Managers of Wealth Americas

Brown Brothers Harriman boosts Charlotte Wealth Management office

Prior to joining BBH he worked in business development for Afton Capital Management.

BNY Mellon Appoints Chief Information Officer

Currently CIO for the company's Financial Markets and Treasury Services businesses, as well as its Pershing LLC unit, Kumar is a member of the company's global Operating Committee

Northern Trust adds portfolio manager to D.C. Wealth team

Heilman reports to Joanie Stringer, managing director of the Washington, D.C., office, which opened in October to snag wealth management business in the area.

IFDS poaches GBST UK business head

Wilkinson has been with the wrap technology provider since March 2007, the firm provides the technology behind the Novia, AJ Bell, JP Morgan and Aegon Retirement Choices platforms.

Geller & Company taps vice chairman of advisory board

Long-Time Senior Deloitte Executive Brings Nearly 40 Years of Experience to Geller

RBC hires Morgan Stanley advisers in Houston

Advisers Gene Theobald, Otho Evans and Teresa Castillo joined RBC as a team from Morgan Stanley Smith Barney, where they managed $330 million in client assets and generated $2.6 million in revenue last year.

JPMorgan Chase to add up to 1,200 jobs in Delaware

Gov. Jack Markell praised the company's decision to bring new jobs to the state.

UBS hires managing director in real estate group

Leopold will be based in New York and will report to Jackson Hsieh, vice chairman of the investment banking group and global head of the real estate, leisure and lodging group.

Ernst & Young boosts its asset mgmt practice

Fidelity Investment's former deputy general counsel joins expanding Boston practice

oXYGen Financial taps three new experienced financial advisors

Alex and Sara Watson began their financial services careers with Ameriprise Financial and then worked with Allstate. Since, Mr. and Mrs. Watson represent the modern day married couple within the X and Y Generation, they thought oXYGen Financial would be t

First Republic Bank taps deputy head

Senior Trust Officer Sandy Christopher Joins Expanding Team in Boston

HSBC taps new CFO

McGinnis Succeeds Edgar Ancona, Retiring After 18 years at HSBC

Baird adds $800m adviser in Chicago

He said his goal is to double the firm's adviser base in the region to 65 advisers over the next three to five years.

Banner Bank Hires New Director of Marketing

She spent a number of years at Washington Mutual, leading the commercial group's marketing department.

Wells Fargo, RBC Grab 12 Morgan Stanley Advisors

While the move partly reflects ongoing dissatisfaction with the Morgan Stanley-Smith Barney integration, some experts say, it doesn’t reflect any new spike in advisor movement.

Ameriprise hires from Morgan Stanley

Adviser Richard Trotta joined Ameriprise on Friday in Florida from Morgan Stanley Smith Barney. He said an environment where advisers have easy access to top management was a big selling point for him.

RBC hires Morgan Stanley advisers in Houston

Kurtosys Systems boosts its senior team

Based in New York, Hendren will oversee global business development and marketing. His strong pedigree of revenue generation experience positions Kurtosys well for future growth and demonstrates a strong commitment to the North American business.

PNC elects president of the corporation

Demchak, 49, has been senior vice chairman of PNC since 2009, and since 2010 has held supervisory responsibility for all PNC businesses.

BofA Loses Veteran Banker‎

He stepped down this week as chairman of that business

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