Managers of Wealth Americas

Citizens Expands Private Wealth Business with Addition of $700M Advisor Team in North Jersey

The team brings more than 75 years of combined experience in serving the complex wealth management needs of high-net-worth and ultra-high-net-worth individuals

UBS Advisor David Schachter receives Managing Director – Wealth Management title

With over 32 years of experience working in financial services, David has spent the last 21 years of his career at UBS.

Citi Global Wealth vet exits firm after interim CIO stint

Steven Wieting has departed Citi Global Wealth after 28 years at the firm, including a period as interim CIO following the departure of David Bailin in 2024.

Nomura Capital Management Hires Ashu Pal as Head of Portfolio Management

In this role, Pal will focus on optimizing NCM's existing investment strategies across private credit markets

NewEdge Wealth Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders

Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across Southeast footprint

Stifel Adds Two Teams From Merrill Who Managed Nearly $3 Billion

Three Ex-Merrill Private Wealth Management Advisors Join Stifel’s Broker-Dealer Subsidiary In Dallas

Savvy Wealth Hires Former Pathstone General Counsel as First Head of Legal & Compliance

The newest member of Savvy Wealth’s leadership team will build and scale the firm’s legal and compliance program

Citi Wealth Names Head Of Art Advisory

Citi Wealth has named one of its existing art advisors, Betsy Bickar, as head of art advisory, with immediate effect.

InvestCloud Taps New COO of APL to Help with its Private Markets Push

Josh Mayer, the former COO at Envestnet, is charged with overseeing the growth and expansion of APL, InvestCloud's $3T managed accounts platform.

Inland Appoints Industry Veteran Michael Beringer as Chief Financial Officer

He will report to Tony Chereso, President and Chief Executive Officer of Inland, and formerly Inland’s CFO.

J.P. Morgan Private Bank Adds Francisco Baixauli as Banker in Miami

He joins from Bernstein Private Wealth Management, where he worked for five years

Opal Wealth Advisors Appoints Kayla Kennelly as Chief Growth Officer

Former Goldman Sachs VP Set to Lead Independent RIA's Strategic Growth Initiatives

KKR Appoints General David Petraeus as Chairman of the Middle East and Establishes Dedicated Investment Team in the Region

Expansion builds on 16-year local presence and several investments in the region

People Moves

Citizens Expands Private Wealth Business with Addition of $700M Advisor Team in North Jersey

UBS Advisor David Schachter receives Managing Director – Wealth Management title

Citi Global Wealth vet exits firm after interim CIO stint

Nomura Capital Management Hires Ashu Pal as Head of Portfolio Management

NewEdge Wealth Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders

Stifel Adds Two Teams From Merrill Who Managed Nearly $3 Billion

Savvy Wealth Hires Former Pathstone General Counsel as First Head of Legal & Compliance

Citi Wealth Names Head Of Art Advisory

InvestCloud Taps New COO of APL to Help with its Private Markets Push

Inland Appoints Industry Veteran Michael Beringer as Chief Financial Officer

J.P. Morgan Private Bank Adds Francisco Baixauli as Banker in Miami

Opal Wealth Advisors Appoints Kayla Kennelly as Chief Growth Officer

KKR Appoints General David Petraeus as Chairman of the Middle East and Establishes Dedicated Investment Team in the Region

AXA IM appoints US equity portfolio manager

PNC Bank appoints BlackRock veteran Mark Wiedman as president

Northern Trust Names John Massey Senior Managing Director of Foundation & Institutional Advisors – East Region

Silvercrest Asset Management Group Appoints J. Allen Gray to Board of Directors

Raymond Gatcliffe Appointed Country Officer And Chief Executive Officer For Citibank Canada

Ascot appoints Marc Amen to lead role

Andrew Woeber joins Barclays as the Global Head of M&A