Managers of Wealth Americas

Convergent Founder Teams Up with Carson Wealth

Steve Lockshin, founder and chairman of top RIA firm Convergent Wealth Advisors, has joined the executive board of Ron Carson’s firm

Top recruiter exits HighTower

The departure of the acclaimed Schwab veteran is a palpable sign for some that the roll-up is going in a new direction

Baird Private Wealth Management appoints regional director

Previously he was Director of the Texas Market for Baird. Kovics joined the firm in 2010 as branch manager of Baird’s Dallas wealth management office.

David Schamis Joins Atlas Merchant Capital

Atlas Merchant Capital, founded in 2013 by Bob Diamond, today announced that David Schamis, formerly a Managing Director at J.C. Flowers & Co. LLC, a private equity firm that invests in financial services firms, has joined Atlas as a Founding Partner.

Morgan Stanley Hires Advisers from Fulcrum Securities, RBC Street Moves

Morgan Stanley's retail brokerage arm has hired three financial advisers from smaller wealth management firms.

Evercore boosts Investment Banking business

He was Head of the Financial Institutions Group for Latin America at Salomon Smith Barney.

Lazard expands Private Fund Advisory Group

Previously, she was a Director with Credit Suisse Securities, which she joined in 1999, when the firm acquired Donaldson, Lufkin & Jenrette, where she began her career in 1997.

VisionQuest Wealth Management appoints new President

In his new role at VisionQuest, he will lead the firm’s asset management business, all of their investment strategies (both private and public), and the firm’s acquisition strategy as VisionQuest gears up to acquire nearly $1 Billion in assets

UBS hires 6 advisers from Morgan Stanley

The advisers managed about $500 million in assets at Morgan Stanley Smith Barney

$2B RIA Adds Morgan Stanley Advisors

Joining the BWC team will give us more flexibility and access to deeper resources in managing investments

Brown Brothers Harriman Names Chief Information Officer

He is responsible for the management and leadership of the firm's technology strategy, application development, and systems infrastructure across all business lines.

Benjamin F. Edwards expands in New York

Clayton-based Benjamin F. Edwards & Co. said the new office in Corning, N.Y., has three advisers and is led by David Davies, formerly of RBC Wealth Management.

Wells Fargo names New Regional President

He will be replacing Lucia DiNapoli Gibbons who in November was promoted to head the Eastern Business Banking Group.

Independent investment adviser promotes six team members

In the wealth management and tax practice areas, Eric Ensign and Evan Judge have both been promoted from senior client associate to client advisor.

Manulife Asset Management Names Managing Director and Derivatives Portfolio Manager

ary is an experienced portfolio manager with deep expertise in derivatives

Igo named CEO of Sanibel Captiva Trust Company

He will serve as CEO of the organization and also retain his duties as the president of The Tampa Bay Trust Company.

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

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