Managers of Wealth Americas

Joel Marcus Joins Sowell Management Services as National Sales Manager

Sowell Management Services is a fee-based third-party management firm

Chief Accountant Paul Beswick to Leave SEC

Paul’s leadership, critical analysis and sound judgment earned him the respect and admiration of his colleagues

Securities America Adds Team with $75 Million in Client Assets

Advisors Jonathan Lifschutz and David Reed have joined Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc..

Morgan Stanley Appoints New Head of Private Wealth Management

He will report to Ketterer and Shelley O’Connor, head of field management, according to the memo.

Morgan Stanley picks new leader for sales to the very wealthy

Morgan Stanley is the world's largest retail brokerage firm

Steward Partners Adds Veteran $1.5 Million Team From Morgan Stanley

Our biggest challenge right now is managing demand.

AGF Appoints Kevin McCreadie as President and Chief Investment Officer

AGF Management Limited today announced the appointment of Kevin McCreadie as President and Chief Investment Officer, AGF Investments Inc., effective June 17, 2014.

Instinet Makes Senior US Sales Appointments

Given their knowledge, expertise and backgrounds, we’re very excited to tap Chuck and Tom to lead these efforts in the United States

KRyS Global opens New York office

Corporate recovery and insolvency firm KRyS Global has opened a New York office to complement KRyS Global’s offshore presence in the Cayman Islands, British Virgin Islands, Bermuda, Bahamas and Guernsey.

Goldman Technology Banker to Join Hedge Fund Coatue

Goldman Sachs was the top-ranked adviser on mergers and acquisitions

Hedge fund partner hired by Morgan Stanley to run FX desk

Gilraine was among a handful of JPMorgan traders to be swayed across to Stewart’s new venture

BMO Private Bank Names Regional President, North Central States

Johnson Will Be Responsible for Delivery of Wealth Management Solutions in Wisconsin, Minnesota, Indiana, Kansas and Missouri

DoubleLine says hires 2nd Pimco employee for mutual fund operations

DoubleLine Capital, the bond management firm run by Jeffrey Gundlach, on Monday said it had hired its second employee from rival Pimco as the Los Angeles-based company continues to build out into new lines of business.

Merrill Lynch Wealth Management exec leaves after 2 months in new job

Who was drafted from the commercial banking ranks of Bank of America two months ago to take a senior sales management position at Merrill Lynch Wealth Management, is leaving the company

Huntington Bank Appoints Chief Investment Officer

Huntington Bancshares Inc. has named John Augustine, a well-known investment strategist, as chief investment officer for The Private Client Group, Huntington announced today.

Morgan Stanley Hires Whitman From Barclays to Advise Financials

Morgan Stanley, the top-ranked merger adviser so far this year, hired Barclays Plc’s Brad Whitman for its financial institutions banking group.

Sun Life Financial announces new General Counsel

Sun Life Financial Inc today announced the appointment of Melissa Kennedy as Executive Vice-President and General Counsel.

Stifel Financial hires team of advisers from Wells Fargo, UBS

A UBS spokesperson declined to comment on the departures

AllianceBernstein Appoints Head of Global Product Strategy

AllianceBernstein L.P., a global investment management firm with $454 billion in assets under management, announced today that Robert Hostetter has joined the firm as Global Head of Product Strategy

Two more Morgan Stanley bankers team up with Drahi

Two Morgan Stanley veterans are leaving to team up with French billionaire Patrick Drahi

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