Managers of Wealth Americas

Financial Advisor Team Joins UBS Private Wealth Management in Miami

The team is led by Financial Advisors Ary Velasco, Michael von Borsig and David Cardenas.

Perigon Wealth Management Names New General Counsel and Cco, Director of Organic Growth

Expansion of Leadership Team Positions National Firm for Sustained Expansion

BofA's private banking arm names new client advisers

At Bank of America Private Bank, they will provide wealth management services

IPC appoints Izzy Dawood as chief financial officer

Dawood most recently served as CFO for CURO Financial Technologies, where he was instrumental in the company’s strategic repositioning.

TD announces changes to its senior executive team

Ms. Myers is a respected and experienced leader who has been with the Bank since 2022

Wells Fargo’s Head of Advisor Recruiting Exits

James Craven, head of national sales at the brokerage, will oversee advisor recruiting until a replacement for Brendan Krebs is named.

Ascot appoints Anthony Mandica

He joined Ascot in 2022 as senior vice-president, Internal Audit & Advisory.

"Hacker" loving HFT firm hires a trading head once laid off by BofA

Radix is based in Chicago and has 150 employees, with offices in New York and Amsterdam too.

Aspiriant Adds Two Experienced Advisors in Bay Area

Aspiriant's Independent Ownership Model Continues to Attract Top Talent

Manulife President & CEO Roy Gori Announces His Intention to Retire in May 2025

To support this transition, following Mr. Gori's retirement he has agreed to serve as an Advisor through August 31, 2025.

Emissary Partners Welcomes Andrew T. Clarke and J. Peter Donald

Global Special Situations Firm for Family Offices Builds Capabilities with New Additions

Jim Dickson’s Elevation Point Adds Execs from Summit, BNY Pershing

In her new role at Elevation Point, Bloomgarden will be responsible for the firm’s digital marketing, website development, and branding and messaging efforts.

Citizens Announces Key Leadership Appointments for Consumer Banking Team

New Heads of Mortgage, Consumer Lending and Retail Banking bring deep experience to accelerate ongoing transformation and meet customers’ evolving needs

Director of United States Patent and Trademark Office Kathi Vidal to Rejoin Winston & Strawn

Kathi is nationally recognized for leading and trying high-profile IP disputes.

WTW names Hart as Cyber Leader for PE&TS, CRB NA

As the Cyber Leader, Hart will be responsible for cutting-edge cyber risk transfer solutions to private equity clients and their portfolio companies across North America.

This new Goldman Sachs partner is leading the bank's strategy with young heirs and founders

Goldman Sachs named 95 partners last week, including private wealth exec Brittany Boals Moeller.

US RIA EP Wealth Advisors appoints new COO

Bernal will lead EP Wealth’s wealth advisory, investments, marketing, and wealth management services teams.

Veteran RIA and Financial Services Leader Jorge Bernal Joins EP Wealth As Chief Operating Officer

The addition of Bernal to EP Wealth’s executive team comes as the firm continues to refine and enhance its unique approach

Pathstone appoints former Schwab Family Office executive as Chief Growth Officer

Prior to Schwab, Brown was a senior leader at Fidelity Family Office Services

Intellectual Property Boutique Heim, Payne & Chorush Adds Associate Maryam Sheikh in Houston

Ms. Sheikh supports Heim, Payne & Chorush's experienced team of trial lawyers with extensive case law research, document preparation, and strategy development.

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