Managers of Wealth Americas

JP Morgan names global custody head

JP Morgan has promoted its head of fund services to lead its $21 trillion custody business globally, Financial News learned.

Ziegler Wealth Management Hires Church Securities Specialist

Rolando Q. Leavell as a financial advisor with expertise in church securities

Lombard Odier Investment Managers Hires Former BlackRock Exec

She will report to Hubert Keller

OppenheimerFunds gambles on first CEO from investment ranks

But it must be noted that Mr. Steinmetz's appointment is in some ways an experiment — perhaps even a risky one.

Deloitte appoints new Investment Management Practice head in USA

Henry and Stier will also be working closely when it comes to serving clients in the U.S. market, especially on those companies looking to grow internationally.

International investment bank Continues Expanison

He holds a B.S. in Finance from California Lutheran University and an MBA from the Joseph M. Katz Graduate School of Business at the University of Pittsburgh.

Protege Partners hires Weinberg as chief investment strategist

Prior to that he has worked as a portfolio manager at Credit Suisse, First Boston and Soros Fund Management.

EisnerAmper Adds Audit Partners

Rothman provides strategic business and operational advice primarily to private equity funds

UBS Nabs Real Estate and Leisure Banker from Deutsche Bank

A 17-year Wall Street veteran, Mr. Dobi started his investment banking career at Lehman Brothers before moving onto Merrill Lynch and then Morgan Stanley, where he worked on deals involving REITs, consumer product companies, and retailers.

UBS's co-head of global debt capital markets lands new top job

The appointment comes as part of a broader reorganisation at the bank as it seeks to "simplify its organizational construct"

Stifel Recruits Advisor With $170M AUM

McAdams Wright Ragen had about 80 advisors and $10 billion in assets when the acquisition was announced.

RMB Wealth Management Builds Leadership from Within

They each have the practical expertise that is required to advise clients on complex financial planning

Grant Thornton names chief administrative officer

Grant Thornton said Tuesday that Bilbo holds at least 25 years of experience in business process re-engineering, services sourcing and systems redeployment functions.

BofA Hires Citigroup’s Stolz, Lee for Equities

The firm posted $2.19 billion in equities sales and trading revenue in the first six months of 2014, compared with Citigroup’s $1.54 billion.

Evercore appoints Senior MD in Its Healthcare Group

I am excited about joining Evercore and building on the Healthcare team's strong momentum

Ryan Marcus leaves RBC under interesting circumstances

Ryan Marcus leaves RBC Advisor Services as clients and recruiters openly speculate that his famously driven approach didn't match his giant employer's bankerly ways

Granahan Investment Adds Business Development Veteran

Dave is a talented industry professional

BlackRock N. American Income appoints co-manager

DeSpirito joins BlackRock as managing director and, together with Shearer, co-head of BlackRock's equity dividend team.

US wealth advisory firm expands team with senior hire

He received a B.S. degree in marketing management from Saint Joseph's University

JPMorgan’s Top Retail Banking Lawyer Said to Depart

The firm’s retail division had $21.9 billion in revenue in the first six months of 2014, the most of the bank’s four main businesses, according to a financial statement.

People Moves