Managers of Wealth Americas

Carlyle Names Lindsay LoBue as Chief Operating Officer

Chris Finn retires from Carlyle after 28 years of service

Fintech Croesus Appoints Vincent Fraser as President

Mr. Fraser has worked for high-tech companies with operations in North America, Europe, and Asia

SageView Advisory Group Builds Out Leadership Team to Drive Next Stage of Growth Strategy

Aquiline Capital Partners Principal Christina Walsh Named Chief Financial Officer; Seasoned RIA Strategy Leader Steve Gaven Appointed Chief Growth Officer

Wells Fargo Hires A&D Banker From BofA

Lynch was most recently global head of aerospace and defense at Bank of America, the person said.

Nicolet National Bank Hires William Bohn to Lead Wealth Management and Private Client Services

Bohn has over 30 years of executive experience in banking and financial services.

Avantax Welcomes Financial Advisors Heidi and Nicholas Irwin, Longtime Fixtures of the Lockhart, Texas, Community

Married team moves from Edward Jones seeking greater practice management flexibility, the support of Avantax Home Office experts, and an array of solutions for complex cases

Richardson Wealth hires former Gluskin Sheff executive

New appointment will help ensure advisors have critical business intelligence

On the Move: J.P. Morgan Private Bank Welcomes Chris Lee

Lee works with some of the most prestigious individuals and families across Orange County

Arcadian to start US operating subsidiary

Joy will be based out of New York.

Goldman Sachs' popular, kind, French MD makes "hardest" decision to quit

Aquedim, who is French, graduated from École Polytechnique in 2010.

JPMorgan's top high yield trader made a huge loss at a hedge fund.

Presuming that Sawjani did lose $70m, his next move is unclear.

Former head of BlackRock’s $1T US wealth management business joins specialized firm

Frank Porcelli has a new role at a private credit and secondaries investment firm.

Adam & Eva, Inc. Welcomes Kewene-Hite as new CEO

Paul has decades of work experience with entrepreneurs, start-ups, major technology companies, investment capital, consulting, and government initiatives.

Brookfield Asset Management Names Peer Marshall New Chief Financial Officer

Former Goldman Sachs Banker Becomes One of Asset Manager's Highest Ranking Female Executives

Hiscox appoints US chief operating officer

Hellrung earned her Bachelor of Arts degree from the University of Notre Dame and holds an MBA from the University of Pennsylvania Wharton School of Business.

Ramapo Wealth Advisors at Steward Partners Welcomes Alejandro Tirso CFP® CIMA® CRPC® as Partner and Wealth Advisor

His career journey began at UBS and Bank of America Merrill Lynch, where he honed his skills in advising individual clients on their financial goals and investments.

Osaic Welcomes Kings Mill Wealth Advisors

North Carolina and Maryland-based Father and Daughter Overseeing $280 Million Join Osaic.

Brown Brothers Harriman Adds Wealth Management and Multi-Family Office Team in Houston

These key hires expand BBH’s capabilities and expertise in the region and reflect the growth of the business

Citigroup wealth unit taps Weintraub from UBS to lead family office group

Fraser hired Andy Sieg from Bank of America last year to lead the wealth effort.

Raymond James Names Paul Shoukry to Succeed Reilly as CEO

The leadership changes are part of a “multi-year succession planning process,” the company said.

People Moves