Managers of Wealth Americas

Citizens Financial Group Names Paul Casey to Lead Wealth Business

He will lead the bank’s Citizens Wealth Management and Citizens Private Wealth Management organizations, serving the needs of mass affluent, affluent, high-net-worth, and ultra-high-net-worth clients.

Fortitude Family Office Founder and CEO Matt Walker Named Executive of the Year by Business Intelligence Group

Walker is honored with award for his commitment to top-level client service and strengthening local communities through business and charitable initiatives

Northeast VP of Wealth Management Appointed to President of Board of Directors for BISA

John has sat on BISA’s Board of Directors for over five years

Schroders hires 2 execs for private debt and credit alternatives unit

Kezelman was managing director and strategy specialist in the client partnership group at TPG Angelo Gordon.

UBS Private Wealth Management hires Regina Bronson and Alex Gitomer in New York City

They will report to Market Director Thomas Conigatti.

GoldenTree Asset Management Hires John Edenbach to Continue to Expand its Wealth Management Business

He will report to Claudio Macchetto, Managing Director and Head of North American Wealth Management, at GoldenTree.

Citi confirmed that Vis Raghavan will have plenty of power when he arrives in June

Initially, though, Raghavan will have a few other things to busy himself with.

Citadel Securities technology head resurfaces after 2 years at HFT firm

Since September, he has become an advisory board member for talent-intelligence startup Censia.

Shannon Hobbs Joins BNY Mellon as Chief People Officer

Earlier in her career, she served in key human resources leadership roles for 10 years at JPMorgan Chase.

Validus Capital Expands Team and Multi-Family Office Capabilities with Managing Director Wayne Park, CPA

Prior to working at Mariner, Wayne was an experienced tax professional with Apercen Partners, LLC, where he focused on tax compliance and consulting services for UHNW clients.

UBS Private Wealth Advisor Jason Stephens named to Barron's Top 1200 Financial Advisors list

This recent recognition continues a lengthy list of industry accolades.

Dawn Miller named CCO of Lloyd’s and CEO of Americas

Miller will be based in New York and take over her new duties with effect from September 1, 2024.

Ron Carson Steps Down as Carson Group CEO

Managing Partner and Chief Strategy Officer Burt White will take over for Carson as chief executive of the $35.5 billion AUM RIA.

Modern Wealth Management Appoints Head of Advisory Services

With over 20 years of experience in building advisory platforms, Del Col will support Modern Wealth’s national expansion and enhance its wealth management services

Broadridge Names Chief Legal Officer

Additionally, she will serve on the Broadridge Foundation Board, Risk Committee, and Environmental, Social, and Governance (ESG) Committee.

Martin de Laureal Named President of First Horizon Advisors, Inc. and Head of Private Banking of First Horizon Bank

In his new role, de Laureal's responsibilities include Investment Management, Brokerage, Trust, Financial Planning and Family Office services as well as oversight of the Private Banking team.

Citi Private Bank LatAm exec moves to Bradesco to lead UHNW unit

The 30-year industry veteran had been at Citi for four years.

EY Appoints Global Private Equity ESG Leader

Jordan has been with EY since November 2022 as a partner with EY-Parthenon

Modern Wealth Management Appoints Jason Del Col as Head of Advisory Services

With over 20 years of experience in building advisory platforms, Del Col will support Modern Wealth’s national expansion and enhance its wealth management services

Apex Group boosts US division with new executive hire

Sanjay Vatsa has been appointed as the new Regional Head of North America at Apex Group

People Moves