Managers of Wealth Americas

PwC Admits Two New Partners in the Pacific Northwest

Joseph Olson is being admitted as a Tax Partner. He has more than 13 years of experience serving clients in the technology, life science and retail industries.

Association of Asian American Investment Managers names new President

Most recently she was a Vice President at Centinela Capital Partners

Otkritie strengthens global DMA team; Appoints US CEO

The news follows the appointment of Mikhail Sukhobok in May 2012, from MICEX-RTS, to head the firm’s global electronic trading division.

Beverly Hills Wealth Management Hires Western Division Director

Stahlberg joins has over 30 years of industry experience and will help grow and develop the firm’s regional and national presence.

Sloan Wealth add new executive

In his new position Mr. Davis will manage the investment portfolios of a select group of private clients, leveraging both the wealth management expertise of the firm and his significant experience managing assets.

UBS lands veteran adviser from Morgan Stanley

Mark Pomo, who had been with Morgan Stanley Smith Barney for more than two decades, moved to UBS in late May. He managed $230 million in client assets and generated more than $600,000 in annual revenue production last year.

TD Bank Group appoints Lord Gus O'Donnell as strategic advisor

Lord O'Donnell was Cabinet Secretary and Head of the U.K. Civil Service from 2005 to 2011, and served in that role under three British prime ministers.

Opes Advisors expands wealth management division

Prior to joining Opes Advisors he served as Senior Portfolio Manager for Morgan Stanley

Barclays strengthens its global Financial Institutions team

He will be responsible for establishing and strengthening Barclays transaction banking relationships with financial institutions across Latin America

Wells Fargo Snags Advisors with More Than $1.9B in Assets

Also joining Wells Fargo with the team are client associates Jennifer Smith and Davis Walker. The team reports to Richmond market manager Rob Withers.

Noted Civil Rights Attorney to Head Soros's U.S. Philanthropy

Zimmerman currently is a litigation partner heading the pro bono practice group at Lowenstein Sandler PC. He was part of the presidential transition team preparing the Obama Administration's strategy for the Department of Housing and Urban Developmen

Baker Tilly Names Managing Partner - Assurance

Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 125 countries, with more than 25,000 professionals.

BlackRock Announces Senior Global Real Estate Securities Appointment

Industry veteran Mark Howard-Johnson has been appointed as the Global Head of Real Estate Securities Management to lead the development of this business.

Former Credit Suisse pro launches US consultancy firm

Among its services, KGDV Consulting, which formed last month and will initial focus on US-based firms, will help start-up hedge funds decided whether to outsource their service providers or hire dedicated operations personnel.

BNP Paribas CIB Names Global Head of Rates Trading

This appointment further emphasizes the Bank's commitment to building a truly global leadership team and underscores the Americas as a region of importance to its Fixed Income business.

RBC Hires Junk Trader Steele Amid U.S. Debt Banking Expansion

Steele joined the bank’s investment-banking unit in New York two weeks ago from Macquarie Capital USA Inc. Sanam Alaghband, an RBC Capital Markets spokeswoman, confirmed the hire. He previously worked at Deutsche Bank AG for the 10 years ending in 2

Wells Fargo adds big teams to indy broker unit

Wells Fargo & Co's independent brokerage unit landed two veteran adviser teams in California and Connecticut, expanding its client asset base and reach across the United States as it grows to compete with other top U.S. brokerages.

Morgan Stanley combines two existing wealth businesses

His responsibilities will include fully integrating the firm's investment products.

Jefferies hires Morgan Stanley exec to run its midstream investment-banking

He previously ran midstream investment banking at New York-based Morgan Stanley, according to the person.

Asset manager announces senior alternatives business appointment

He has been with AllianceBernstein for 14 years

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