Managers of Wealth Americas

True North Advisors Hires Melissa Lucas and Susan Rowinski to Elevate Expanding Family Wealth Offering

Melissa sits on the Investment Committee and will be a key thought leader as True North further expands its service offerings.

JanOne Appoints its Chief Revenue Officer and President of its Fintech Subsidiary, ALT5 Sigma

Vay's expertise will be invaluable as we educate our end-users on the breadth of the ALT5 portfolio.

$1.3B Las Vegas Team Departs Morgan Stanley for Raymond James

The seven advisors making up the team are joining Raymond James’ employee advisor channel.

Two Wealth Management Veterans Join Fiduciary Trust International in Atlanta, Continuing to Build Local Team

Industry Veterans Join Firm from Bank of America Private Bank, Attracted to Fiduciary Trust International’s Nearly 100-Year History Serving High-Net-Worth Clients, and Southeast Growth Strategy

BBH Grows its Infomediary® Data Solutions Team with Hires in Boston and London

BBH is pleased to announce it has grown its Infomediary® Data Solutions team in the U.S. and Europe to support its continued investment in data solutions.

Two Wealth Management Veterans Join Fiduciary Trust International in Atlanta, Continuing to Build Local Team

Industry Veterans Join Firm from Bank of America Private Bank, Attracted to Fiduciary Trust International’s Nearly 100-Year History Serving High-Net-Worth Clients, and Southeast Growth Strategy

RS Will Wealth Management Welcomes Eric. M. Johnson, Financial Advisor

Eric brings over 12 years of industry experience to the team.

SCS Financial Appoints Lane MacDonald as Chief Investment Officer

Additionally, he will oversee a team of roughly 20 investment professionals across asset classes.

UBS appoints Ryann Kilgore to lead Greater New England Market

Ryann brings nearly 20 years of wealth management experience to the role.

Golden State Wealth Management proudly welcomes Ben Schulte, Founder of Omega Wealth Management, to its community of advisors

Ben, a seasoned wealth manager, is committed to providing tailored services to all clients.

NewEdge Wealth Welcomes Brian Nick to Investment Management Team

Experienced manager joins from The Macro Institute with experience at TIAA/Nuveen, UBS Wealth Management and New York Federal Reserve Bank

Fidelis Capital Welcomes Douglas Rothermich as Partner and Wealth Strategist

Rothermich oversaw all high-net-worth planning for TIAA and directly advised clients holding over $1 billion in assets; he brings three decades of experience serving ultra-high-net-worth clients and institutions to Fidelis Capital.

Veteran Wealth Management Executive Jeff Markham Joins Stifel to Bolster Growth and Expansion

He will be based in Dallas, Texas.

US tech unicorn Sigma hires first general counsel from San Francisco boutique

Ali Harmer moves back in house after four-and-a-half-year stint at Coda Law Group

Reynolds Asset Management appoints SVP to manage acquisitions

His experience has allowed him to help source, underwrite, negotiate and close on approximately $80 million of deal capitalization for the firm, and assist with some asset management needs.

Senior Fixed Income Portfolio Manager Joins Mesirow from Northern Trust Asset Management

Previously, Dan was a Senior Portfolio Manager at Northern Trust Asset Management

RBC Attracts $915M Team from Truist

The team moving to RBC also includes senior business associates

Northern Trust Asset Management Names Co-Head of Wealth Client Group

Previously, she was regional sales manager at Vanguard, client advisor at J.P. Morgan Asset Management, national sales manager and co-head of wealth management distribution at Merrill Lynch & Co. and a regional director at Goldman Sachs.

Callie Cox Joins Ritholtz Wealth Management As Chief Market Strategist

Fast-growing RIA adds Cox to lead client communications on investment strategy and market analysis

Morgan Stanley managed advisory banker exits

A private banker in the US lender’s managed advisory team in Singapore has left the company.

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