Managers of Wealth Americas

Wealth advisory and private banking firm appoints former Sterling Bank exec

She joins Fieldpoint Private from Sterling Bank, where she was a Managing Director and quickly established the Bank's top deposit base in the New York City market.

BNY Mellon Appoints John Gannon Head of Business Development for Banking Transaction Services

BTS is a comprehensive suite of payment outsourcing services that enable brokerage firms and other providers of wealth and asset management services to offer banking solutions

Stifel's boost Private Client Group

His past experience includes serving as Chief Investment Officer for Merrill Lynch Global Wealth Management and Chief Investment Officer/Head of Wilshire Funds Management Group at Wilshire Associates.

Former Under Secretary of State for Economic Growth, Energy, and the Environment appointed to Tiedemann Wealth Management Investment Committee

I am enthusiastic about joining the Investment Committee of Tiedemann Wealth Management

UBS Wealth Management Americas Adds Key Executive

Yhis further emphasizes our commitment to attracting top talent

As Population Ages, Merrill Lynch Appoints Gerontology Director

I decided to take it in a different direction

Convergent Founder Teams Up with Carson Wealth

Steve Lockshin, founder and chairman of top RIA firm Convergent Wealth Advisors, has joined the executive board of Ron Carson’s firm

Top recruiter exits HighTower

The departure of the acclaimed Schwab veteran is a palpable sign for some that the roll-up is going in a new direction

Baird Private Wealth Management appoints regional director

Previously he was Director of the Texas Market for Baird. Kovics joined the firm in 2010 as branch manager of Baird’s Dallas wealth management office.

David Schamis Joins Atlas Merchant Capital

Atlas Merchant Capital, founded in 2013 by Bob Diamond, today announced that David Schamis, formerly a Managing Director at J.C. Flowers & Co. LLC, a private equity firm that invests in financial services firms, has joined Atlas as a Founding Partner.

Morgan Stanley Hires Advisers from Fulcrum Securities, RBC Street Moves

Morgan Stanley's retail brokerage arm has hired three financial advisers from smaller wealth management firms.

Evercore boosts Investment Banking business

He was Head of the Financial Institutions Group for Latin America at Salomon Smith Barney.

Lazard expands Private Fund Advisory Group

Previously, she was a Director with Credit Suisse Securities, which she joined in 1999, when the firm acquired Donaldson, Lufkin & Jenrette, where she began her career in 1997.

VisionQuest Wealth Management appoints new President

In his new role at VisionQuest, he will lead the firm’s asset management business, all of their investment strategies (both private and public), and the firm’s acquisition strategy as VisionQuest gears up to acquire nearly $1 Billion in assets

UBS hires 6 advisers from Morgan Stanley

The advisers managed about $500 million in assets at Morgan Stanley Smith Barney

$2B RIA Adds Morgan Stanley Advisors

Joining the BWC team will give us more flexibility and access to deeper resources in managing investments

Brown Brothers Harriman Names Chief Information Officer

He is responsible for the management and leadership of the firm's technology strategy, application development, and systems infrastructure across all business lines.

Benjamin F. Edwards expands in New York

Clayton-based Benjamin F. Edwards & Co. said the new office in Corning, N.Y., has three advisers and is led by David Davies, formerly of RBC Wealth Management.

Wells Fargo names New Regional President

He will be replacing Lucia DiNapoli Gibbons who in November was promoted to head the Eastern Business Banking Group.

Independent investment adviser promotes six team members

In the wealth management and tax practice areas, Eric Ensign and Evan Judge have both been promoted from senior client associate to client advisor.

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