Managers of Wealth Americas

Western Asset Management Company Announces Leadership Transitions

Thomas J. Gahan named President and Chief Executive Officer

Lazard hires Citigroup's Miller in energy investment banking push

Lazard's push to boost its energy dealmaking ranks follows a record-breaking run of mergers and acquisitions in the U.S. energy industry

Aurora Payments Appoints Derek Dean as New Chief Revenue Officer

Dean joins Aurora Payments’ executive leadership team to accelerate the growth of the company’s comprehensive, customizable suite of tech solutions designed specifically for small and medium businesses

EDX Appoints Jamil Nazarali Executive Chair, Tony Acuña-Rohter to Serve as CEO

Jamil’s leadership and vision have been fundamental in establishing EDX as the digital assets trading venue of choice for the world’s leading financial institutions

Intel CEO Gelsinger steps down before completing turnaround plan

Gelsinger has assured both investors and U.S. officials, who are subsidizing Intel's turnaround, that his manufacturing plans remain on track.

Blackstone Announces Key Leadership Appointments and Launches New Areas of Client Coverage

Blackstone veterans Farhad Karim and Chris Sullivan will step into new roles and the firm is pleased to welcome Adam Lane.

$7B RIA Procyon Hires Advisor Recruiter From Baird

His leadership and strategic insight will play an instrumental role in scaling our business

JPMorgan's investment banking chair departs, memo says

"Jennifer has lent her perspective and expertise to companies and executives at the forefront of technological innovation and development," the memo showed.

Rockefeller adds $473m ex-Merrill Lynch team

Rockefeller Global Family Office has snagged its fourth team of the year from Merrill, bringing on Ginger Private Wealth Partners.

Nuveen Private Capital Appoints Head of Nordics Business Development

With his hire, NPC continues robust expansion of its European client coverage across private credit and equity

U.S. Private Markets Giant Expands Zurich Presence

Since 1999, KKR has been managing long-term capital on behalf of a significant number of institutional investors in Switzerland

Franklin Street Properties Corp. Appoints Bruce J. Schanzer to Board of Directors and Enters into Cooperation Agreement with Converium Capital Inc. and Erez Asset Management LLC

Avantax Welcomes Independent Financial Advisor Andrew Erickson

Erickson joined Avantax because of its commitment to tax-focused financial planning, and so he could offer his clients a wider array of investment products and services.

Brown-Forman Announces Change in Board of Directors Chair

Succession Reinforces Long-Term Focus of Company

Kristy Carstensen takes over as leader of U.S. Bank Global Treasury Management

Five-time American Banker Most Influential Women in Payments honoree will also lead bank’s prepaid card business

Financial Advisor Joins UBS Wealth Management in Miami

He joins the UBS Miami Wealth Management market, led by Brad Rosenberg, and will be located in the downtown Miami office.

Financial Advisor Team Joins UBS Private Wealth Management in Miami

The team is led by Financial Advisors Ary Velasco, Michael von Borsig and David Cardenas.

Perigon Wealth Management Names New General Counsel and Cco, Director of Organic Growth

Expansion of Leadership Team Positions National Firm for Sustained Expansion

BofA's private banking arm names new client advisers

At Bank of America Private Bank, they will provide wealth management services

IPC appoints Izzy Dawood as chief financial officer

Dawood most recently served as CFO for CURO Financial Technologies, where he was instrumental in the company’s strategic repositioning.

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