Managers of Wealth Americas

$7B RIA Procyon Hires Advisor Recruiter From Baird

His leadership and strategic insight will play an instrumental role in scaling our business

JPMorgan's investment banking chair departs, memo says

"Jennifer has lent her perspective and expertise to companies and executives at the forefront of technological innovation and development," the memo showed.

Rockefeller adds $473m ex-Merrill Lynch team

Rockefeller Global Family Office has snagged its fourth team of the year from Merrill, bringing on Ginger Private Wealth Partners.

Nuveen Private Capital Appoints Head of Nordics Business Development

With his hire, NPC continues robust expansion of its European client coverage across private credit and equity

U.S. Private Markets Giant Expands Zurich Presence

Since 1999, KKR has been managing long-term capital on behalf of a significant number of institutional investors in Switzerland

Franklin Street Properties Corp. Appoints Bruce J. Schanzer to Board of Directors and Enters into Cooperation Agreement with Converium Capital Inc. and Erez Asset Management LLC

Avantax Welcomes Independent Financial Advisor Andrew Erickson

Erickson joined Avantax because of its commitment to tax-focused financial planning, and so he could offer his clients a wider array of investment products and services.

Brown-Forman Announces Change in Board of Directors Chair

Succession Reinforces Long-Term Focus of Company

Kristy Carstensen takes over as leader of U.S. Bank Global Treasury Management

Five-time American Banker Most Influential Women in Payments honoree will also lead bank’s prepaid card business

Financial Advisor Joins UBS Wealth Management in Miami

He joins the UBS Miami Wealth Management market, led by Brad Rosenberg, and will be located in the downtown Miami office.

Financial Advisor Team Joins UBS Private Wealth Management in Miami

The team is led by Financial Advisors Ary Velasco, Michael von Borsig and David Cardenas.

Perigon Wealth Management Names New General Counsel and Cco, Director of Organic Growth

Expansion of Leadership Team Positions National Firm for Sustained Expansion

BofA's private banking arm names new client advisers

At Bank of America Private Bank, they will provide wealth management services

IPC appoints Izzy Dawood as chief financial officer

Dawood most recently served as CFO for CURO Financial Technologies, where he was instrumental in the company’s strategic repositioning.

TD announces changes to its senior executive team

Ms. Myers is a respected and experienced leader who has been with the Bank since 2022

Wells Fargo’s Head of Advisor Recruiting Exits

James Craven, head of national sales at the brokerage, will oversee advisor recruiting until a replacement for Brendan Krebs is named.

Ascot appoints Anthony Mandica

He joined Ascot in 2022 as senior vice-president, Internal Audit & Advisory.

"Hacker" loving HFT firm hires a trading head once laid off by BofA

Radix is based in Chicago and has 150 employees, with offices in New York and Amsterdam too.

Aspiriant Adds Two Experienced Advisors in Bay Area

Aspiriant's Independent Ownership Model Continues to Attract Top Talent

Manulife President & CEO Roy Gori Announces His Intention to Retire in May 2025

To support this transition, following Mr. Gori's retirement he has agreed to serve as an Advisor through August 31, 2025.

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