Managers of Wealth Americas

SEI appoints new director of business development for wealth management

She brings with her nearly a decade of experience in segments of financial-services and estate-planning strategy.

Goldman Sachs’s Pope Said to Be Leaving Leveraged Loans Post

Michael Pope, a managing director in loan sales at Goldman Sachs Group Inc., is leaving the firm, according to two people familiar with the matter.

Bank of America Changes Strategy Chief Again

Bank of America has quietly changed strategy chiefs for the third time in three years.

Fieldpoint Private Welcomes Former J.P. Morgan Wealth Advisor

In 2010, she authored the book, Does this Make My Assets Look Fat? - A Women's Guide to Finding Financial Empowerment and Success (St. Martin's Press).

Marsh Makes Key Appointments in Private Client Services

She has 22 years of insurance industry experience as a broker, high net worth client advisor, and underwriter.

RBC Wealth Management further builds Americas desk with two hires

They both join the Americas desk, and report to Martin Heale, who was appointed Head of Americas in July 2011.

First National Bank hires vice president of private banking

Ms Maze will support the loan and deposit needs of high net worth clients in Mahoning, Trumbull, Lake and Geauga Counties. She will report to David Yates, Senior Vice President, Private Banking Group.

Bank of America Names Virginia President

"Gary brings tremendous experience in financial services to this important leadership role as well as a dedication to serving the community."

Wedbush Lures MSSB Advisor

Wedbush currently has more than 400 advisors in 100 offices around the country.

Wells Fargo hires from Morgan Stanley, UBS, Chase

Wells Fargo & Co has bolstered its independent broker force with the addition of three veteran adviser teams from rival firms Morgan Stanley Smith Barney, UBS Wealth Management Americas and Chase Bank.

Goldman Sachs announces next chief financial officer

Goldman, which saw profits slide in the second quarter, also said that it will soon be appointing more independent directors to its board.

Sterling Bank Names Wealth Management Director

She and her team work with the mass affluent market to help individuals and families grow, manage, protect and transfer wealth.

McKinley Carter Wealth Services boosts team

He has accumulated 30 years of experience directly in the field of investments during which he has overseen investment programs with more than $6 billion in assets under management.

William Blair names new Director of Private Client Advisors

A 16-year veteran of the retail wealth management industry, has extensive business development and expansion experience. He spent the last nine years at Morgan Stanley Smith Barney

Goldman Power Exec Goes With Cogentrix to Carlyle

He s currently a Managing Director at The Goldman Sachs Group with responsibility for power asset investments made through Cogentrix Energy, an independent power producer and wholly owned subsidiary of Goldman Sachs.

Merrill advisers go independent, join Concert Wealth

He said he made the move to be able to have greater independence in offering financial planning and investment advice more in line with his clients' interests, rather than feel pressured to push any particular bank products to them.

HSBC Hires Michael Regan to Head US Credit Trading Business

HSBC Holdings has hired Michael Regan from Royal Bank of Scotland Group to head its U.S. credit trading group.

Goldman Kills 2-Year Contracts for New Investment Bankers

New hires will be offered a permanent position, with no requirement or expectation that they leave after two years, according to a spokesman for Goldman.

CFPB appoints Citi's Peluso to Consumer Advisory Board

New 25-Member Board Created to Help Federal Agency Protect Consumers by Providing Expertise on Emerging Trends and Practices in Financial Services

Nomura's Americas Equities Chief to Leave Firm

CEO Koji Nagai, 53, is cutting $210 million in expenses in the Americas as part of a plan to make the Tokyo-based bank’s overseas operations profitable by June 2014.

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