Managers of Wealth Americas

Summit Partners Announces Four Promotions

Summit Partners, a global growth equity investor, today announced four promotions in its Menlo Park and Boston offices.

Webster Private Bank Hires Director of Relationship Management

Webster Private Bank is gearing up for growth.

OppenheimerFunds Hires New Chief Compliance Officer

OppenheimerFunds' current Chief Compliance Officer, Mark Vandehey, who has been with the firm for more than 31 years, plans to retire after a transition period with Ms. Picciotto.

Blackstone Hires UBS Banker to Lead Energy Advisory Group

The investment banking arm of the Blackstone Group has hired a UBS executive to lead its energy and power advisory practice.

Coherence Hires UBS Vet As Partner

Prior to Coherence Capital he spent 16 years at UBS Investment Bank, most recently as managing director and co-head of investment grade credit trading.

SEC Names new Chief of Enforcement Division’s Complex Financial Instruments Unit

The Securities and Exchange Commission today announced that Michael J. Osnato, Jr. has been named chief of the Enforcement Division unit that conducts investigations into complex financial instruments.

CAIA appoints new Chief Executive Officer

The Board fully endorses his appointment as CEO and is confident he will ensure that the CAIA Association continues to be the global leader in alternative investment education.

UBS Hires U.S. Real Estate Banker Michael Errichetti

UBS AG, Switzerland’s biggest lender, hired investment banker Michael Errichetti amid an effort to rebuild its U.S. real estate advisory business.

Schwimmer, Wilder Leave Carlyle’s Market-Strategies Unit

The two executives came to Washington-based Carlyle when it bought middle-market lender Churchill Financial LLC in November 2011.

Newedge re-hires Eric Shi

Shi takes on the role of head of China commodities in Newedge’s New York office

Legg Mason hires Wells Fargo exec to head acquisitions

Hoops will also work with global distribution team to develop products for individuals

Eight Akin Gump Attorneys Promoted to Partnership

Akin Gump announced the election of eight new partners

TA Associates Announces Global Staff Promotions

TA Associates, a leading global growth private equity firm, today announced promotions of eight staff members in TA's Boston, Hong Kong, London, Menlo Park and Mumbai offices, effective January 1, 2014.

David Glen joins Eaton Vance Investment Counsel

Eaton Vance Investment Counsel, a subsidiary of Eaton Vance Corp., today announced the appointment of David Glen to the position of Vice President, Investment Counselor.

JPMorgan Chase Names Chief Marketing Officer

Lemkau, 46, will continue as chief communications officer for the Chase consumer and community banking unit and will also be responsible for company-wide brand strategy

Morgan Stanley rates trading head leaves amid strategic shift

Morgan Stanley's former global head of rates trading, Edward Glenn Hadden, said he has left the bank to pursue another opportunity after a change in strategic direction.

John Y. Kim Elected Vice Chairman of New York Life

New York Life announced today that John Y. Kim, 53, has been elected a vice chairman of the company and will now oversee the company's technology function in addition to his current responsibilities.

Morningstar alts expert moves to GSAM

In her new role, she will focus on educating clients on liquid alternatives and the role they play in portfolios.

Raymond James Adds Six Veteran Advisors

The new RJA advisors represent a combined $308 million in client assets under management and join Raymond James branches in Portland, Ore., St. Louis and Dallas.

RBC Names Fleming to New Role as Head of Capital Markets in U.S.

Royal Bank of Canada, the country’s second-largest lender by assets, appointed New York-based investment-banking chief Blair Fleming to a new role as head of RBC Capital Markets in the U.S.

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