Managers of Wealth Americas

Veteran Rothschild banker to head Cartier in UK

An automatic message via e-mail confirmed that he had left Rothschild, where he was a managing director since 2001.

Baird Names Chief Operating Officer

He takes on the new role in addition to his current responsibilities as Director of Investment Banking and co-head of Baird’s Equity Capital Markets business.

Family Office Exchange appoints new CEO

He has extensive experience working with family offices and wealth advisors. Since 1999, he has operated his own consultancy helping families set up and recruit for their Family Offices.

Oppenheimer Asset Management Announce New Appointments

Gained three outstanding research strategists who have enjoyed distinguished careers.

Guggenheim Launches Guggenheim Digital Media; Appoints New Chief Executive Officer

New Company to Expand the Firm’s Media and Entertainment Presence

Genworth Financial Wealth Management Names New CTO

Brings 25 years of senior technology leadership to the role in which he will be responsible for continuing to build a world-class client experience for financial advisors using the Genworth Wealth Management platform.

Spartan Group Names MD and Head of Tech Investment Banking

He brings over 20 years of experience in investment banking and private equity and has participated in merger, acquisition, advisory and financing assignments for domestic and international clients.

Citigroup Emerging Markets Head to Leave the Bank

He’s responsible for “prioritization, resource allocation and portfolio optimization” across the bank’s operations in emerging markets, according to a profile on Citigroup’s website.

BNP Paribas Hires Credit Salesmen for U.S. Unit

Both report to the firm’s head of fixed-income sales.

Former Crosswind Investments Exec Joins Brown Advisory as Partner

He joins Brown Advisory from Crosswind Investments, an investment management firm he founded and led until selling it to the Lee Munder Capital Group in 2012.

CNB Bank names new VP of wealth and asset management division

He is responsible for the oversight of client investment portfolios.

HighTower Adds Merrill, UBS Advisors

HighTower, the nation's first advisor-owned financial services firm serving wealthy families and institutional clients, remains a desirable destination for top-ranking advisors who value independence and a client-focused culture.

Genworth Financial Wealth Management boosts leadership team

He brings 25 years of senior technology leadership to the role in which he will be responsible for continuing to build a world-class client experience for financial advisors using the Genworth Wealth Management platform.

Manulife Executive to Join RBC Wealth Management

Royal Bank of Canada has snared one of Manulife Financial Corp.'s top executives

Morgan Stanley advisers move to rivals UBS, Merrill

Top U.S. brokerage Morgan Stanley Wealth Management lost two veteran advisers teams in Short Hills

Financial Author Joins The BAM ALLIANCE and Buckingham Asset Management

Bestselling Author and Financial Blogger Has Joined The BAM ALLIANCE as Director of Investor Advocacy and Buckingham Asset Management as a Wealth Advisor

Genworth Financial Wealth Management Names New CTO

New Leader to Focus on Client Experience

Ex-Goldman Prime Brokerage Director Joins S3 Partners

S3 is the leading provider of independent solutions, insight and advice to manage counterparty risk and financing cost for asset managers and financial institutions worldwide.

Managing Director Elected President of California Hedge Fund Association

Sunrise Capital Partners announced that Managing Director has been elected President of the California Hedge Fund Association

Foster Group Announces Organizational Changes To Build An Enduring Company

Three additional leadership roles are part of these changes as well.

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