Managers of Wealth Americas

Carson Wealth Shakes Up Executive Management

The changes allow the firm to focus on a number of strategic projects, including a significant expansion into the Canadian financial services market.

Focus Financial firm lands broker who managed $200 mln in assets

She joined the firm and Focus' network to gain access to a broader financial platform and more business support than she had at MTX.

RBC Picks Fields to Head North American Fixed-Income

Royal Bank of Canada, the largest arranger of Canadian corporate bonds, appointed Jeff Fields to head its North American fixed-income and currencies sales team as it seeks to expand its presence in the U.S. debt market.

Nuveen Asset Management Hires Evan Inglis

Nuveen Investments, a leading global provider of investment services to institutions as well as individual investors, is pleased to announce that its Nuveen Asset Management affiliate has hired R. Evan Inglis to serve as Senior Actuary within its Institut

Biltmore Capital Names Finance Expert Dr. Donald R. Chambers Chief Investment Officer

We are thrilled to have Dr. Chambers, a prominent expert, professor and author of numerous books about investing

VisionQuest Promotes Nick Kolbenschlag and Pilar Hernandez

Successful families and individuals rely on VisionQuest’s planning and wealth management proficiency in seeking to preserve, diversify, and grow their wealth; institutional investors seek out VisionQuest for its asset management expertise.

BNY Mellon appoints Bill Burnett to wealth management team

Burnett will report to Managing Director Luis Castellanos.

BNY Mellon hires former IRS commissioner

Dan Kramer Named Executive Vice President of Client Service Delivery

Marathon Asset appoints Jamie Raboy as partner

Investment advisor Marathon Asset Management L.P., said it has appointed Jamie Raboy, its global head of risk management, as partner.

Guggenheim hedge fund stumbles, layoffs follow

Guggenheim Partners has slashed personnel at an internal hedge fund that hasn't lived up to its big expectations.

AssetMark Appoints Jason Thomas as CEO and Chief Investment Officer of Savos Investments

In his new role, Dr. Thomas will oversee all research, portfolio management, and business activities at Savos.

United Capital Acquires $185 Million Team

The acquisition helps United Capital expand its presence in California. Rayner & Haynor will become United Capital’s 11th office in the state.

Leading Chicago-based Institutional Consulting and Private Wealth Management Team Joins Graystone Consulting

Both women share a previous working history at The Northern Trust Company

Sterne Agee Expands Financial Institutions Group

Peter Majar, Ben Holman Join New York, St. Louis Offices, Continue Growth Trend

Raymond James hires two advisers from BNY Mellon

A spokeswoman for BNY Mellon confirmed Ifert's departure.

Pioneer Investments Announces New Leadership for U.S. Intermediary Distribution and Marketing and Product Development

Pioneer Investments today announced two new senior hires to lead U.S. Intermediary Distribution and U.S. Marketing and Product Development.

Morgan Stanley hires eight brokers who managed $6.5 billion at Merrill

Morgan Stanley, the world's biggest brokerage firm as measured by its army of more than 16,000 brokers, said on Tuesday it poached an elite team of eight brokers from Bank of America Merrill Lynch's Private Banking and Investment Group, where th

Obama Picks Ex-Bank of Hawaii CEO Landon to Be Fed Governor

Landon, 66, was selected to fill one of two vacancies on the seven-seat board.

$1.4M Producer Joins Janney Montgomery Scott

The Philadelphia-based firm last announced recruits in October

BlueBay Asset hires Katherine Wentrup-Estupinan as sales director

In her new role, she will support the growth of BlueBay's alternatives business

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