Managers of Wealth Americas

Southwest Securities Expands Private Client Group

The team provides a full range of investment and advisory services, specializing in fixed income investments for institutional and individual private clients.

Grosvenor Fund Management Appoints Charles Walters Managing Director

He will be responsible for the development and management of a perpetual life investment vehicle focusing on real estate.

Raymond James Cuts 200 Jobs in Morgan Keegan Purchase, CEO Says

Morgan Keegan employees accounted for about two-thirds of the job cuts and the rest worked for St. Petersburg, Florida- based Raymond James, Reilly said today in a phone interview.

Bank of America Hires More Than 45 Small Business Bankers in Georgia

The additions are part of the company’s previously announced plan to hire 1,000 small business bankers across the nation by mid-2012.

Dynasty Financial adds industry veteran to its board of directors

The total number of Board Members is now eleven.

Signature Bank forms new subsidiary

Names Major Middle Market Private Client Banking Team on Long Island While Appointing Additional Team and Expanding Another in Manhattan

The Presidio Group Launches Private Endowment Practice

Former University of Chicago, Princeton Executive Peter Stein to Lead Effort

Raymond James announces new hire

John Carson, Jr., former CEO of Morgan Keegan, takes over as head of the combined Fixed Income and Public Finance divisions and will be president and executive committee member of the parent company. Kevin Giddis will serve as head of Fixed Income and Rob

UBS’s McCann Taps 3 Former Merrill Colleagues to Rebuild

The panel includes Samuel Molinaro, an ex-Bear Stearns Cos. chief financial officer who joined UBS last month, and Shawn Lytle, head of money management in the Americas.

Gresham Partners boosts alternative and private equity investments operations

Prior to Gresham, Joeng was a portfolio manager and non-marketable securities officer at Williams College Investment Office where he was responsible for managing and investing the college’s private equity and real estate/real assets portfolios.

BlackRock Announces Departure of Som Seif

Som Seif founded Claymore in Canada in 2005 and grew the business to nearly $8 billion in assets, making it one of the fastest growing investment firms in Canadian history.

Lead Director Named at Goldman‎

The reshuffling comes three weeks after a trenchant op-ed appeared in the New York Times penned by resigning Goldman exec, Greg Smith, accusing the firm of putting profits ahead of its clients’ interests.

Former BofA-ML Advisor Accused of Fleecing NFL Star Dwight Freeney

That client, who is only identified in court documents as “D.F., a professional football player” is Indianapolis Colts defense end Dwight Freeney, an official confirmed.

Westwood Trust adds to its wealth team

Prior to joining Westwood Trust, he served as Private Client Associate Advisor for First National Bank/Wealth Advisors

RBC Wealth adds veteran Morgan Stanley broker

He the latest big RBC Wealth hire from Morgan Stanley Smith Barney

Evercore Wealth Management Boosts team

He joins Evercore Wealth Management from Convergent Wealth Advisors, where he served as a lead advisor to high net worth families

Barclays adds wealth advisers from Morgan Stanley

The Wealth and Investment Management division of Barclays has announced the hire of two Investment Representatives to its Los Angeles office, as it grows rapidly in the metropolitan Los Angeles region.

Wunderlich Securities Expands Its Private Client Group in Houston

For more than 40 years, Lynn Houston provided his clients customized financial strategies to help them achieve their life goals.

BNP Investment Partners appoints new North American head

He will relocate to New York as chief executive of both BNP IP North America and Fischer Francsi Trees & Watts (FFTW), a BNP IP subsidiary which specializes in U.S. and global fixed income.

UBS's Kaushik Amin Among Americas Executives Said to Leave Firm

UBS AG's Kaushik Amin was among at least four executives to leave the investment bank's operations in the Americas, said two people familiar with the matter.

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