Managers of Wealth Americas

State Street names Joerg Ambrosius head of Investment Services

He has been instrumental in driving our Investment Services growth agenda and delivering deep client satisfaction and strong results.

Scotiabank taps Judith Gu to lead equities within global banking and markets

Gu has also held roles at Citadel (senior vice president), and at Morgan Stanley (associate).

Marcel TenBerge tapped to lead RBC Wealth Management’s Southern California Complex

He most recently served as the Pasadena Central Valley Market Executive for Merrill Lynch.

BofA Private Bank Hires Citi’s Palacio in South Florida Push

In this new role, he will focus on growing the firm’s ultra-high-net-worth and family office business development.

Northern Trust appoints global head of stewardship

He previously worked in global custody operations for Northern Trust and JP Morgan Chase.

State Street Names Head of Investment Services

Joerg Ambrosius Appointed President of Investment Services

Stephen Stewart joins Barclays as Head of M&A Execution for Canada

Mr. Stewart has over 15 years of investment banking experience

James Dyson’s Family Office Names New CIO for $18 Billion Empire

Jane Simpson is promoted from deputy role at Dyson’s Weybourne

Merrill Promotes Manager to Lead ‘Flagship’ Fifth Avenue Market

Tomeo is generally well-regarded among the sales force, according to the source, who had known him for almost two decades.

Ari Hadida Joins CV Advisors as Portfolio Manager and Investment Committee Member from Miami-Based Multi-Family Office

New Appointment Builds on CV Advisors’ Strategic Initiatives to Provide Ultra-High-Net-Worth Clients With a High-Touch Single-Family Office Service Platform at Scale

Fiduciary Trust International welcomes new senior relationship manager in New York office

Mr. Flood brings over three decades of private wealth management expertise and a strong industry reputation for driving revenue growth, managing complex multi-generational relationships, and upholding high service standards

Ameris Bank Hires Corporate Information Security Officer

Perez most recently served as CISO of Wholesale Banking

Ryan Specialty Announces Promotion of Jason Lentz to President of RT Specialty High Net Worth

Jason has nearly two decades of experience in the insurance industry

Jason Lentz promoted to President of RT Specialty High Net Worth

Lentz is expected to oversee the continued expansion of RT Specialty’s high net worth

Holland & Knight Continues Growth of Financial Services Practice with Addition of Partner Nneoma Maduike in New York

Ms. Maduike was previously a partner with Otterbourg P.C., where she was co-head of the Lender Finance practice.

Citigroup wealth executive hired from BofA leaves after months, source says

Wealth management is a key growth area in CEO Jane Fraser's plan for improving Citigroup profitability.

Citi wealth exec set to depart after four months: Report

Don Plaus is reportedly leaving the firm for personal reasons just four months after he was tapped as Citi Private Bank's head of North America.

WSFS Announces John Heiser as Senior Vice President, Senior Private Banking Relationship Manager

Prior to joining WSFS, Heiser spent the last 12 years with Wilmington Trust, nine of those as a Senior Private Banker.

WSFS Bank appoints new senior VP for Private Banking

Heiser's educational background comprises a master's degree in education from Cabrini College and a bachelor's degree in English from Temple University.

John Hancock Investment Management Appoints Two New Trustees to John Hancock Group of Funds Board

He has also previously served as a board member and audit committee chair of a large global asset management company.

People Moves