Managers of Wealth Americas

London & Capital appoints Executive Director

Nicole brings over 20 years of experience working with HNW US expats and their families.

JPMorgan Chase sets up new role to oversee employee 'wellbeing' amid overwork concerns

Bank appoints long-time employee Ryland McClendon to 'support success' of associates

Citi appoints global head of middle and performance

Citi recently announced an ambition to capture market share with asset managers as it drives growth in securities services

Berkshire Residential Investments Expands Equity Portfolio Management Team

Steve will report to John Lamb, Partner and Head of Portfolio Management.

Leading Global Aviation Lawyer Paul Jebely Joins Sterlington as Partner and Vice Chair, International

Most recently named "Aviation Trailblazer of the Year," Jebely’s long list of accolades also include "Private Aviation & Yacht Lawyer of the Year" and "Private Wealth Lawyer of the Year."

Brown Brothers Harriman Makes Strategic Hire in Philadelphia

Tom Spano joins BBH, bringing his expertise to clients across the mid-Atlantic region.

Joe Miller Joins Ballast Rock Private Wealth as a Wealth Advisor

With a background in high yield and distressed debt, Joe brings complementary experience to this alternative investment-focused firm

RBC reels in $2.8B superteam from UBS

The 15-person multigenerational team adds over 200 years of experience to the firm's advisor pool in Atlanta.

TD Bank Group President and CEO Bharat Masrani to Retire April 10, 2025; Board Names Raymond Chun as Successor

The Board also announced its intention that Mr. Chun will become Group President and Chief Executive Officer, TD Bank Group, on April 10, 2025

Industry Veteran and Respected Leader Dougal Williams Named CEO of Vista Capital Partners

Williams has served in various roles with Vista since 2004, most recently as chief wealth officer and lead advisor.

Ocorian appoints Head of Funds US

He will be based in Ocorian’s New York office.

Edward Jones extends Florida footprint with ex-Merrill advisor

The experienced financial advisor is breaking away in Jacksonville after managing $210M at the wirehouse.

Janus Henderson : Announces New Fixed Income Leader

His experience in the investment industry, commitment to client needs, and focus on client outcomes make him a natural choice for the Global Head of Fixed Income role.

AIG names Keith Walsh as Executive Vice President and Chief Financial Officer

In his new role, Walsh will lead AIG’s global Finance organisation, succeeding Sabra Purtill, who has served as Chief Financial Officer since January 2023.

Rokstone appoints Baker Deputy Head of US Casualty, Fitzpatrick becomes Senior Underwriter

Both appointees are well known figures across the market, and will join along with Laurence (Larry) Burrows, who was appointed Head of the new division last month and will also join following his notice period.

Former J Safra Sarasin banker joins Neuberger Berman

After two-years with the private bank, the relationship manager is switching to the asset management industry.

Barclays appoints Rob Patterson as Head of Data & Information Platforms Coverage within Technology Investment Banking

With over 20 years of Investment Banking experience, Mr. Patterson brings to Barclays deep client relationships and extensive industry knowledge that will further strengthen the firm’s Technology Investment Banking franchise

Barclays appoints Abhishek Singhal as a Managing Director within Technology Investment Banking

Mr. Singhal brings to Barclays extensive industry knowledge and deep client relationships that will further strengthen the firm’s Technology Investment Banking franchise

Portland-Based Vista Capital Partners Names New CEO

The firm has 35 employees and works with nearly 600 clients, offering investment management and financial and legacy planning.

Noble Hires Áine Cronin as Vice President of Investor Relations

In her new role, she will help to enhance and implement best-in-class practices to engage with Noble's growing investor base and support the firm's expanding investment platform.

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