Managers of Wealth Americas

UBS Hires Jack Heiss as Market Director in the Tampa, Florida Region

He will begin his role at the conclusion of his notice period.

Envestnet, Inc. Appoints Sue Quackenbush as Chief People Officer

Previously, in CHRO roles at Vonage and Presidio, Sue launched high-impact inclusion initiatives, scalable advancement frameworks and leadership accelerators.

Broadridge appoints global head of custom policy

The appointment underscores Broadridge’s new investments in innovating in the Institutional Governance space

Merchant Hires Ex-Ficomm, United Capital Exec to New RIA Engagement Role

The minority RIA investor taps Candice Carlton to launch a new division focused on peer collaboration and growth strategies among Merchant’s over 100 portfolio firms.

OneDigital Hires M&A Leader from Competitor Alera Group

Christian Mango will join the $143B insurance and wealth aggregator OneDigital to drive its M&A work after spearheading a similar effort at national insurer and advisory Alera Group.

Apex appoints John Amberg to executive role

Mr Amberg commented: "I am excited to join Apex Group to advance its compliance mission around the world."

Safra welcomes former Insigneo trader to Aventura team

Ricardo Brik has joined Safra as a director in Aventura, bringing over 15 years of experience to a $3bn advisory team focused on Southern Cone markets.

RIA moves: RWA Wealth Partners strengthens leadership as $8B Procyon widens Northeast footprint

The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.

Bernstein Appoints Greg Kadet Managing Director for the Rocky Mountain Region

Kadet brings over 30 years of wealth management experience to his new role of Managing Director of the Rocky Mountain region.

Bernstein Plans for Inorganic Growth with New Leadership Appointments

New positions will support Bernstein’s UHNW expansion in priority US Markets

Utmost Wealth Solutions announces leadership appointments in Asia

The region is an important area of strategic focus for the business and these leadership appointments aim to capitalise further on Asia’s strong market growth.

Family Office Platform LinePoint Adds Rockefeller Executive as COO/CCO

James Chirdo joins LinePoint from Rockefeller Capital Management, where he was the head of wealth management operations.

William Blair Names Global Head of Investment Management

He succeeds Stephanie Braming, who announced her plans for retirement earlier this year.

Merrill Lynch Streamlines Regional Leadership at Private Wealth Unit

Josh Moody and Nathan Marsden will remain in their roles as managing directors of the Southeast and Northeast regions, respectively

Stonepeak Strengthens Wealth Capabilities with Appointment of Cindy Marrs as Senior Advisor

Cindy joins Stonepeak’s deep bench of Senior Advisors and Operating Partners with three decades of wealth leadership experience at Wellington Managemen

Washington Trust Wealth Management expands with additions to Client Services, Wealth Advisory, and Private Clients teams

Washington Trust Wealth Management offers a unique client-focused approach to holistic wealth management including customized financial planning, broad investment management capabilities, and full trust services.

Withers announces international 16 partner promotion round

The new partners are based across Asia, the US and the UK

EFG names new CEO of EFG Asesores (Panama)

With over 27 years of experience in the financial industry, Castillero brings a wealth of knowledge to the position.

Currency.com unveils new US leadership team

Having recently obtained a money transmitter licence in Tennessee, the crypto exchange now holds regulatory authorisations in 31 US states.

Senior MD at boutique bank moves to UBS, decides not to be senior

Given the huge cuts that Credit Suisse staff were subject to generally, it’s a strong sign.

People Moves