Managers of Wealth Americas

Morton Clarke Team to Join D.A. Davidson & Co.

The Morton Clarke team will join D.A. Davidson in late February and will work from D.A. Davidson's offices in downtown Seattle.

PIMCO Announces Promotions

These PIMCO colleagues have contributed significantly to the firm's success in serving our clients, and are an important part of its future," said Mohamed A. El-Erian, CEO and co-CIO of PIMCO.

JPMorgan appoints had of global finance initiative

Granetz, 55, will report to Chief Financial Officer Doug Braunstein, according to a memo sent to employees of the New York-based bank today.

Provident Bank Launches Commercial Banking Teams in New York City Market

Provident Bank recently announced that it had reached a definitive agreement to acquire Gotham Bank of New York. These new banking teams will be teamed with legacy Gotham Bank relationship teams to form a strong middle-market focused franchise in New York

JPMorgan's mortgage banking default exec quits

Apart from leading the mortgage banking default division, Powell also served as a member of the bank's Executive Committee. \

Veteran Merrill adviser jumps to Morgan Stanley Smith Barney

Mr. Sheehan started his career at Lehman Brothers Holdings Inc. in 1988.

Cumberland Private Wealth Management appoints new Chief Investment Officer

Mr. Jackson is a veteran of the investment management business, with over 25 years of experience and 12 years at Cumberland. Most recently he was the firm's Vice CIO, is Lead Manager, Canadian equities, and also manages the Cumberland Total Energy Fu

Union Bank Hires One, Promotes Two in Wealth Management Group

Sherline was formerly the managing director of investments for Fifth Third Bank, where he led a team that managed more than $3.3 billion in assets.

Cordia chooses Citi veteran as chief risk officer

Cordia, which is based in Midlothian, Va., is a bank holding company with a majority stake in Bank of Virginia, which is also based in Midlothian.

Akin Gump hires ex-Lehman director for project finance practice

Worenklein, a lawyer, was most recently a partner at Bingham McCutchen LLP (1186L). In addition to heading global project finance and independent power at Lehman Brothers, Worenklein also worked at Milbank Tweed Hadley & McCloy LLP and Societe General

Doffin Investments appoints new COO

Dabbieri formerly held a senior management position with Manhattan Associates, the world's leading supply-chain execution software developer.

Dynasty Financial adds to its network of independent advisors

Alexandra & James, LLC, which comprises the Alexandra & James wealth management and Lebenthal institutional investment banking businesses, will leverage Dynasty’s state-of-the-art capabilities, including technology, managed investments, ins

Santander Latin America Division Head Resigns

An executive board member of Spain’s biggest bank, will be replaced in his Latin American role by Jesus Zabalza

Stuart Parker named president of Prudential Investments

Parker joined Jennison Associates LLC in 2005. He has served dual roles as head of retail distribution for Jennison Associates, an asset management business of Prudential Financial, and head of mutual fund distribution for Prudential Investments. He has w

Top US bank may roll out further job cuts

Morgan Stanley, which is scheduled to release fourth quarter results on Thursday, has beat analyst earnings expectations in each of the last four quarters.

SEC names Jane Norberg deputy chief of the office of the whistleblower

Under that program established by the Dodd-Frank Wall Street Reform and Consumer Protection Act, individuals can receive awards if, among other things, they voluntarily provide the SEC with original information that leads to successful SEC enforcement act

Delaware-based national trust firm names new president

Mr. Chambers, who is also a Director at Barclays Wealth, brings to his new role more than three decades of experience in many aspects of trust services including investment management, operations, and business development both in the U.S. and internationa

Allianz Life Appoints new Chief Administrative Officer

She also joins the company's Executive Leadership Group and will report directly to Allianz Life President and CEO Walter White

Walkers Management rolls out key hire

Prior to joining Walkers Management Services, Mr. Meschi was Head of Research at fund of hedge fund Sciens Capital, where he performed due diligence on hedge funds and potential fund acquisitions.

City National appoints new entertainment team leader

Acosta joins an experienced team of Entertainment finance bankers, including seasoned veteran Norman Starr, a senior vice president and senior relationship manager, as well as senior relationship managers Judy Tu and Crockett Woodruff. He will report to t

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