Managers of Wealth Americas

Raymond James Adds Veteran Advisor

Hall joins Green Financial Group, an independent firm located in Houston.

Morgan Stanley lands Wells, UBS advisers in Florida

It has expanded its adviser force in Florida with hires from rival brokerages Wells Fargo Advisors and UBS Wealth Management Americas.

U.S. Bank Hires Historian for UHNW Business

Ascent Private Capital Management, the ultra-high-net-worth business of U.S. Bank, is rounding out its national team of wealth experts.

Morgan Stanley dealmaker Heaton on wealth team

Heaton joined his twin, Eric Heaton, at Morgan Stanley's wealth business, as the brothers were reunited under the unit's head, Greg Fleming.

UBS Wealth adds adviser with $475 million assets

UBS AG's Wealth Management Americas hired a veteran adviser from Louisville

Wells Fargo Names New Prime Brokerage Chief

Wells Fargo has nabbed a top Deutsche Bank prime brokerage executive

John Hancock Funds Names Christopher Fuschillo to Institutional Sales Team

We have experienced strong growth within the broker-dealer platform channel

Nomura Said to Hire Credit Suisse’s Kulkarni

Nomura has been hiring and reassigning existing workers amid a global push to increase fixed-income staff in Asia, the Americas and Europe.

OppenheimerFunds Promotes CIO to President

In this new capacity, Mr. Steinmetz will help drive the firm's strategic mission and continue to foster and build the firm's investment capabilities and culture.

Wells Fargo Bolsters Prime Brokerage Unit

The moves detailed in a Wells Fargo statement today are the firm’s latest bid to round out its investment bank and move into activities dominated by competitors.

Wells Fargo Restructuring Banker Leaves

She plans to help grow “KCC” as it’s known and contribute to strategic partnerships.

Bank of America Merrill Lynch sheds top muni analysts

The departures are not part of a workforce reduction,

Manal Corwin Re-Joins KPMG As Head Of International Corporate Services And Principal-in-Charge

Manal Corwin has returned to KPMG LLP

Midland States Bank Wealth Management Group names new CIO

Wealth Management Group of Midland States Bank has hired John P. Culhane, with more than 30 years of financial investment management and leadership expertise, as chief investment officer.

Northern Trust Names Global Sales and Marketing Director for Family Office Group

Northern Trust has selected David C. Albright to lead sales and marketing for its Global Family & Private Investment Offices group, effective immediately.

Raymond James Nabs Morgan Stanley Vet

Active in his community, he specializes in helping individuals and families plan for and live well in retirement.

BNY Mellon Wealth Management Adds Sales Directors in Dallas, Boston, Seattle

BNY Mellon Wealth Management is wasting no time in executing on an ambitious plan to ramp up its sales force.

Nomura Strengthens Equities Product Offering in the Americas

Nomura continues to gain traction and share in the U.S. capital markets, and we are building on that momentum to serve our clients by expanding our product line and adding trading talent,

JPMorgan Chase CIO Chiarello steps down

Chiarello had "decided to pursue new opportunities outside the firm".

Baird Adds Veteran Financial Advisor in Chicago

Baird has announced that it has added Paul Donnelly, CPA, as a Director and Financial Advisor in its Chicago wealth management office.

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