Managers of Wealth Americas

Espirito Santo Investment Bank Expands Debt Capital Markets Business in the Americas

He will be responsible for DCM origination and execution for clients in Spanish speaking Latin America, with a particular focus on Mexico.

Moelis taps former UBS banker to lead its India push

The hire of Ms. Girotra, an Indian national, is the first step in Moelis & Company's expansion plans for India as the firm continues its global growth, having opened offices in the United States, London, Dubai, Frankfurt, Sydney, Hong Kong and Be

CAIS Hires Industry Veteran To Lead Technology Development

In this key role Mr. Giurata is responsible for spearheading the development and implementation of CAIS's next-generation technology platform while establishing the firm's presence in Silicon Valley.

Marketfield adds new compliance chief

At UBS, Mr. Kiser chaired the Wealth Management Americas (US) Legal and Compliance Division's Talent Development and Mentoring Program.

JP Morgan parts with the London Whale

Citing unnamed sources, the WSJ said the trader's two supervisors have also left the bank.

CAIS Hires Industry Veteran To Lead Technology Development

the New York-based financial technology company providing an independent, alternative investment platform to the global wealth management industry, has named Paul Giurata as Chief Technology Officer.

Northern Trust names Delaware head

Prior to joining Northern Trust, she served as Trust Counsel and as senior trust administrator at Harris Trust and Savings Bank

Oppenheimer Names Head of Institutional Sales, New York ‎

Mr. Silberman has both a Bachelor's and Master's degree from the Stern School of Business at New York University. Before he joined Oppenheimer, he worked at PaineWebber.

Citi hires 4 tech bankers from BofA, Credit Suisse

The bankers -- Jon Krahulik, Herb Yeh and Sean Rogers from Bank of America and Ethan Zweig from Credit Suisse -- will be based in Palo Alto, California, and New York, Citi said in a statement.

Lazard taps chairman of houston financial advisory

Lazard has recently bolstered its global Energy Group with senior-level hires. In February, Mark Renton, a 25-year veteran and former Vice-Chairman, Global Energy of Citigroup, joined the firm as a Managing Director, focused on mergers and acquisitions an

BofA cutting commercial banking jobs

The job cuts are the latest round in the bank's cost-cutting program, known as Project New BAC, and focus on the unit that makes loans to mid-sized companies around the country.

Citi Consumer Banking Veteran Joins Micronotes Board

Micronotes announced today that Suresh Bajpai, a senior executive with Citi with 22 years of consumer banking and cross-sell experience has joined the Micronotes' Advisory Board.

Touradji’s Chief Executive Leaves Hedge Fund

“He was originally on a six-month contract and had a CEO role focused on marketing,” he said.

Concert Wealth adds $100 mln adviser team

Advisers Scott Christie and John Aitchison joined Concert Wealth from The Planning Group, a Scottsdale, Arizona-based wealth management firm. Aitchison was a vice president at The Planning Group, while Christie was a senior planning consultant.

Leading Financial Advisors, Michael Hull & Patrick Hull, Launch bluepoint Investment Counsel

Deep Focus and Significant Expertise in University Endowments, Pension Plans and Family Offices

First Republic Bank taps new business bankers

He has 13 years of banking experience, works with venture capital and private equity clients in Silicon Valley.

Morgan Stanley brokers go independent, join Dynasty

Hull, joined by his brother Patrick Hull and four others, left Morgan Stanley Smith Barney in late June to open Bluepoint Investment Counsel LLC, an independent firm based in Madison, Wisconsin.

Credit Suisse's Bourgeois To Join Atlantic-Pacific As CEO

Alastair Cairns will replace Bourgeois as head of Americas for the Swiss bank’s money management group and Charles Shaffer is taking over Bourgeois’s role as head of distribution, said Suzanne Fleming, a spokeswoman for Credit Suisse Asset Man

HSBC hires head of research in the Americas

He replaces Patrick Boucher, who headed HSBC's research team in the Americas for six years.

Wanted: female financial advisers

So what are we doing to correct this imbalance?

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