Managers of Wealth Americas

LPL Financial welcomes Morristown Wealth Management

They reported having served approximately $340 million in advisory and retirement plan assets* and join LPL from Raymond James Financial Services.

Robert Paxton named Managing Director of Charles Taylor’s Canadian operations

Paxton joined Charles Taylor in 2017 as Vice President of Strategy & Performance

Gresham Partners Names Stephen Czocher Partner

In this role, he also developed a robust network of high-quality resources to meet client needs beyond traditional financial services while serving as a Wealth Manager for several multi-generational families.

ZEDRA appoints Chris Bouwman as Managing Director of South Dakota office

With over 20 years’ experience in the financial services industry, particularly within the trust sector, Chris brings a wealth of expertise and strategic insight to his new position.

Broadridge appoints Djamila Cosme-Bayoud as premier account leader and senior country officer in Fra

Based in Paris, Djamila will lead the global relationships for Broadridge’s strategic accounts in France.

Family Office Networks Relaunches with Peter Apostol as CEO

A Peer-to-Peer Networking and Lifestyle Platform Designed for Family Offices

Perigon Wealth Management Enhances Leadership Team to Support Continued Growth

San Francisco-Based Firm Brings Aboard New CFO, and Adds Two New Management Positions to Enable Continued Strategic Expansion and M&A Activity

Andrew Smith Named Head of CRE Debt at Bayview Asset Management

Smith joined Bayview in July 2024

Northern Trust Announces Wealth Management Leadership Changes

Earlier in his career, De Vita served as President of Northern Trust's Pacific Northwest Region and Private Client Service Segment Leader.

State Street taps BNY exec as head of digital assets

Vanessa Fernandes, a 25-year financial services veteran, will report to Donna Milrod who has been overseeing digital asset solutions since Nadine Chakar, the unit’s head, left in January 2023.

BrightSphere Appoints Kelly Young as President and Chief Executive Officer, Announces Rebranding as Acadian Asset Management Inc.

Kelly Young to become CEO and Director

AXIS recruits ex-Markel exec to lead new North America E&S unit

Goldberg joins the company from AIG unit Lexington Insurance Company

The Wealth Consulting Group Welcomes Talley Léger as Chief Market Strategist

The Wealth Consulting Group Welcomes Talley Léger as Chief Market Strategist Institutional finance veteran and national media mainstay brings sharp market insights to $5.4B AUM/$8.2B AUA RIA

LPL hires T. Rowe vet to lead investment management solutions

Cheri Belski replaces Rob Pettman. She will oversee a host of new products being added to the firm's platform.

RBC Wealth Management adds new division head with an eye on growth opportunities in the western U.S.

The move to four divisions is a strategic decision to position the firm to take advantage of the tremendous growth opportunities, particularly in the western U.S.

Industry Leaders Advocate for EB-5 in Washington

This will be catastrophic for immigrant investors and the American communities that benefit from the impact of EB-5 investment projects.

Nicola Wealth Announces Key Executive Leadership Appointments

This change positions Nicola Wealth for long-term stability and consistency while positioning the firm for the next phase of growth under its next generation of leadership.

Jim Dickson's Elevation Point Hires Dynasty Exec as New COO

Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson's new firm to lead operations and service.

Karl Mattson named Endor Labs’ first chief information security officer

Before his switch to the software security sector, Mattson held several leadership roles in the financial services industry, most notably for PennyMac Financial Services and City National Bank.

LPL Financial Onboards $150 Million GreenPoint Wealth Management Team

They specialize in developing innovative strategies to help their clients meet their retirement planning objectives and use robust financial education to encourage their clients to better understand their financial portfolios.

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