Managers of Wealth Americas

Banc of California Appoints Eric Holoman to Board of Directors

Mr. Holomon also was appointed as Chair of the Banc of California Board's new Community Reinvestment Act Committee.

U.S. Trust Bolsters Staff of Private Client Advisors

U.S. Trust, Bank of America's private wealth management business, is Bolstering its Staff of Private Client Advisors.

Northstar Wealth Partners lands team managing $860M

orthstar Wealth Partners as landed a team with $860 million in assets.

Principal Global Investors Announces New Managing Director, Consultant Relations

Maureen Hays to lead firm's consultant relations practice

Raymond James snags four industry bigs in RIA push

The firm plans a media campaign beginning in September to get the word out about its custody service as well as options for hybrid advisers.

ING Investment Management adds to its EMD team

ING Investment Management has announced the appointment of Daniel Eustaquio as senior portfolio manager Hard Currency,

Ocean Bank appoints wealth management head

Miami-based Ocean Bank was the sixth-largest bank based in South Florida on March 31, with $3.4 billion in assets.

Sovereign names new CEO

Sovereign Bank and its Spanish parent, Santander Holdings USA, said that Jorge Moran has stepped down as CEO of both entities

U.S. Bank Wealth Management Makes Three Appointments

Eric Stern has been appointed managing director of private banking for Ascent Private Capital Management of U.S. Bank.

Union Bank Vice Chairman John Erickson to Retire

He will continue to serve as an advisor to President and Chief Executive Officer Masashi Oka

Bank of Tokyo-Mitsubishi UFJ Announces Integrated Business Leaders for BTMU Americas Holdings

Assembling these strong leaders into one combined management team will align our business units and amplify their capabilities across geographies and markets

Oppenheimer Strengthens Healthcare Investment Banking Team

Oppenheimer & Co. Inc. announced that Marc Cabrera has joined its Healthcare Investment Banking Group as Managing Director and Head of Healthcare Services.

Changing of the guard at Highbridge Capital Management

Highbridge Capital Management LLC said its co-founder, Glenn Dubin, has appointed Goldman Sachs veteran Scott Kapnick as chief executive.

BNY Mellon Expands Wealth Management Team

In Philadelphia, Francis Schickling Jr., Karin Kinney and James Lu have joined the firm’s portfolio management teams, and Jonathan Sprogell has joined the private banking team.

U.S. Bank snags senior trust professional from Bank of America

The Private Client Reserve defines high-net-worth clients as those with more than $1 million in investable assets.

Raymond James lands adviser team in Pennsylvania

Raymond James Financial Inc said on Thursday it hired a team of veteran advisers who managed more than $350 million in clients assets to join its independent broker-dealer division in Pennsylvania.

Elite Connecticut Wealth Management Team Joins Northstar Wealth Partners

The duo will continue to practice with the direct support of their client service specialists Colin Dugan and Amy Lawler.

Morgan Stanley commodities marketing head departs

The news was first reported on industry website SparkSpread.com.

Deutsche Bank Said to Hire Goldman’s Kitidis in Wealth Push

She’ll be part of a push by continental Europe’s biggest bank to boost profits from advising the rich and to catch up with UBS AG and Credit Suisse Group AG.

BMO Global Asset Management Strengthens Institutional Sales, Trust and Custody Efforts

Sean's extensive experience, investment knowledge and leadership skills will be invaluable in strengthening and complementing BMO's dynamic Institutional Sales team

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