

She will report directly to Brendan Coughlin, Vice Chairman and Head of Consumer Banking.

Former Credit Suisse LatAm private banker joins JPM Miami biz

Adolfo Acebras Alva has joined JPM's unit covering Mexico, with its market head aiming to recruit up to a dozen advisors for her team this year.

Barclays appoints Head of Investment Banking for Mexico

He joins Barclays from Bank of America, where he was Head of Mexico Investment Banking from 2017.

Barclays announces Spyros Svoronos as Global Co-Head of Industrials in Investment Banking

Mr. Svoronos joins as Global Co-Head of Industrials alongside John Lange; appointment strengthens Barclays’ global team in this important sector.

Morgan Stanley hires Kagan from Citi for structured M&A

A number of Wall Street banks have investment banking teams that work on so-called structured deals, which include corporate restructuring transactions such as corporate carveouts and spin-outs.

Goldman Sachs CEO David Solomon brings ally Thomas Montag on board of directors

Montag left Goldman Sachs to join Merrill Lynch in 2008, which was then taken over by Bank of America during the throes of the financial crisis.

Broadridge appoints President, Canada

Broadridge has been an important provider of technology and services to the Canadian financial services industry for over 30 years.

Paul Black II, Leslie Hammond, Kelly Maxwell and Alan Patterson join Coastal States Bank's Commercial Banking Team in Atlanta

Kelly Maxwell brings 30 years of experience to her position as Senior Vice President, Commercial Banker and will provide lending, deposit and treasury management solutions to business customers in the Atlanta area.

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