Managers of Wealth Americas

Raymond James Recruits $2.3 Million Team

We are delighted to welcome yet another accomplished team of advisors to Raymond James,” said Perry

Former Barclays Wealth exec joins U.S. Capital Advisors

"Steve's experience in Wealth Management as well as his expertise in capital markets will make him particularly effective in translating the USCA platform to sophisticated financial advisors," added Mendenhall.

PAAMCO names four new partners

All four are based in PAAMCO’s Irvine, California office. These promotions highlight the firm’s focus on developing its employee-ownership and ongoing succession plan.

SAC’s Ghiya Said to Quit Amid Plans to Start Hedge-Fund

SAC Capital Advisors LP money manager Vishal Ghiya resigned from his role, telling management last week that he plans to start his own hedge-fund firm

Trevor Dean Joins Windham Capital Management as Director of Sales

Windham Capital Management, a leading research-driven asset management firm, today announced the appointment of Trevor Dean as Director of Sales.

BMO Global Asset Management Expands Team With Four New Hires

As always, our top priority is providing our clients with service excellence, and our expanded team will help us continue delivering on that promise.

Houston-based wealth management firm names new President

He will oversee his clients as well as lead the firm’s relationship managers, strategists, estate administration and special asset specialists.

Goldman Takes Over As AssetMark CEO

He replaces Gurinder Ahluwalia in the CEO role effective immediately.

Ex-Citigroup Executive John Havens Joins Napier Park as Chairman

John Havens, who stepped down from Citigroup Inc. on the same day Chief Executive Officer Vikram Pandit resigned in October 2012, will join the bank’s former hedge-fund arm as non-executive chairman and partner.

Carlyle Hires UBS Executive for Market Strategies Group

The Carlyle Group, the big alternative investment firm based in Washington, has hired a UBS executive to bolster its capital markets expertise.

BlackRock’s Everett Departs as Co-Head of Client Unit

Post declined to comment on the reason for the departure by Everett, who was part of the U.S. client solutions unit that caters to investors such as pension plans, endowments and foundations.

BNY Mellon Wealth Management Hires Texas Leader, Washington Private Banker

BNY Mellon Wealth Management has nabbed an executive from Regions Private Wealth Management

Performance Trust Hires Veteran Investment Banker To Lead New West Coast Initiative

Named Managing Director of New Regional Office

Top executive to depart Wells Fargo Financial Network

Wells Fargo Advisors Financial Network, the bank's independent channel with more than 1,150 advisers, is shaking up its top management.

Bessemer Trust appoints philanthropy head

He reports to James L. Kronenberg, Managing Director and Chief Fiduciary Counsel for Bessemer Trust.

Summit Partners Announces Four Promotions

Summit Partners, a global growth equity investor, today announced four promotions in its Menlo Park and Boston offices.

Webster Private Bank Hires Director of Relationship Management

Webster Private Bank is gearing up for growth.

OppenheimerFunds Hires New Chief Compliance Officer

OppenheimerFunds' current Chief Compliance Officer, Mark Vandehey, who has been with the firm for more than 31 years, plans to retire after a transition period with Ms. Picciotto.

Blackstone Hires UBS Banker to Lead Energy Advisory Group

The investment banking arm of the Blackstone Group has hired a UBS executive to lead its energy and power advisory practice.

Coherence Hires UBS Vet As Partner

Prior to Coherence Capital he spent 16 years at UBS Investment Bank, most recently as managing director and co-head of investment grade credit trading.

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