Managers of Wealth Americas

Anne Tinyo to Lead Life Management Services for Wells Fargo Private Bank

Its services assist with the challenges of life transitions and maintaining their personal and financial independence.

First Republic Bank Adds Two Board Directors

His work focuses on building high-quality corporate cultures enabling firms to achieve a competitive advantage by fully developing and engaging their people.

Janney Montgomery Scott Names Co-Heads of Investment Banking

Cliff Booth joined Janney’s Investment Banking team in 2008, and, in addition to his new responsibilities, he will continue to play an active role in managing the Financial Institutions and Real Estate Groups.

Beacon Wealth Management Names New Manager of Operations

Beacon Wealth Management, a registered investment advisory firm based here, today announced a strengthening of its human capital resources through the promotion of veteran staff member Kerry Crowley to the role of Manager of Operations.

State Street boosts Board

He was a member of Deloitte’s US Executive Committee and, from 2007-2013, he served on the Deloitte Touche Tohmatsu Limited Board of Directors, holding such leadership roles as chairman of the Audit Committee and Chairman of the Risk Committee.

Arch Insurance Group Announces Senior Management Changes

Arch Insurance Group, a member of Arch Capital Group Ltd., announces the following senior management changes effective immediately

RMB Capital Expands Asset Management Team, Hires Director of Institutional Client Services

A results-oriented and highly accomplished executive, she most recently held the position of senior vice president, director of institutional client services and marketing, directing sales, marketing, and client service efforts across several channels.

U.S. Bank's UHNW Unit Hires Managing Director of Investments

Ascent Private Capital Management, U.S. Bank's ultrahigh-net-worth wealth management unit, has hired a managing director of investments in Minneapolis.

Newedge managing director departs

Gonzalez is currently on gardening leave and is understood to be moving to a new role.

Former high-level manager at J.P. Morgan joins Bitcoin startup

He is also one of the most senior bank executives to make a move toward a company focused on bitcoin.

Morgan Stanley makes senior hire in this hot sector

Risk management and compliance are the areas where investment banks are being compelled to hire thousands of new staff, and the people who head the divisions have gone from maligned internal police to senior figures with significant influence within the o

TrueWealth Names Michael Maiorano as Principal

Michael was the perfect addition to TrueWealth's management team

Wells Fargo Lands UBS Broker Team that Managed $463M in Assets

The team will work out of two offices, with Heeren based in downtown Chicago and Percifield and Harber opening a new branch in Chesterton, Indiana, about an hour's drive southeast of the city.

U.S. Bancorp hires John Briggs as consultant

Prior to this, Briggs was a vice president with the American Society of Composers, Authors and Publishers

AMP Capital boosts New York Infrastructure Equity team

AMP Capital has made two appointments to the Infrastructure Equity team based in New York as it continues to build its global infrastructure platform.

Merrill Lynch adds 5 brokers, loses 1 to HighTower

Bank of America's Merrill Lynch said it hired five financial advisers during the first week of December away from UBS AG and Citigroup Inc's Personal Wealth Management where they collectively managed more than half a billion dollars in assets.

Lebenthal Wealth Advisors Adds New Team

Lebenthal Wealth Advisors, the wealth management division of Lebenthal Holdings, LLC, announced today that Annette Hall and Charlene Fisher will be the latest team to join its wealth advisory unit, working at Lebenthal's New York office.

Raymond James Recruits Team With $220M

Raymond James & Associates recruited a veteran father-son advisor team managing $220 million in assets.

Four Convergent veterans depart for Presidio

Decision by advisers, including an executive director of the ultrahigh-net-worth group, comes amid management changes

High profile wealth management executive steps down

High profile wealth management executive is closing another chapter in a long and eventful career, resigning as the chairman of the board of Convergent Wealth Advisors.

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