Managers of Wealth Americas

Merrill Promotes Manager to Lead ‘Flagship’ Fifth Avenue Market

Tomeo is generally well-regarded among the sales force, according to the source, who had known him for almost two decades.

Ari Hadida Joins CV Advisors as Portfolio Manager and Investment Committee Member from Miami-Based Multi-Family Office

New Appointment Builds on CV Advisors’ Strategic Initiatives to Provide Ultra-High-Net-Worth Clients With a High-Touch Single-Family Office Service Platform at Scale

Fiduciary Trust International welcomes new senior relationship manager in New York office

Mr. Flood brings over three decades of private wealth management expertise and a strong industry reputation for driving revenue growth, managing complex multi-generational relationships, and upholding high service standards

Ameris Bank Hires Corporate Information Security Officer

Perez most recently served as CISO of Wholesale Banking

Ryan Specialty Announces Promotion of Jason Lentz to President of RT Specialty High Net Worth

Jason has nearly two decades of experience in the insurance industry

Jason Lentz promoted to President of RT Specialty High Net Worth

Lentz is expected to oversee the continued expansion of RT Specialty’s high net worth

Holland & Knight Continues Growth of Financial Services Practice with Addition of Partner Nneoma Maduike in New York

Ms. Maduike was previously a partner with Otterbourg P.C., where she was co-head of the Lender Finance practice.

Citigroup wealth executive hired from BofA leaves after months, source says

Wealth management is a key growth area in CEO Jane Fraser's plan for improving Citigroup profitability.

Citi wealth exec set to depart after four months: Report

Don Plaus is reportedly leaving the firm for personal reasons just four months after he was tapped as Citi Private Bank's head of North America.

WSFS Announces John Heiser as Senior Vice President, Senior Private Banking Relationship Manager

Prior to joining WSFS, Heiser spent the last 12 years with Wilmington Trust, nine of those as a Senior Private Banker.

WSFS Bank appoints new senior VP for Private Banking

Heiser's educational background comprises a master's degree in education from Cabrini College and a bachelor's degree in English from Temple University.

John Hancock Investment Management Appoints Two New Trustees to John Hancock Group of Funds Board

He has also previously served as a board member and audit committee chair of a large global asset management company.

1900 Wealth Management Austin Office Adds Managing Senior Vice President

Highly Experienced Finance Executive Melissa Torres Anderson Will Direct

Jeannie P. Adams Joins Insigneo’s Network, Bringing Decades of Expertise in Wealth Management

This key addition comes through a joint effort by Insigneo’s Market Heads in New York and Miami.

Withers welcomes new corporate partner Rosa Ertze in New York

Rosa has a broad ranging practice in corporate, M&A and lending transactions.

Scott Wilson named Managing Partner of Dentons’ Vancouver office

Scott Wilson brings a wealth of experience and a deep commitment to the Firm's values.

Chicago Financial Advisory Firm Porte Brown Wealth Management Names New Financial Advisor

Nicky embodies a deep commitment to empowering clients by creating personalized plans.

Barclays appoints Jonathon Traer-Clark as Head of Americas for Global Transaction Banking

Jonathon is an award-winning treasury practitioner with over 30 years of international finance, corporate treasury, sales, and strategy experience.

Focus Financial Partners Promotes Travis Danysh to Chief Corporate Development Officer

Mr. Danysh will continue to be based in Austin, Texas, and will report directly to Michael Nathanson, Focus’ Chief Executive Officer.

RF Capital Announces CEO & CFO Succession Plan & Reports Second Quarter 2024 Results

Chief Financial Officer Tim Wilson has decided to depart in Q3 to become Chief Financial Officer

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