Managers of Wealth Americas

UBS Private Wealth Advisor Jason Stephens named to Barron's Top 1200 Financial Advisors list

This recent recognition continues a lengthy list of industry accolades.

Dawn Miller named CCO of Lloyd’s and CEO of Americas

Miller will be based in New York and take over her new duties with effect from September 1, 2024.

Ron Carson Steps Down as Carson Group CEO

Managing Partner and Chief Strategy Officer Burt White will take over for Carson as chief executive of the $35.5 billion AUM RIA.

Modern Wealth Management Appoints Head of Advisory Services

With over 20 years of experience in building advisory platforms, Del Col will support Modern Wealth’s national expansion and enhance its wealth management services

Broadridge Names Chief Legal Officer

Additionally, she will serve on the Broadridge Foundation Board, Risk Committee, and Environmental, Social, and Governance (ESG) Committee.

Martin de Laureal Named President of First Horizon Advisors, Inc. and Head of Private Banking of First Horizon Bank

In his new role, de Laureal's responsibilities include Investment Management, Brokerage, Trust, Financial Planning and Family Office services as well as oversight of the Private Banking team.

Citi Private Bank LatAm exec moves to Bradesco to lead UHNW unit

The 30-year industry veteran had been at Citi for four years.

EY Appoints Global Private Equity ESG Leader

Jordan has been with EY since November 2022 as a partner with EY-Parthenon

Modern Wealth Management Appoints Jason Del Col as Head of Advisory Services

With over 20 years of experience in building advisory platforms, Del Col will support Modern Wealth’s national expansion and enhance its wealth management services

Apex Group boosts US division with new executive hire

Sanjay Vatsa has been appointed as the new Regional Head of North America at Apex Group

Northern Trust Strengthens Atlanta Wealth Management Team

He will lead a team responsible for leveraging Northern Trust's investment, fiduciary and banking capabilities to address clients' wealth management needs

LPL’s Head of Wealth Management Departs

Rob Pettman is leaving the independent broker/dealer after 17 years to join a fintech firm.

Wealth Enhancement Group Hires Former BlackRock Exec to Direct Investments

Jim Cahn is also moving into a new role, while Dan Stampf was brought in from Empower to head up a new products team.

State Street’s Research Team Announces Academic Partnership with Daniel Drezner of The Fletcher School, expanding Markets Research Capabilities in Arena of Geopolitical Risk

Mr. Drezner will partner with State Street Associates

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