Managers of Wealth Americas

BNY Mellon boosts Atlanta wealth management team

The wealth management business of BNY Mellon, the global leader in investment management and investment services, has hired two financial services professionals at its Atlanta office.

Wells Fargo appoints head of financial institutions mergers & acquisitions

He joins Wells Fargo Securities from Deutsche Bank, where he was a managing director and head of Financial Institutions M&A – Americas

Wedbush Adds Morgan Stanley Adviser

Former Morgan Stanley Smith Barney Vice President joins the Wedbush Private Client Services Group

Morgan Stanley Nabs Advisers From Wells Fargo

Morgan Stanley's retail brokerage has added three new brokers

Scotiabank Announces Brian Porter's Appointment as President

I am extremely pleased to welcome Brian to the role of President

Eaton Vance Appoints Former UBS Exec as Director of Retail Sales

He will be based in Boston and report to Matthew J. Witkos, President of Eaton Vance Distributors, Inc.

Merrill Gets Flexible to Woo Top Talent

Brokers now have more bargaining power if they choose to change firms, recruiters say

RiverPoint Capital Management Expands Leadership Team

The promotions fall on the heels of the firm's 10-year anniversary and are intended to position the firm for future success over the next 10 years and beyond.

Baird hires branch manager from UBS in Minnesota

Karen Heintz joined Baird on Thursday from the St. Paul branch of UBS

Brevan Howard hedge fund hires Credit Suisse traders: report

Carson ran Credit Suisse's U.S. dollar swaps desk, according to the Bloomberg report.

KPMG Expands Corporate Finance Team

"We're extending our depth of talent along key industry segments where we see continued trends toward transformation and change such as healthcare, technology, energy & infrastructure and real estate,"

Wells Fargo hires ex-Merrill director for Abbot Downing business

He will oversee the delivery of asset management, banking, planning, trust and fiduciary, and family dynamics services through dual offices in New York and Philadelphia.

BNY Mellon adds to New York wealth management team

He brings Nearly 30 Years of Experience to the Tri-State Private Banking Group

Bank of America names new president for Michigan

As state president, Elliott will serve as the company's enterprise leader in Michigan

Raymond James Snags Wells Fargo Adviser

A 25-year industry veteran he began his financial services career at A.G. Edwards and remained with the firm as it transitioned into Wachovia, and later Wells Fargo.

Signature Bank appoints new private client banking team

Signature Bank has announced the appointment of a new private client banking team that joined its Garden City, Long Island, New York office.

Fund manager jumps to Eaton Vance for new multi-sector fund role

She joins Eaton Vance from Loomis, Sayles & Company, where she was a vice president and portfolio manager for the fixed income group. She has 28 years of investment experience as a portfolio manager and trader.

Brown Advisory Hires Wells Fargo Head of Sales and Trading

Appointment Extends the Firm's Leadership and Expertise in Managing Private Client Portfolios

Visa Names Former JPMorgan Chase Retail Head as New CEO

Prior to that, he served as CFO of Bank One from 2000 to 2002 and spent 13 years at Citigroup and its predecessor companies.

Private Ocean Brings a New Advisor on Board

He has served as an advisor to small and middle market business and high net worth individuals in the areas of tax planning, wealth management, accounting issues, succession planning, real estate investments and strategic planning.

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