Managers of Wealth Americas

Threshold Group Adds Key Talent to Investment Team

Capitalizing on Threshold's investment team build-out, Ryan Campbell joined the firm as an investment analyst

Raymond James Lands 4 Wells Fargo FiNet Brokers After Cold Call Reconnaissance

Head advisor called employees asking how they liked their jobs

AIG CEO Benmosche Sped Up Exit Amid Cancer Prognosis

Robert Benmosche, who is stepping down this weekend after five years as American International Group Inc.'s chief executive officer, said he learned in May that he had nine months to a year to live.

Deutsche Asset & Wealth Management appoints Head of Strategy & Business Development

He will be responsible for overseeing existing liquid real assets products and strategies as well as developing new ones on a global basis.

Blue Sage Capital hires Barclays analyst as associate

He joins Blue Sage as an Associate

BB&T Names New Bank President

The $184 billion-asset company said in a press release Wednesday that Ricky Brown had taken the reins at Branch Bank & Trust.

Raymond James Plucks Exec From Merrill

Handler moved from UBS to Raymond James in April

Sterne Agee expands Financial Institutions Group

We are excited about the experienced team we have built in our investment banking division

Benjamin Edwards hires father-son team away from Wells

Benjamin Edwards does not disclose the amount of client assets individual advisers manage or an adviser's annual revenue.

Advocacy Wealth Management appoints new CIO

With more than 14 years in the investment management industry, Justin will use his expertise to customize and monitor individual and institutional portfolios with a focus on protection of principal and predictable, tax-efficient returns.

Change at the top for Bryn Mawr Trust

In April, one month after the bank’s parent company, Bryn Mawr Bank Corp., celebrated that landmark anniversary, it announced a succession plan for the retirement in December of its longtime CEO and chairman, Ted Peters.

Northwest Bancshares names new CFO

Northwest Bancshares Inc, the holding company of Northwest Savings Bank, said it appointed William Harvey Jr as its chief financial officer.

Standard Life Investments hires Jim Giacin from Bancorp Services

He has more than 20 years of experience in investment banking.

U.S Bank hires two execs for private client reserve in Phoenix

Wealth manager U.S. Bank, a unit of U.S. Bancorp, hired two executives for its private client reserve in Phoenix.

Wells Fargo Hires 2 Morgan Stanley Brokers with $350 million in Assets

Wells Fargo Advisors, Wells Fargo & Company's registered broker-dealer, said Thursday it recruited two brokers away from rival securities brokerage Morgan Stanley, where they managed nearly $350 million in client assets.

Pacific & Western Bank of Canada Appoints Honourable Thomas A. Hockin Chair of Its Board

Mr. Hockin previously served as a member of the Bank’s board from June, 2005 and as Chair of the Bank’s board from November, 2008 until he became Executive Director of the International Monetary Fund representing Canada, Ireland and the Caribb

Bank of America’s highest paid executive looks one step closer to running the firm

Darnell’s move reinforces the view that Montag, who has overseen some of the bank’s most profitable businesses

Northern Trust Strengthens Hedge Fund Investment Team

He has joined Northern Trust Alternatives Group as Director of Portfolio Strategy for hedge funds and Greg Jones has joined as a Hedge Fund Analyst, strengthening the group that provides funds-of-funds and custom solutions for sophisticated in

Former Penn State University quarterback to leave Goldman Sachs

Meltzer and Bhavsar, who will also continue to oversee cross-asset sales, will report to Tom Cornacchia

J. Streicher Asset Management appoints new president

J. Streicher Asset Management LLC, a U.S.-based SEC registered investment advisory firm, has announced the board of directors has unanimously elected Lewes resident Todd M. Schoenberger as president effective Aug. 1.

People Moves