Managers of Wealth Americas

Savvy Adds Financial Advisors Drew Martino and Daniel Moore to Continue Recruiting Push in 2024

Following completion of Savvy Wealth’s $26.5 million funding round, Savvy Advisors continues to onboard experienced, tech-forward advisors

Robertson Stephens Adds Industry Veteran Mike Barnes as Head of Operations

Ellevest veteran brings additional depth to the management team, with expertise in building scalable platforms to enable growth and capacity

Digital family office hires heads of wealth management, advisory operations

Strategic hires made as firm achieves significant AUM milestone.

J. Stern & Co. strengthens client team with trio of senior hires

J. Stern & Co. manages numerous high-performing strategies, with a long-term horizon and a focus on quality.

BrookBridge Private Wealth Joins LPL Private Wealth Management

The team reported having served approximately $700 million in advisory, brokerage and retirement plan assets* and joins LPL from Bank of America Private Bank.

Northern Trust Announces Leadership Changes

These changes represent our One Northern Trust strategy designed to optimize growth

Robert Forsyth Joins Lazard Asset Management as Global Head of ETFs

Lazard has been a leading provider of active strategies for decades

Kushal Kshirsagar Joins Chicago Atlantic From BlackRock

Kshirsagar held various roles in BlackRock's Multi-Asset Strategies, U.S. Wealth Advisory, and iShares divisions

Orange Bank & Trust Company Grows Private Banking Team

Blackman comes to Orange Bank & Trust Company with more than 20 years of experience in Private Banking.

Madryn Asset Management Appoints Dr. Rochelle Walensky as a Senior Advisor

During her time at the CDC, she restructured the agency and led the nation – and the world – through unprecedented times, navigating the darkest days of the COVID-19 pandemic.

Luis Bermúdez Appointed as the New CEO of Banco Santander International

In 2010, he moved to Brazil, where he spent a year before arriving in Miami, according to his LinkedIn profile.

Bank of America hires JPMorgan's Tim Carpenter to co-lead software investment banking

Carpenter, who has been with JPMorgan since 2015 after moving from Deutsche Bank AG, will be joining Bank of America this December.

BMS Re names Anthony Mirabal as CEO of LatAm & Caribbean division

Mirabal will report to Nick Gillett, CEO of BMS International, and remain based in Miami.

CAIS focuses on simplified advisor experience with new tech hire

Former Morgan Stanley, Google exec becomes firm's chief technology officer.

Baird Adds Darrell Reynard to Fairfax Private Wealth Management Office

Baird is excited to continue to grow our presence in the region and to add a talented professional that shares our deep commitment to the Virginia community.

Former Citi and U.S. Bank Executive Rajinder Singh Joins Pagaya as Chief Risk Officer

With 25+ years of experience in global banking and financial services, Raj brings a wealth of expertise in risk management

Umpqua Bank Bolsters North Coast Wine Specialty Group With Addition of Six Experienced Bankers

Under the leadership of Corey Dahline and Greg Newhall, the bank strengthens its commitment to serving small and midsize, family-owned wineries and their owners

Waterfall Asset Management Names Three New Partners

These appointments reflect the significant contributions they have each made to Waterfall and their leadership throughout the Firm's continued growth.

Citi appoints Achintya Mangla head of financing for investment banking

Achintya will assume responsibility for Global DCM, ECM, Syndicate and Private Capital Markets

Freshfields Adds Leading Capital Markets Partner in New York

Clients to Benefit from Combination of New Partner’s Financial Institutions and Fintech Experience with Firm’s Global Financial Regulatory Strength

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