Managers of Wealth Americas

Dolan to join Cherry Tree as a Managing Partner

The move was announced by Gordon Stofer, President and Managing Partner of Cherry Tree & Associates

former chairman of Microsoft India joins Rockefeller Foundation board

With his commitment to philanthropy along with his eye for solutions and relentless drive for innovation, will provide essential guidance to our work in the years ahead

BNY Mellon Appoints Head of Distribution for Private Bank

20-Year Sales Leadership Focus on Private Bank and RIA Channel Distribution

BlackRock Hires J.P.Morgan Asset Management Adviser

In his new role, Mr. Jones will be responsible for overseeing BlackRock’s $124 billion U.S. - based fundamental equity business

Private equity firmtaps former Visa executive Walsh

Walsh will help the New York-based firm identify and evaluate investment opportunities in the payments sector around the world.

JOHCM poaches four-strong US equity team from Fidelity

The team will also launch a global small and mid cap equity strategy 'in due course'.

UBS boosts Brazil Investment Banking team

He was also head of global banking in Brazil for HSBC Holdings Plc, the memo shows.

Moses & Singer Attorney Gideon Rothschild Elected to Leadership Position at ABA

Moses & Singer LLP partner Gideon Rothschild will become Chair of the American Bar Association Section of Real Property, Trust and Estate Law for the September 2014 August 2015 term.

Mitsubishi defies FICC slump with US rates hires

The US investment banking and brokerage unit of Japan’s Mitsubishi UFJ Financial Group is growing its bench of fixed income sales staff, at a time when its US and European rivals are pulling back following a difficult first half of the year.

TIAA-CREF Appoints Managing Director

She assumes her new role Aug. 4

American Realty Capital Global Trust Names Patrick Goulding as Chief Financial Officer

He joins ARC Global from Morgan Stanley, where he most recently served as a managing director and global head of portfolio management for Morgan Stanley's opportunistic real estate platform.

Viking Global reshuffles top ranks

The firm also told investors that it gained 6.6 percent in the first half of the year, after wiping away losses suffered when technology-oriented stocks tumbled in March.

Financial planning pioneer named Chairman of U.C. Berkeley Financial Planning Program Advisory Board

The firm reported that the U.C. Berkeley Extension's program in Personal Financial Planning provides an academic path to the financial planning profession.

Evercore Wealth Management boosts team

We are pleased to welcome Helena to our growing national practice

Blackstone Nabs Goldman’s Pillemer

He eventually rose to become managing director in Goldman’s financial institutions group.

Jefferies Hires Red Alder’s Laub to Head Prime Brokerage

Laub was formerly chief financial officer of Red Alder, a New York-based long-short equity hedge-fund manager

Flynn Family Office expands team

Both were formerly with Rothstein Kass Family Office Group

Another Morgan Stanley Alum Joins Taubman Advisory Firm

Ji-Yeun Lee Is Latest to Join Paul J. Taubman's Fledgling Firm

Chris Spofford Joins Broadhaven As Partner

Mr. Spofford spent the last seventeen years with Golden Sachs, most recently as a Managing Director leading the Asset Mangement Investment Banking practice.

NBT promotes Voss to senior vice president

NBT Bank recently promoted Brian Voss, director of business development, to senior vice president at NBT Financial Group.

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