Managers of Wealth Americas

Kirchner Group Continues to Expand with Addition of M&A Veteran

“Boris is an excellent addition to our transaction team,” stated W.B. Kirchner, Founder and CEO of the Kirchner Group. “He is the ideal fit for us.

IBERIABANK Names Capital Markets Manager for IBERIA Corporate Services

IBERIABANK, the 126-year-old subsidiary of IBERIABANK Corporation, is pleased to announce the naming of David Shutley, as Executive Vice President of IBERIA Corporate Services and Capital Markets Manager for the Company.

Threadneedle hires JPM’s Grant for US equities team

J.P. Morgan Asset Management’s Nadia Grant is to join Threadneedle as part of its US equities team, headed by Cormac Weldon.

Baker & McKenzie's boosts North America Tax Practice

He has joined Baker & McKenzie's North America Tax Practice as a partner, adding to the Firm's broad experience advising partnerships real estate investment trusts and other real estate investors, real estate developers, corporati

Atlantic Trust Expands Investment Team

This addition marks the 37th new hire since January 2013, as Atlantic Trust continues to attract top talent to the firm.

Brown Advisory Welcomes New Partner

Brown Advisory, an independent investment management firm with approximately $46 billion in client assets, today announced the appointment of Edward X. "Trey" Tune as Portfolio Manager and Partner in North Carolina.

Mariner Wealth Advisors boosts team

Latest senior wealth advisor will provide client-focused planning services and will serve on Mariner's Investment Committee

Evercore Wealth Management Vet Joins Convergent

She is both incredibly talented and has deep experience in building trusted relationships with clients.

Paula Sausville Arthus Appointed President and CEO of Omgeo

Marianne Brown steps down as CEO to pursue new opportunities

Canaccord Genuity appoints Wealth Management head in Canada

Under his leadership, we will maintain our focus on enhancing the operational efficiency of the business, reinvigorate our recruitment efforts and continue to provide our clients with exceptional service levels.

GrizzlyRock Capital expands management team

Alternative asset management firm GrizzlyRock Capital has appointed Chris Ricciardi as managing partner and head of business development and Doug Laux as chief financial officer.

Northern Trust Adds Private Equity Expertise to Alternatives Group

These appointments help to strengthen and diversify our capabilities in private equity

Raymond James Recruits $2.3 Million Team

We are delighted to welcome yet another accomplished team of advisors to Raymond James,” said Perry

Former Barclays Wealth exec joins U.S. Capital Advisors

"Steve's experience in Wealth Management as well as his expertise in capital markets will make him particularly effective in translating the USCA platform to sophisticated financial advisors," added Mendenhall.

PAAMCO names four new partners

All four are based in PAAMCO’s Irvine, California office. These promotions highlight the firm’s focus on developing its employee-ownership and ongoing succession plan.

SAC’s Ghiya Said to Quit Amid Plans to Start Hedge-Fund

SAC Capital Advisors LP money manager Vishal Ghiya resigned from his role, telling management last week that he plans to start his own hedge-fund firm

Trevor Dean Joins Windham Capital Management as Director of Sales

Windham Capital Management, a leading research-driven asset management firm, today announced the appointment of Trevor Dean as Director of Sales.

BMO Global Asset Management Expands Team With Four New Hires

As always, our top priority is providing our clients with service excellence, and our expanded team will help us continue delivering on that promise.

Houston-based wealth management firm names new President

He will oversee his clients as well as lead the firm’s relationship managers, strategists, estate administration and special asset specialists.

Goldman Takes Over As AssetMark CEO

He replaces Gurinder Ahluwalia in the CEO role effective immediately.

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