Managers of Wealth Americas

US-based FinWise Bank promotes president to CEO

Noone holds specific experience in the lending sector

Peapack Private Bank & Trust Welcomes Zachary Bermudez

He was promoted through the ranks of underwriting, origination, and relationship management to acting department deputy, assisting in the maintenance of a $33+ billion CRE loan portfolio

Evercore Wealth Management Promotes Paulo Coelho, Neza Gallitano and Alex Lyden to Partner

Mr. Coelho works with families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.

Citi’s UK Private Bank Head Knowland to Depart After 20 Years

Knowland, who joined the New York-based firm in 2005, was most recently regional head of Citigroup’s private bank for areas including the UK and British crown dependency of Jersey.

Christine P. Ball Appointed to the Board of Hanmi Financial Corporation

The addition of Ms. Ball brings the total number of Hanmi Board directors to eleven.

Apollo names Rob Littlemore as Independent Non-Executive Director

He currently serves as a Non-Executive Director on the Lockton Re International LLP Board and as Chairman of the Lockton Re Audit, Risk, and Compliance Committee.

Vicky Ivanova rejoins Tysers to lead US Casualty and US Healthcare team

Ivanova will leverage her 10 years’ broking experience in placing complex risks across the US Casualty and Healthcare markets to help drive Tysers’ strategic expansion of the practice

Lazard Appoints Peter Harrison To Its Board Of Directors

This appointment reinforces Lazard’s focus on further strengthening and diversifying its asset management business.

Citi's consumer and retail M&A head Finkelstein to leave bank, sources say

Finkelstein did not respond to requests for comment.

Savvy Wealth names Eric Hurkman as first CTO

Hurkman joins Savvy’s growing C-suite directly from Carta

Raymond James strengthens private capital business and investment offerings, announces two appointments to further grow private markets platform

Reorganized Capital Markets team will deliver customized financing strategies for companies and owners, new Private Markets Strategy role will develop and lead offerings across Private Wealth

SEI Executive Vice President Sean Denham to Lead Global Operations

Expanded Role Further Enhances Strategic Alignment for Growth

Goldman Sachs picks CFO of asset management business, memo says

She is also the CFO and chief operating officer of the platform solutions unit, which houses some of Goldman's consumer banking businesses.

Westchester, a Chubb Company, Appoints Alex Faynberg Head of Healthy Paws Pet Insurance

Alex brings over 20 years of experience in the insurance industry, including nine years in key leadership roles at Chubb.

Brant Wong Joins Principal Asset Management℠ as Head of Retirement Solutions

Under Wong’s leadership, his team will leverage the extensive set of Principal investment solution capabilities backed by the firm’s heritage in retirement and life to maximize customer experience and drive outcomes.

Citigroup appoints Chris Biotti to lead private bank in North America

Biotti will join Citi in late May from Bank of America opens new tab, where he most recently served as an executive for its Northeast division

Willis appoints Helen Campbell Head of Property Wordings in North America

Helen brings a specialized, technical expertise

Goldman Sachs exec John Waldron gets board seat — a move likely making him bank’s next CEO

He previously served as co-head of investment banking, a role he assumed in 2014 after joining Goldman in 2000.

Stewart to lead new 'midway' family office from Robertson Stephens

Target clients are seeking something different from traditional offerings.

Thomas Wafer appointed to boards at Incline P&C Group

Most recently, he served as chairman of Willis Re/Gallagher Re North America.

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