Managers of Wealth Americas

Withers welcomes Laurence Ho back as partner in Hong Kong

Laurence is qualified in New York and Massachusetts and works with individuals and families with a connection to the US on international tax, trust and estate planning matters.

Appoints Managing Director and Senior Analyst Covering the Fintech Sector

Kumar Brings Extensive Financial Services Experience to Lead a Four-Person Team that Reflects Oppenheimer Research’s Commitment to FinTech and Payments

State Street appoints new CEO of Brazil

Prior to joining State Street, Tomas worked for Standard Chartered in Brazil

Regions Bank Names Connie Rogers as Regional Wealth Executive for Texas

Rogers brings 25-plus years of industry experience to regional executive role.

Rothschild & Co hires Brandon Aebersold and Parry Sorensen as Managing Directors in North America

Senior hires bolster the firm’s Restructuring team in the United States.

RBC unveils executive leadership shuffle

The bank’s decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows

$46bn Integrity Wealth hires Alvarez & Marsal exec as president

Craig Walling has left the global management consultancy to lead Integrity Marketing’s newly rebranded wealth business.

Alexandra Barth joins the Corporate & Investment Bank as Co-head of Leveraged Finance

Alex received a Bachelor of Arts from Dartmouth College.

Chubb Appoints David Lupica Vice President, Chubb Group and President of Westchester, Company's Wholesale E&S Business in North America

Lupica succeeds Scott Meyer

Ana Robic and Ben Rockwell Appointed Senior Vice President, Chubb Group

Ana Robic has more than two decades of insurance experience

Snowden Lane Partners Bolsters Coral Gables Office, Adds Managing Director

Industry Veteran, Felipe Torres, Joins Snowden Lane’s Ureña Wealth Management Group

Integrity Names Industry Veteran as President of Integrity Wealth

Craig is an incredibly capable and seasoned leader

Blackstone taps Citi veteran Tyler Dickson for a key role in credit business

Private equity firms have been lately moving towards the fast-growing business of credit.

RFG Promotes Shannon Spotswood to CEO

RFG Chief Investment Officer Rick Wedell will take over as RFG’s president while retaining his CIO duties.

Three-person advisor team joins UBS Private Wealth Management in Tampa, FL

These talented financial advisors employ a comprehensive planning approach to meeting the financial needs of clients and are great additions as we continue to grow our capabilities and footprint in the region.

Chubb Reorganizes Latin American Region into Three Sub-Regions; Appoints Leaders for Each Territory

Region now comprises Northern Latin America, Southern Latin America and Brazil

UBS Hires Private Wealth Management Team in Westlake Village, CA

They focus on serving the complex needs of ultra-high-net worth clients

CME Group Appoints Global Head of Fixed Income

Dennis will now call on his expertise to oversee the most actively traded global benchmarks, futures and options at CME Group.

Chubb Appoints John Lupica Executive Chairman of North America Insurance

All of the appointments are effective immediately.

Jason Fial named partner at Scottsdale’s Wilde Wealth Management Group

Prior to joining Wilde Wealth, he was a financial representative for Country Financial for nearly 15 years and earned his bachelor’s degree from Arizona State University.

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