Managers of Wealth Americas

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.

American Century hires emerging market debt manager

Former HSBC emerging market debt specialist Margé Karner has joined American Century Investments to help build the asset manager’s non-domestic bond fund range.

Deutsche bank announces two new hires in Global NRG investment banking

Adams and Saxman will join from Citigroup where they were Global Co-Heads of Acquisition and Divestitures

Kleinberg, Kaplan Expands Hedge Fund Practice

He also represents fund managers, investors and third-party marketers of private investment pools.

Pimco Hires Contrarian’s Schwartz for Distressed Debt

He reports to Sai Devabhaktuni, Pimco’s head of corporate distressed portfolio management.

DTCC announces new global trade repository head

He has more than 30 years experience in consumer and corporate banking operations, previously serving in senior-level roles at DTCC and, before that, at Citigroup, where he was Global Processing Head of Capital Markets Operations.

Harvard Management Company apppoints public equity team head

The $32.7 billion endowment fund wants Ryan to manage the endowment’s global equities portfolio and work with the entity’s list of external manager relationships.

Invesco appoints UBS director to multi asset team

The eight-strong team already includes fund managers, Dave Jubb and Richard Batty, Product Director Georgina Taylor and Risk Manager Gwilym Satchell.

Waddell & Reed, Ivy Funds Add Portfolio Managers to Asset Strategy Team

Investment return and principal value will fluctuate, and it is possible to lose money by investing.

Former Morgan Stanley Exec Goes to Ziegler

He joins Ziegler with over 30 years of experience from Morgan Stanley and predecessor firms.

Lucia Capital Group appoints new CEO

The Firm currently has over 70 employees and through its subsidiaries and affiliates oversees approximately $2.3 billion of client assets, as well as 16 branch office locations nationwide.

Pioneer Investments appoints head of the U.S.

Pioneer Investments, a leading global asset management firm, today announced that Lisa M. Jones has been named Head of the U.S.

Raymond James Hires Financial Advisors from UBS

The team, known as Rogers Norton Wealth Management Group of Raymond James, joins from UBS Financial Services in Portland, where they managed more than $200 million in client assets and had annual fees and commissions of about $1.9 million.

Deborah LaBerge joins HSBC unit as institutional sales head

LaBerge, who will be based in New York, was previously with Scottish Widows Investment Partnership

People Moves