Managers of Wealth Americas

Citi Private Bank LatAm exec moves to Bradesco to lead UHNW unit

The 30-year industry veteran had been at Citi for four years.

EY Appoints Global Private Equity ESG Leader

Jordan has been with EY since November 2022 as a partner with EY-Parthenon

Modern Wealth Management Appoints Jason Del Col as Head of Advisory Services

With over 20 years of experience in building advisory platforms, Del Col will support Modern Wealth’s national expansion and enhance its wealth management services

Apex Group boosts US division with new executive hire

Sanjay Vatsa has been appointed as the new Regional Head of North America at Apex Group

Northern Trust Strengthens Atlanta Wealth Management Team

He will lead a team responsible for leveraging Northern Trust's investment, fiduciary and banking capabilities to address clients' wealth management needs

LPL’s Head of Wealth Management Departs

Rob Pettman is leaving the independent broker/dealer after 17 years to join a fintech firm.

Wealth Enhancement Group Hires Former BlackRock Exec to Direct Investments

Jim Cahn is also moving into a new role, while Dan Stampf was brought in from Empower to head up a new products team.

State Street’s Research Team Announces Academic Partnership with Daniel Drezner of The Fletcher School, expanding Markets Research Capabilities in Arena of Geopolitical Risk

Mr. Drezner will partner with State Street Associates

SFAA appoints new president & CEO

“His hands-on experience will allow him to quickly engage on issues impacting the future of the surety and fidelity industry, particularly with key legislative, regulatory and procurement leaders,” continued Murray.

Peapack Private Announces New York City Expansion

Andrew holds a B.S.B.A. in Marketing from Bryant University in Rhode Island and an M.B.A. in Marketing Management

Frank Troise Joins Broadridge to Lead Trading and Connectivity Solutions Business

His appointment comes on the heels of recent Broadridge milestones, including the launch of its Futures and Options platform.

Citi hired Deutsche Bank's new EGB trader as it rebuilds its depleted team

Citi isn't the only bank whose EGB traders have left for hedge funds in the past year.

Capital Bank Welcomes Chief Information Officer

As CIO, Mr. Lindarev will partner with Capital Bank's CEO, Executive Management Team, and Board of Directors

Sanctuary Wealth Continues to Add Veteran Industry Executives to Leadership Team

Firm Taps Former Wells Fargo, UBS Executive Michael Goldfader to Lead West Coast Region and Michelle McIntyre as National Business Development Officer

JPMorgan picks new bosses in banking, capital markets after reshuffle

Dorothee Blessing and Jay Horine will become global co-heads of investment banking coverage.

Fiera Capital looks to expand private credit business in Japan with new hire

The Canadian asset manager has appointed CJ Morrell to the newly created role of managing director

SMArtX Advisory Solutions Expands Manager Marketplace With 31 New Strategies from Top Asset Managers

First Trust Advisors forges partnership and joins the SMArtX Platform

Houlihan Lokey Continues Expansion of Private Funds Advisory Capabilities With Senior Hires for U.S. Primary Practice

Team of Four Managing Directors, Led by Industry Veteran Tom Donovan, Join From Greenhill & Co. to Drive U.S. Primary Practice

Citi Private Bank Miami vet joins Santander as senior LatAm advisor

The 20-year industry veteran is joining another former Citi Private Bank colleague at the Spanish group.

Sumitomo Mitsui DS AM names Alex Barry as head of distribution, UK and Ireland

In his last role he was head of UK wholesale at Franklin Templeton

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