Managers of Wealth Americas

Perigon Wealth Management Welcomes Four New Partners As Part of Innovative Growth Program

Mary Ballin, Beth Bosworth, Eric Jardine, Doug Wheat Latest Advisors to Complete Path to Partnership Program at Advisor-Owned Firm

CIM Group advances private wealth push with latest hire

Barry Schanker joins Los Angeles firm as managing director

Mesirow Wealth Management Continues Growth and Expansion of Multi-Generational Services with Hire of Wealth Advisor Alex Gordon

Alex brings deep experience in financial planning and analysis for high net worth individuals

Bluespring Hires Former LPL Exec to Lead Organic Growth Push

Graeme Lee, former head of LPL’s advisor affiliation model, joins Bluespring Wealth Partners to help its RIAs with organic growth and practice management.

Ascot appoints RenRe’s Marc Amen as CEO, North America

In the new role, Amen will be responsible for all operating facets of Ascot U.S. and Ascot Bermuda insurance and reinsurance companies.

Merrill Advisor Joins 1792 Wealth Advisors

Rich earned a B.S. in Applied Mathematics and an M.S. in Financial Management from Stevens Institute of Technology in Hoboken, NJ.

Bluespring Wealth Announces Strategic Talent Acquisition and Leadership Team Expansion

Three new hires and a leadership promotion demonstrate commitment to advisors and their strategic growth

McDermott Adds Veteran Private Equity Advisor in Chicago

She joins from Kirkland & Ellis.

Bob French appointed as CIO for Parkwoods Wealth Partners

French adds a wealth of knowledge in investment strategy, portfolio management and client education

SouthState Expands Wealth, Small Business, Commercial Teams

SouthState is committed to providing our small business clients with what they need to succeed long term and our wealth clients with tools and expertise to plan for a secure future.

Raymond James welcomes $325M AUM advisor, team from Edward Jones

Broker-dealer has acquired more than $2B AUM in the past week

Regions Bank Names Brandon Greve Head of Regions Investment Services; Additional Leadership Promotions Announced

Ready to help build on Regions’ growth, Greve succeeds Jim Nonnengard, who is retiring following a successful 43-year career.

Nomura Asset Management Appoints Douglas Stewart as Head of Distribution EMEA

His appointment reflects our commitment to accelerating growth and delivering exceptional outcomes for clients across EMEA and Latin America."

Gresham House Ventures appoints Alex Yanitsky as Investment Partner

He holds an MBA from INSEAD and an HBA from the Richard Ivey School of Business at the University of Western Ontario.

Grant Thornton appoints advisory services and industry practice leaders

Puthiyamadam joins Grant Thornton at a time of significant change.

Savvy Expands to Over 50 Financial Advisors With Addition of Five New Professionals

Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors

Euan Munro exits CEO role at Newton IM

CEO Euan Munro and CIO Mitesh Sheth leaving the firm

$177bn Corient promotes 2 to wealth, operations head roles

Darren Henderson and Alex Eppler have assumed the titles of head of US wealth advisory and head of client operations, respectively.

Morgan Stanley Nabs $1B Team From UBS

Their combined assets under management at UBS were about $1 billion, with $10 million in annual revenue.

Former Global Group Head of Blackstone Alternative Asset Management, John McCormick, Joins Growth Credit Partners as Senior Advisor and Investor

Under his leadership, BAAM achieved record financial results, and he was instrumental in launching Blackstone’s data science initiative.

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