Managers of Wealth Americas

CIFC boosts Capital Markets And Distribution team

He brings over 23 years of loan origination, structuring, underwriting and investing experience across both debt and equity markets.

Epic Intermediaries Expands Team

With nearly 15 years of professional experience in financial services, Eric Leibowitz brings expertise in management, training and analysis to EPIC Intermediaries.

Equity Financial Holdings Appoints Chief Risk Officer

It also provided a business update, including remediation of certain of its underwriting processes and controls following an independent Board-led review.

Sapient Private Wealth Management Adds Former RBC Financial Advisor

The Sapient team left Morgan Stanley in 2010 after more than three decades of service, and launched their own independent wealth management firm with the help of Focus Connections

SAC Compliance Chief Steps Down

SAC Capital Advisors' chief compliance officer is to leave the hedge fund, as it transitions to a family office.

Newton appoints Head of Newton Capital Management, North America

He has an extensive global institutional and retail sales background and was most recently chief marketing officer and executive managing director of Turner Investment Partners. Prior to that, he was global head of sales at Acadian Asset Management.

City National Names Scott Witter to Head Private Banking in New York City

City National Bank announced today that it has appointed Scott Witter to head the private client services group in New York.

Cornerstone Capital boosts Private Client Wealth Management team

In his new role, Phil serves as Chief Investment Officer of Cornerstone Capital Investment Management, with responsibility for overseeing the Firm’s Private Client Wealth Management investment strategies.

Raymond James Recruits $1 Million Advisor from Stifel Nicolaus

“We are pleased to welcome Alex to the Raymond James family,” said Federer. “Adding the Gallego Financial Group is another indicator that we’re attracting some of the very best in the industry and is further proof of the firm&rsqu

Raymond James Recruits $101 Million Team in Blue Ash, Ohio from Wells Fargo

“We are pleased to welcome these successful advisors to our Blue Ash office,” said Roney.

Global alternative asset manager names Chief Sustainability Officer

She will help ensure that the company makes the most of our ESG efforts as we work to create value for our investors.

Maxim Group expands Investment Banking Platform with the appointment of three senior level Executives

Their experience, skills and relationships will enable them to make a significant contribution as we continue to expand our business and gain market share globally

Bank of America lays off more workers in technology and operations

The bank confirmed Wednesday that job losses occurred, but did not give details.

Smith joins RBC Wealth Management's Consulting Group

He demonstrated a commitment to a consultant-based investment practice, helped clients build investment portfolios and maintained an excellent record of customer service.

RBC Wealth Management hires six advisers from Morgan Stanley

The new advisers would be part of two teams, which have almost $635 million assets under management with more than $3.4 million in production.

Merrill Lynch taps new head to expand training

Racquel Oden promoted to help ramp up practice management program

Northill Capital appoints Head of Americas Distribution

Establishes premises in New York

Independent wealth manager announces several senior level promotions

These are five outstanding professionals who consistently perform at the highest level each and every day.

Wealth management search firm boosts team

He will split his time between New York and Boston.

D.A. Davidson & Co. appoints two industry vets

They will collectively lead and set the long-term strategic direction for all of D.A. Davidson’s Investment Banking business.

People Moves