Managers of Wealth Americas

Boston Private Opens New Wealth Management Office and Announces Executive Appointments

Mr. Raimondi joined Boston Private in 2014 via the acquisition of Banyan Partners. Mr. Raimondi was founder and CEO of Banyan.

Cetera Financial Institutions boots team

Senior Executive to Lead Recruitment of Bank and Credit Union-Based Investment Programs in Northern United States

Bel Air Investment Advisors Adds Two Accomplished Bay Area High-Net Worth Financial Advisors to Its San Francisco Office

Supriya Batra and Stephanie Withers Join Bel Air’s Renowned Ultra-High Net Worth Wealth Management Advisory Firm

BTIG Announces Expansion of Futures and Commodities Business

Holly Liss and Philip Ruffat Join BTIG in Chicago

Joseph Antonellis to Retire from State Street Corporation after Almost 25 Years

State Street Corporation announced today that Joseph Antonellis will retire later this summer after almost a quarter century at State Street

LPL Adds Teams From Morgan Stanley, Lincoln; Merrill Grabs Ex-UBS Duo

On Thursday, the independent broker-dealer announced that John W. (“Johnny”) Lang and Michael D. Taylor joined BankPlus of Ridgeland, Mississippi

$3B Team Heads to Deutsche From J.P. Morgan

A mega team has jumped to Deutsche Asset & Wealth Management from J.P Morgan Private Bank

New hedge fund manager signs investor relations chief

Michael Bernstein joined Axar Capital Management as head of investor relations

First Reserve Expands its Base of Asset Managers

First Reserve, the largest global private equity and infrastructure investment firm exclusively focused on energy, today announced it had enhanced its team of asset managers with the addition of 30-year industry veteran Luke O'Keefe to the Firm'

Gravitas Strenghthens Executive Team

Gravitas announced today it is strengthening its executive team by appointing Dante DeWitt as Managing Director, Global Technology, and Andrew Dinsmore as Chief Financial Officer

First Midwest in Ill. Hires Treasury, Private Banking Heads

First Midwest also named Paul Hoefert head of private banking.

Central Pacific in Hawaii Names Ngo Chief Executive

Ngo came to Central Pacific from the venture capital firm Startup Capital Ventures.

First Midwest Bank Names New Head of Private Banking

First Midwest Bank is pleased to announce that Paul W. Hoefert has joined the bank as Senior Vice President and Head of Private Banking

Hedge fund heavyweight has a new job.

He was COO until the end of May at Maverick Capital

D.A. Davidson Expands Wealth Planning Leadership Team

The new hires come as D.A. Davidson continues to expand financial planning capabilities and services offered to clients.

T. Rowe Price to outsource fund accounting, administration to BNY Mellon

T. Rowe Price hired Bank of New York Mellon to provide fund accounting and administration services for all of T. Rowe's $770 billion in assets under management.

JLT Specialty Insurance Services expands Private Equity and Financial Lines Group

The team of industry professionals who join the Private Equity and Financial Lines Group is comprised of professionals with substantial experience in risk management and consulting practices in the financial services industry

Family Office expands leadership team

The decision reflects the depth of opportunities in the state and a commitment to bringing in the right level of talent to lead these strategic markets.

Crant Thornton Grows New York Audit Practice

Grant Thornton’s Metro New York and New England managing partner. “He will play a key role in continuing to expand the capabilities of our Audit practice in the Northeast.”

U.S.-based hedge fund blocks Samsung's management succession

The purchase came as Samsung embarked on the leadership succession from Samsung Electronics Chairman Lee Kun-hee

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