Managers of Wealth Americas

Saurabh Joshi Joins CSG as President of Payments

He will be instrumental in driving our growth as we enter a new era in Payments.

Principal names Deanna Strable next president and CEO

Dan Houston to remain executive chair of the Board

29-year-old crypto hedge fund manager is hiring veterans

Crypto trades 24 hours a day, seven days a week, and Fadeev has a historic reputation for working all day and all night.

Goldman Sachs & JPMorgan are on a hiring spree for experienced junior bankers

JPMorgan's junior banker recruitment is even more enthusiastic.

Cetera CEO Adam Antoniades to Step Down By Year-End

Mike Durbin, CEO of Cetera Holdings, will assume Antoniades’ role, the company confirmed.

Zoetis Appoints Jamie Brannan to Newly Created Chief Commercial Officer Role

New Commercial Organizational Structure to Accelerate Long-Term Growth Strategy in Key Markets and Optimize Global Commercial Operations

CRC Group welcomes four new professionals

These new appointments mark a strategic expansion effort aimed at enhancing CRC Group’s ability to assist retail agency clients nationwide

Experienced technology and digital transformation leader joins Grant Thornton as CIO

Prior to his new role with Grant Thornton, Kempe spent 12 years at KPMG LLP

Keystone Private Wealth Expands Advisory Team With the Addition of Industry Expert Joe Sanchez

Bringing a wealth of experience and a planning-based approach, Sanchez will strengthen Keystone’s mission of delivering tailored financial strategies.

NewEdge Wealth Welcomes Experienced Wealth Manager Christopher Ayer

Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office

Orendorf named Chief Underwriting Officer at Chard Re

Orendorf also spent close to eight years at Transatlantic Reinsurance

William Blair Expands Equity Capital Markets Team

Ilya will lead the expansion of our equity-linked financing capabilities

Bison Hires BNY Mellon Wealth Management Principal

Bison Wealth has expanded its New York presence with the addition of James McTiernan

Broadridge appoints VP, AI trading solutions

Fellah will be based in New York City, NY

Citi hires top dealmaker from Perella to bolster healthcare M&A ranks

In his new role, Stute will also work closely with Torrey Browder, head of healthcare M&A at Citi.

Glenmede Investment Management Appoints President

Eldridge joined Glenmede in 2020

Wilmington Trust hires head of wealth management

Along with her new duties, Roberts will be joining the Enterprise Leadership Team (ELT) at M&T Bank, which determines the general course of the bank's operations.

Manulife Cuts 2.5% of Staff in Wealth and Asset Management Unit

The Toronto Star reported earlier that the firm is eliminating 225 jobs.

Franklin Templeton names new Global COO for Wealth Management

He will collaborate with the company's distribution leaders worldwide to enhance the distribution strategy and support advisor education for alternative investments in the private wealth sector.

Chubb Enhances Leadership for Latin America Operations

Effective immediately, both Mario and Diego will report to Paul McNamee, Executive Vice President, Chubb Group and President, Chubb Overseas General.

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