Managers of Wealth Americas

HSBC U.S. Head of International Wealth, Premier and Global Private Banking Racquel Oden Expands Team with New Head of U.S. Ultra High Net Worth

Previously, he was a wealth advisor at A.W. Jones and started his career at JP Morgan Private Bank.

Brown Advisory Hires New Portfolio Manager in Boston

Kathleen brings over 30 years of experience and perspective in working with clients to achieve their goals.

Artemis hires high yield analyst

Papadopoulos joins from Bank of America

First United’s Phil Rodeheaver and Eric Goff receive CAFP designations

Rodeheaver is Vice President and Managing Director of Risk at First United

Rajashree Datta joins BNY as deputy chief risk officer

Ms. Datta will join the company on December 15

Periscope Wealth Partners Announces Strategic Expansion with New Team Members, and Enhanced Brand Presence

The addition of these professionals will ensure a seamless experience for clients while broadening the firm's areas of focus.

J.P. Morgan Asset Management Hires Alternatives Strategist Aaron Mulvihill

Experienced alternatives expert to meet increased demand for alternatives thought leadership

Vanguard to Establish New Advice & Wealth Management Division Led by Industry Veteran Joanna Rotenberg

Joanna Rotenberg most recently served as the president of Personal Investing at Fidelity leading the company’s retirement, brokerage, and wealth management businesses.

Long-Time Carson Exec Aaron Schaben to Depart

At the beginning of next year, Schaben will move to Ron Carson's family office as CEO.

Gresham Promotes Leisa Storbeck to Lead Client Service Team

She has also been instrumental in guiding families through the complexities of inherited wealth.

René E. Faría Joins Insigneo to Strengthen Its Network in New York

This strategic addition is part of the company’s effort to enhance its presence, spearheaded by Insigneo’s New York Market Head.

MUFG Makes Executive Leadership Changes Within its Securities Business

McHugh previously worked as the enterprise head of market risk management for BMO Financial Group

Prudential Financial Board of Directors Elects Andrew Sullivan as Next CEO

Sullivan, who currently serves as executive vice president and head of International Businesses and Global Investment Management, will succeed Charles F. Lowrey.

Cambridge’s BridgePort RIA Hires New Head of Operations

Nikki Bell joins BridgePort Financial Solutions, the RIA launched by Cambridge earlier this year, from Wealthspire.

Pipe strengthens leadership team with four key appointments

Alongside its UK launch, Pipe highlights that the new leadership appointments follow the introduction of its business card

Cyber security consultant S-RM appoints head of disputes and investigations; US growth planned

Fogarty received his JD from Brooklyn Law School after completing a BA at Trinity College in Hartford, CT.

CBRE Names Co-CEOs for Investment Management Business

Gallistel will join CBRE Investment Management on April 1, 2025

Former Envestnet Executive Joins Orion To Lead Strategy

Longtime industry analyst Chris Shutler joins Orion after a stint at Envestnet in a similar role.

Raymond James firms up CEO succession plans for 2025

The firm said in May that current leader Paul Reilly would be stepping down.

People Moves