Managers of Wealth Americas

JPMorgan Appoints Senior Investment Banker

Mr. Walker, who previously spent 22 years working at JPMorgan before leaving the firm in 2001, will be based in New York and will start later this month.

Abbot Downing Names Investment Banking Veteran Head of Banking

He joined the Wells Fargo Portfolio Management Group in 2001 and was ultimately named managing director, where he led a team that manages a portfolio of complex transactions related to investment banking and traditional commercial lending.

HSBC appoints head of U.S. payments and cash management

He will be based in New York and jointly report to Steve Bottomley, Head of Commercial Banking, North America and Diane S. Reyes, Global Head of Payments and Cash Management.

Morgan Stanley adds brokers from UBS, Credit Suisse

Jenkin and Ferrante managed $210 million in client assets at UBS and generated $1.3 million in revenue last year.

US wealth firm opens San Diego office, expands advisory group

BHWM expands West Coast presence, begins services in San Diego

Janney Capital Markets sppoints co-head of equities

In addition to his experience at Janney, serving as Managing Director, Head of Trading & Sales Trading since joining the firm in 2009, Woodford brings to his new role a strong record of client service and leadership that also includes 10 years with Ci

Sandy Cove Advisors hires new chief investment officer

Kate comes to Sandy Cove Advisors with a strong background in investments spanning 19 years.

LPL Financial rolls out new executive hire

He joins from Huntington Bank

Goodwin Procter expands private investment funds practice

He comes to Goodwin from WilmerHale where he was a partner and chair of the firm's Fund Formation Practice Group.

Maxim Group expands equity research team

Prior to joining Maxim Group, he was a research analyst at Cantor Fitzgerald where he covered mortgage REITs and small and mid-cap commercial banks.

Nashua Capital appoints new Managing Principal

Reynolds brings over 25 years of portfolio management and fiduciary experience to Nashua Capital Management. In his most recent position, he was VP Senior Portfolio Manager for TD Wealth’s Private Investment Counsel Division.

The Boston Consulting Group Elects Rich Lesser as Its Next CEO

It has opened 17 new offices worldwide and established itself as a full-service management consultancy with global reach.

Nelson Peltz Gets a Leg Up at Legg Mason

Long known as a vocal advocate of returning cash to shareholders—and twisting management's arms—Peltz is generally seen as the driving force behind much of Legg's recent streamlining.

Nomura hires from JPMorgan for Americas equities

In addition, Nomura announced the opening of sales offices for US product in London, Boston, Chicago and San Francisco.

Barclays adds four advisers to New York wealth team

Barclays has announced that it has hired four Investment Representatives who will be based in New York in the Wealth and Investment Management division.

Top US bank said to cut 20 London investment-banking jobs

The firm has about 8,000 employees in the London investment bank, the person said.

Bank of the West Hires Trust Services Leader as Chief Fiduciary Officer

Scott Cripps Brings Broad Perspective Gained from Serving in Senior Trust, Tax and Estate Planning Roles

Philadelphia Financial announces the expansion its Alpha Alliance network

Members of the Alpha Alliance, established over a year ago, receive full support from the professional staff of Philadelphia Financial, as well as direct access to the firm's proprietary systems and technical expertise.

Private Bank of California rolls out new executive hire

Joining the Executive Management Group in the Bank's Century City office, Dondanville will leverage her 25 years of banking experience to streamline operations, improve information technology and oversee facilities and cash management at the Bank.

Citi Private Bank expands West Coast team

He joins from JPMorgan's wealth management group

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