Managers of Wealth Americas

Savvy Wealth Appoints Former Carta Fintech Software Leader as Chief Technology Officer

New technology chief will build out product and engineering teams, drive product innovation within the Savvy Wealth platform

Bogart Wealth Introduces Executive Leader Jeffrey Fuhrman as President

Seasoned industry executive fills leadership role at surging independent RIA firm led by James Bogart

Morgan Stanley's head of US macro credit trading left for a hedge fund too

Qiu may simply have availed himself of the big packages offered by hedge funds.

LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel

They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities.

Joseph Gunnar Appoints Anna Stone as Chief Marketing Officer as It Continues Expanding Its Investment Banking & Wealth Management Divisions

In this role, Ms. Stone will lead the firm's marketing strategy, brand positioning, and corporate access client engagement initiatives.

Ex-Barclays banker finds RBC likes him after sudden UBS exit

He spent seven years at Barclays before his brief sojourn at UBS.

Cooley Strengthens Fund Formation Practice With Addition of Key Tax Hire

Aalok Virmani has joined Cooley’s Chicago office as a tax partner in the firm’s fund formation practice group.

Nuvei hires former Finaro and PwC execs to lead product and risk teams

The leadership expansion follows hot on the heels of Nuvei’s acquisitions of Paywiser’s Japanese subsidiary

Nando Costa Joins JP Morgan Private Bank in Miami

Costa, originally from Brazil, began his career at Morgan Stanley in 2006 before moving to JP Morgan Private Bank, where he worked from 2010 to 2018.

RS&F Announces Promotions of Two Senior Team Members

Myers has over 10 years of leadership experience with responsibility for managing operations and process improvement.

Bank of America Names Mark Kremers President of San Diego

Rick Bregman Retires After 34 Years with the Company

Stephens Private Wealth Management Hires Financial Consultant Curtis Wethington

Mr. Wethington will be based in the Hot Springs, AR office.

AssetBook CEO Marwa Zakharia Steps Down

Zakharia, hired to stabilize the firm, confirmed she has left the performance reporting tech company.

Enact Re appoints Marty Scherzer as CEO

Since Everest, Scherzer has served as a consultant for multiple start-ups across insurance and financial services.

Will Eide joins Rothschild & Co as Managing Director in the Technology Team

Strategic hire strengthens Rothschild & Co’s expertise in the Technology sector in North America

Tocqueville Asset Management expands business with $1.3B AUM acquisition

The 40-year-old independent investment partnership picks up high caliber team.

Bank of America hires former JPMorgan executive to strengthen private bank, memo says

He was most recently the vice chairman of South Atlantic region at JPMorgan Private Bank, where he oversaw the growth of the ultra high net worth and family office business segments across the region.

Greycourt Announces Manager Research Team Promotions and New Additions to the Team

The promotions of Wendy and Owen recognize their professional growth

IDB Bank announces Christian Rocchio as Head of New York Private Banking & Wealth Management.

Rocchio to Lead Strategic Growth and Enterprise Advancement to Accelerate Client Success in Next-Gen Wealth Management Ecosystem

Deutsche names Zurich-based exec as head of LatAm private bank

Arlene Schuchard has been promoted to head of Latin America private bank and wealth management.

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