Managers of Wealth Americas

Waverton hires Lazard man for US business

We have looked after US clients for a number of years and are regularly approached by US based advisers, whose clients want to invest in global and European equity mandates.

Wells Fargo Names A New Head of Corporate Supplier Diversity

She will also work closely across the Wells Fargo enterprise to expand the company’s use of first- and second-tier diverse suppliers.

Raymond James Recruits $1 Million Team from Merrill Lynch

Dedrick and Franklin combined have more than 35 years of investment experience and came to Raymond James from Merrill Lynch

The Pagnato-Karp Group boosts Family Office Solutions team

The Pagnato-Karp Group specializes in meeting the unique needs of the nation's ultra-affluent individuals and their families, while overseeing more than $2 billion in client assets.

Brown Advisory appointments new director

The directors of the Company wish to announce the appointment of Pierce B. Dunn as a director of the Company with effect from 26 February 2014.

Private bank Names Chief Operating Officer

A private bank and wealth management company, today announced that Senior Executive Vice President Mike Selfridge has been promoted to Chief Operating Officer.

Cowen's Investment Banking Group Announces Technology Veteran as Strategic Advisor

Cowen Group, Inc. today announced the appointment of technology veteran, Joseph Bronson, as Strategic Advisor to Cowen and Company's investment banking division

AllianceBernstein appoints Head of Strategy and Development for Its Fund of Funds Group

He will be based in Los Angeles and report to Marc Gamsin, Head of AllianceBernstein's Alternative Investment Management Group.

A JPMorgan Co-Head of Debt Capital Markets to Take a New Role

One of JPMorgan Chase’s heads of debt capital markets, Andrew O’Brien, will take on a broader new role overseeing lending activity across the investment bank

Glenmede Appoints Director of Business Development

Glenmede, a privately-held and independent investment and wealth management firm, today announces that Christopher F. Poch joins as Director of Business Development and member of the Management Committee.

Ackles, Geffner Relected To Top HFA Posts

Mitch Ackles and Ron Geffner have been re-elected president and vice president, respectively, of the Hedge Fund Association.

Merrill Executive Loses Regional Sales Post in Western U.S.

Chandler Root, Merrill Lynch's market executive for the U.S. southwest region, is being transferred to a new post in an apparent demotion

State Street Names Vice Chairman

Previously, he led international for State Street’s Global Services and Global Markets businesses.

Ramond James Adds Two Board Members

Two new members have been added to the Raymond James Financial Inc. Board of Directors, Raymond James announced Monday.

The Colony Group Names Six New Principals

With the addition of these six individuals, the company's senior leadership team now includes 28 Principals, highlighting its commitment to growing the firm.

PNC Bank names 2 to executive posts

PNC Bank has named John Banitt senior vice president and senior investment adviser of wealth management in Palm Beach County.

Hedge Fund Tax Specialist Hires Two

The former joins from Bank of New York Mellon Alternative Investment Services; the latter is treasurer for the Chattanooga Tax Practitioners.

First Republic Private Wealth Management expands Boston team

Highly Respected Investment Team From Morgan Stanley Joins Boston Office

BNY Mellon Wealth Management Adds 6 Senior Sales Directors

BNY Mellon Wealth Management is ramping up its business development efforts in New York, Chicago, San Francisco and Philadelphia.

Independent wealth management firm appoints new CEO

He will oversee all wealth management activities, provide leadership and strategic vision as the firm continues to enhance its product and service offerings and add talented wealth management advisory teams.

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