Managers of Wealth Americas

Advisor moves: Ex-Focus wealth manager hops to Stratos affiliate, LPL welcomes former RBC advisor

A veteran with global roots strengthens Twenty Four Wealth's presence in Connecticut, while LPL's newest employee advisor comes with experience from the sports industry.

Canaccord Genuity expands Calgary office with senior investment advisor hire

Canaccord adds to advisor momentum with another hire following BPS Wealth Management team move

Aviva appoints new chief claims officer

John Lally will take on the role on June 2

AWIM adds Head of International Wealth Management

Aisa Wealth & Investment Management (AWIM) has appointed Jez Bezant as Head of International Wealth Management

Twenty Four Wealth Welcomes Wealth Manager Chiraag Kirpalani

Kirpalani will be based at Twenty Four Wealth's Darien, CT headquarters at 320 Boston Post Road, Darien, CT 06820.

Bow River Capital Hires Investment Banking Veteran as Eecutive Chairman

Mr. Hantho will join Bow River Capital's Executive Committee

Yung-Yu Ma Named Chief Investment Strategist of PNC Asset Management Group

Ma will be tasked with developing investment solutions for both individual and institutional clients.

Jenny K. Smith Named Senior Client Advisor at Wilmington Trust’s Los Angeles Office

Smith has nearly two decades of experience in the financial services industry

LinePoint Partners & Co. Welcomes Chief Marketing Officer, Lauren Colonna, and Announces Cooper Rey and Anton Marinchik as Independent Members of its Executive Committee

New executive appointments underscore LinePoint's commitment to operational excellence and its mission to deliver strategic human capital and insights to affiliates of its family office platform

Barclays hires Marc Warm as Global Co-Head of Capital Markets

Marc will report to Cathal Deasy and Taylor Wright, Global Co-Heads of Investment Banking and be based in New York.

Nationwide poaches Schwab models gatekeeper for top manager research role

Andrew King is now head of manager research at Nationwide Financial.

Focus Taps Former Fisher Tech Lead as CTO

Mark Israel will lead technology for Focus Financial’s national network of advisors and partners, replacing retiring CTO David Fike.

LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik

Fast-growing wealth management firm also welcomes Monte Tomasino as Executive Vice President of Service Digital Enablement

Aspiriant Names Six New Partners Across Los Angeles and Silicon Valley Offices

Located across California, the new members of Aspiriant's partner group bring impressive credentials

Insigneo Adds Jorge Oliveira to Its Network of Financial Advisors as Senior VP in New York

Before joining the firm specialized in wealth management, he held key positions at leading institutions

Quandri names Patrick Mulroy as head of strategy and partnerships to spearhead US expansion

He joins the company during a high-growth phase as it scales its US presence and customer base.

Angeles Wealth Management Appoints Cameron Rogers as Partner

Rogers brings more than 15 years of private wealth experience, bolstering the firm’s capabilities in serving generationally wealthy clients amid the horizontal wealth transfer

Summit Trail Advisors Appoints President and Chief Operating Officer

Prior to Resolute Investment Managers, Mr. Ringdahl worked at Touchstone Investments

LPL Financial Welcomes PCC Wealth Partners

The team reported serving approximately $315 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise.

Caprock Taps Former LPL VP For M&A Role

Frank Giuliano, a former vice president of corporate development at LPL Financial, will join multi-family RIA Caprock to lead M&A and advisor recruiting.

People Moves