Managers of Wealth Americas

Schwab reorganizes top of retail brokerage unit

Kallsen has been with Schwab since May 2012, according to her LinkedIn profile.

Taubman Hires Top Sports Banker

Taubman, 53, will be chairman and chief executive officer of a new entity

UBS Names Head of Private Solutions Business

As part of the move, Steve Pierson, who joined UBS in 2013 from Credit Suisse Group AG, will now become sole head of financial institutions in the Americas

Wedbush Securities boosts Private Client Services Group

He brings more than 25 years of experience working with community banks across the Western United States and has a substantial track record in capital raising and merger advising.

True North Advisors appoints senior wealth planner

She comes to True North Advisors from Carter Financial Management where she was Senior Vice President responsible for financial planning services as well as oversight of the firm’s daily office operations.

Evercore taps Connecticut Insurance head as senior advisor

Evercore has hired Connecticut Insurance Commissioner Thomas B. Leonardi as senior advisor. Leonardi is the former chairman and CEO of Northington Partners.

After 33 Years at Merrill, Florida Broker Joins UBS

A source close to Merrill, who was not authorized to publicly speak on the matter, estimated Twohill and Scalici's collective production at closer to $2 million than $2.4 million.

BNP Paribas Cuts Eight from U.S. Junk-Bond Trading Team

Cuts Are Said to Include Team Head Kevin Cook

Merrill Lynch adds 3 brokers from Morgan Stanley

On the opposite coast, in Century City, California, broker Richard Zinman joined Merrill Lynch also on Nov. 14 from Morgan Stanley's Beverly Hills office, where he had managed $104 million in assets and produced $1.22 million in fees and revenues.

Stifel hires Merrill manager in California

Joining Van Donge in Santa Barbara are Marie Aardeman, his client service associate at Merrill, and Greg Sain, a broker who is joining him from a nearby Stifel office.

Northern Trust hires 2 for multimanager, consultant relations teams

Armand Yambao was named pension risk strategist on Northern Trust's multimanager solutions team, said spokesman John O'Connell in an e-mail.

Heather Gross joins U.S. Bank Wealth Management

In her new role, Gross provides personalized service and day-to-day management of trusts and estates to individuals and families, corporations and non-profit organizations.

Raymond James Hires Michael Schipper from Morgan Stanley

Raymond James Financial Inc said it hired Michael Schipper from Morgan Stanley to head the firm's employee branch in downtown San Francisco as it expands in the western United States.

Common Sense Investment Management expands team

A key part of Matthew's doctoral research has been accepted for publication next year in the prestigious Journal of the Royal Statistical Society

Alberta Investment Management appoints new CEO

He holds a Bachelor of Accounting degree from Harding University, an MBA from Rice University, and is a Chartered Financial Analyst (CFA) charterholder.

Newedge Bolsters Capital introduction & advisory teams in North America

These appointments, which are effective immediately, emphasize Newedge and parent bank Societe Generale’s goal of expanding its prime brokerage footprint, while offering clients a wider range of services across all asset classes.

Wells Fargo Appoints Elizabeth Duke to Board

During her tenure as a banker, she was also chief executive officer of Bank of Tidewater

Wells Fargo names new head of Southwest region

Wells Fargo & Co. appointed John Sotoodeh as head of the company's Southwest region.

Barclays hires ex-NYSE official to bolster trading after lawsuit

Barclays Plc said on Tuesday it hired a former senior executive at the New York Stock Exchange to help with the bank's electronic trading

Raymond James hires broker from D.A. Davidson

Raymond James & Associates, a branch of Raymond James Financial Inc, said on Tuesday that it had hired a broker away from rival D.A. Davidson, where he had produced $2 million in annual revenue.

People Moves