Managers of Wealth Americas

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

Mosaic aims to accelerate growth of specialty lines in North America

Joe is a trusted colleague and progressive industry leader

As Citadel Securities expands, people keep migrating from Goldman Sachs

Quite a few have previously worked for Goldman Sachs.

Richardson Wealth enhances digital strategies with new appointment

Marcus Chun steps in as head of Digital Strategies to drive Richardson Wealth's technological advancement

Tech leadership change at Wells Fargo sees Kerrins take up new Gen AI role

Kerrins will serve as the head of consumer technology and will lead a new Generative AI team

Welltower Announces Addition of Andrew Gundlach to Board of Directors

Mr. Gundlach has been a key figure at First Eagle Investment Management, where he has served on the board since 2004.

John Hancock Announces Portfolio Manager Change for Hedged Equity & Income Fund

Mr. Isch has been involved in the management of HEQ since 2012 and was named a portfolio manager in February 2019.

Financial Advisor Dan Chorney joins UBS in New York City

Dan brings more than two decades of experience advising successful individuals and families on their wealth management needs.

JPMorgan's top investment banking AI guy is leaving for a long summer vacation

The digital banking group is all about using AI and data science to help serve clients.

Hamilton Lane Forms Specialized Insurance Solutions Team

Appointments underscore the firm's commitment to meet the growing interest of insurers in bolstering portfolios through broadened exposure to private markets

JPMorgan taps UBS alum to lead private banking in Tennessee

The appointment marks a full circle moment for the banking giant’s new hire as he raises the firm’s profile in Nashville.

JPMorgan Promotes Chuka Umunna to Co-lead Global ESG Investment Banking

Umunna joined J.P.Morgan in 2021

Bank appoints new head of Wealth Management Division

In his role, Kapusta will be responsible for managing the strategic direction and operations of the wealth management division

Elevation Point Adds Two UBS Execs as Founding Partners

Bradford Smithy and Robert Tamarkin are joining the venture launched by former Sanctuary Wealth CEO Jim Dickson, which aims to help smaller RIAs grow.

Savvy Adds Six New Advisors, Pushing AUM Over $700M

Brad Morgan joins from Mariner Wealth Advisors, which is suing him and the tech-focused RIA for poaching books of business.

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