Managers of Wealth Americas

Americana Partners Strengthens Houston Presence With Addition of Local Team of Industry Veterans

Former Morgan Stanley Advisors Bring Decades Of Experience And Deep Relationships In The Ultra-High-Net-Worth Space

Canadian-born Greg Abel to lead Berkshire Hathaway as Warren Buffett steps down

Veteran leader stuns investors with retirement from trillion dollar company

DiLorenzo named Head of US Casualty for Aon’s Reinsurance Solutions

“As the former leader of our excess liability segment, he successfully oversaw large casualty relationships and delivered exceptional value to clients.”

Citi hires former US trade representative Robert Lighthizer to advise on tariff implications

Lighthizer will not be a full-time employee.

Focus Financial Partners Expands Executive Leadership Team

Both executives are long-serving Focus leaders with deep experience across major parts of Focus’s business.

Billionaire Lukas Walton names new CIO for his family office

Walton has named Noelle Laing as the new chief investment officer for his family office.

Virtuoso announces changes in its senior leadership

Most recently, Bunker served as vice president, global member relations, providing leadership, management

Merrill Lynch Nabs UBS Broker With $1 Billion in NYC

Peter N. Borowsky, who has 37 years of experience, joined Merrill at its Rockefeller Center office in midtown Manhattan

DTCC names Talia Klein its Head of Wealth Management Services

She will report to Brian Steele, Managing Director, President, Clearing & Securities Services at DTCC.

Novavax Appoints Charles Newton to Board of Directors

Mr. Newton currently serves as Chief Financial Officer of Lyell Immunopharma

Mosaic promotes Paul Duggan to lead North American claims

Mr Duggan was one of 14 environmental specialists Mosaic hired last year

Bank of America makes two appointments to payments solutions team

Carmalt joins from DBS Bank, where he spent eight years, most recently as managing director and head of cash and trade product in Hong Kong.

State Street Appoints John F. Woods to Chief Financial Officer

His deep CFO experience along with proven ability in setting and executing enterprise strategy, balance sheet management, focus on building and developing high performing teams

Regions Bank appoints chief people officer

Prior to joining Regions, Santone served as senior EVP of HR for AT&T.

Advisor moves: BofA bags $5B Citi advisor as Raymond James announces Janney hire

Nunag most recently worked at Citi Private Bank and began her private banking career at JPMorgan Private Bank.

Apollo Announces Changes to its Board of Directors

Gary Cohn to join the Board as Lead Independent Director

Teneo Appoints Tripp Fried as a Managing Director

Before joining Teneo, Tripp held leadership positions in the E&I practices of both AlixPartners and Booz & Company

Northern Trust Names Douglas Gee to Lead Global Sales for Asset Servicing

Gee has more than 25 years of business development experience

J.P. Morgan Asset Management Hires Geng Ngarmboonanant to Multi-Asset Solutions Business

Geng joins J.P. Morgan from the U.S. Department of the Treasury

SFA Partners Announces the Recent Additions of Three Wealth Management Teams, $200 Million in Assets Through Strategic Blueprint

SFA Partners is committed to empowering the independence and entrepreneurship of veteran advisors

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