Managers of Wealth Americas

First Republic Bank expands New York team

Prior to joining First Republic, he worked for BNY Mellon Wealth Management

What Do Lawyers and Bankers Have in Common? They Lost Jobs in 2011

In 2011, finance, insurance, and law were the three primarily white-collar professions that managed to shed workers, even as the rest of the economy trudged forward through a slow recovery.

Baker & McKenzie beefs up tax practice

The firm, which – unlike some other U.S. heavyweights with Toronto offices – actually practises Canadian law here in addition to U.S. law, has been quietly adding new talent to its roster in recent months.

BNY Mellon taps US government for wealth post ‎

He will be responsible for strengthening the company’s client relationships with government entities across the U.S., BNY Mellon said in a statement.

RBC targets US clients with Barclays Wealth hire

She will work with advisers in the UK and build relationships with high net worth individuals with links to the Greater New York and East coast areas.

First Republic Bank taps industry veteran for top role

First Republic Private Wealth Management provides customized wealth management solutions, including trust, investment management and brokerage services, to high net worth individuals and families, foundations, and endowments. First Republic Private Wealth

Morgan Stanley taps new chief legal officer

Mark Lake, a spokesman for the New York-based firm, confirmed the contents of the memo, a copy of which was obtained by Bloomberg News.

Morrison Cohen announces new lateral partner

Mr. Levine will join the Firm's Corporate Department. He comes to Morrison Cohen with over 25 years of experience representing commercial banks, private equity funds, strategic investors and corporations in a wide range of transactions including secu

PAAMCO appoints head of portfolio management

In his new role, Mr. Weinberger will initially work alongside PAAMCO co-founder Bill Knight who heads the firm's manager research, sourcing and due diligence efforts to identify, evaluate, and include optimal managers in the PAAMCO portfolios. Weinbe

Jennison Associates names new CEO

The company also announced that Ken Moore, currently chief administrative officer, has been named chief operating officer. Leslie Rolison, currently chief talent officer, assumes the chief administrative officer title. All changes are effective immediatel

Morgan Stanley nabs 11 advisors from competing firms

In New York, Jason Haberman, Robert Brevetti and William Collins joined the firm’s midtown Manhattan complex this month from UBS, where they each spent seven years. Together, they previously had $3.4 million in annual fees and commissions. Their ass

HSBC seats new head of commercial banking for North America

Prior to his new role, Bottomley served as HSBC's Head of Strategy and Planning for the Middle East and North Africa (MENA) region.

Headhunters target Merrill advisers as incentives wane

Lewis estimates he has been involved in the transition of roughly 400 Merrill advisers to other firms in the past 15 years, and said more are leaving, forgoing the last of the retention payouts.

PNC plans to lay off 621 RBC Bank employees

Harder hit will be the RBC Bank (NYSE: RY) operation in Rocky Mount, where 425 employees will be cut.

Advent Announces CEO Succession Plan

He has been with Advent since 1994

US-based alternative inv firm expands hedge fund team

Prior to Och-Ziff, Mr. Rubin was a Managing Director at Cerberus Capital Management L.P where he focused on stressed and distressed investing.

PwC names New US personal financial services leader

Ms. Saks has 20 years of experience providing comprehensive planning services, including compensation, investment, business succession, charitable giving, and retirement planning strategies, to business owners, corporate executives and wealthy families bo

John Hancock Funds rolls out two key appointments

Mr. Mee, formerly a Divisional Vice President with John Hancock Retirement Plan Services, reports to Jeff Duckworth, President, John Hancock Funds Distribution.

AAM taps chief strategy officer

The appointment comes as AAM increases its focus on the efficient execution of its business strategy. Mr. Daniel will play a key role in ensuring that AAM customers receive maximum benefit from the expanding product lines and services that the firm provid

Wescott Financial names president Of FPA of the Philadelphia tri-state Area

Through her work with FPA, Cathy established a partnership between local Junior Achievement programs and the FPA to promote financial literacy for youth in the tri-state area and helped implement Financial Planning Days, which give members of the communit

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