Managers of Wealth Americas

Convergent, rocked by suicide of CEO, announces replacement

Former COO Douglas Wolford officially taking reins of $8.4B RIA

Boston Private Bank names VP, trust services

Boston Private Bank & Trust Co, a unit of Boston Private Financial Holdings Inc, appointed Elizabeth Connelly vice president of trust services.Boston Private Bank & Trust Co, a unit of Boston Private Financial Holdings Inc, appointed Elizabeth Con

Atlantic Trust Adds Wealth Strategist to San Francisco Team

Atlantic Trust, the U.S. private wealth management division of CIBC today announced that Ryan Christine Coulson has joined the firm's San Francisco and Newport Beach offices as senior vice president and wealth strategist.

Veteran Sales and Marketing Professional Joins TCW as MD in Private Client Services

Veteran Sales and Marketing Professional Brings More than 20 Years of Experience Serving RIAs and Family Offices

Multi-family office changes name

He brings over fifteen years of experience providing counsel to families and privately-held companies invested in both public and private assets with a concentration in real estate.

RBC boosts board

He is a Director and Senior Partner of McKinsey & Company based in New York City.

Sage Private Wealth Group Recruits Two Independent  Advisors

Sage Private Wealth Group, a Wheaton, Ill.-based independent firm affiliated with Raymond James Financial Services, has recruited two financial advisors.

Santander Names JPMorgan's Ryan Chairman of U.S. Operation

Former Chair Jerry Grundhofer retires- Mr. Ryan's experience makes him "the right choice" as Chairman to "strengthen SHUSA"

Sun Life Financial boosts board

She has more than two decades of corporate executive and capital markets experience.

BNY Mellon boosts board

BNY Mellon, a global leader in investment management and investment services, today announced that it has elected Ed Garden, Chief Investment Officer and a founding partner of Trian Fund Management, L.P. as a director, effective immediately.

Raymond James Adds Ex-LPL Group in N.J.

Boutique wealth groups add teams in Arizona and Iowa

Merrill Lynch loses veteran 7-broker team to Raymond James

Bank of America's Merrill Lynch lost a 34-year veteran broker and his six-person team to Raymond James & Associates last month, a spokeswoman for parent company Raymond James Financial confirmed on Monday.

Former George Washington University CIO joins American Institutes for Research

Don Lindsey was named chief investment officer of the American Institutes for Research

DeYoe Wealth Management expands team

He comes to DeYoe Wealth Management with over 18 years of experience in the wealth management and trust industry.

Buffalo banker returns to lead Wilmington Trust office

She was most recently a private client adviser at U.S. Trust, the private wealth management unit of Bank of America.

Silicon Valley Bank puts Wibke Pendse in charge of UK business

Wibke Pendse is moving from California to London to lead Silicon Valley Bank’s private equity finance and banking business in the UK.

UBS Nets Advisor With $1.5B in AUM

A Merrill Lynch advisor managing $1.5 billion in assets has left the wirehouse to join UBS Private Wealth Management, according to a UBS spokesman.

First Foundation Appoints Tyler Resh as Director of Marketing and Strategy

Resh will oversee brand stewardship for the firm as it continues its rapid pace of growth Strategic hire coincides with public listing on the NASDAQ Global Stock Market

Cypress Wealth Advisors Names Principal

Before Cypress, Renaudin worked as a Senior Associate Portfolio Manager for The Bank of New York Mellon in San Francisco.

United Bank's United Northeast Financial Advisors Earns #3 National Ranking in Latest Bank Wealth Management Report

United Northeast Financial Advisors moved up a notch to #3 compared to the #4 ranking they earned from a similar report issued earlier this year reflecting the first quarter of 2014.

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