Managers of Wealth Americas

Crédit Agricole CIB Appoints Giliane Coeurderoy Senior Country Officer for Brazil

Brazil is a key market for many of our business lines active in Latin America

NEPC Hires Former PGIM Principal To Lead DC Solutions

She provided thought leadership to clients and supported the development of forward-thinking solutions designed to improve participant outcomes.

Gary Anderson named CEO at NAIC

We look forward to his leadership as we navigate the complexities of regulating the insurance sector and deliver on our mission to protect consumers.

JLL names new Chief Procurement Officer

Professional sourcing expert Michael Raphael to manage the procurement of goods and services on behalf of JLL and its clients

International tax group joins Charles Russell Speechlys

A global tax team moves to Singapore to work with Charles Russell Speechlys.

Welcome Rod Phillips as Vice Chairman – Canaccord Genuity Corp.

Most recently, he served in the Ontario Government as the Minister of Finance, Minister of the Environment, and Minister of Long-Term Care.

Nicolet National Bank Hires William Bohn to Lead Wealth Management and Private Client Services

Bohn has over 30 years of executive experience in banking and financial services.

Carlyle Names Lindsay LoBue as Chief Operating Officer

Chris Finn retires from Carlyle after 28 years of service

Fintech Croesus Appoints Vincent Fraser as President

Mr. Fraser has worked for high-tech companies with operations in North America, Europe, and Asia

SageView Advisory Group Builds Out Leadership Team to Drive Next Stage of Growth Strategy

Aquiline Capital Partners Principal Christina Walsh Named Chief Financial Officer; Seasoned RIA Strategy Leader Steve Gaven Appointed Chief Growth Officer

Wells Fargo Hires A&D Banker From BofA

Lynch was most recently global head of aerospace and defense at Bank of America, the person said.

Nicolet National Bank Hires William Bohn to Lead Wealth Management and Private Client Services

Bohn has over 30 years of executive experience in banking and financial services.

Avantax Welcomes Financial Advisors Heidi and Nicholas Irwin, Longtime Fixtures of the Lockhart, Texas, Community

Married team moves from Edward Jones seeking greater practice management flexibility, the support of Avantax Home Office experts, and an array of solutions for complex cases

Richardson Wealth hires former Gluskin Sheff executive

New appointment will help ensure advisors have critical business intelligence

On the Move: J.P. Morgan Private Bank Welcomes Chris Lee

Lee works with some of the most prestigious individuals and families across Orange County

Arcadian to start US operating subsidiary

Joy will be based out of New York.

Goldman Sachs' popular, kind, French MD makes "hardest" decision to quit

Aquedim, who is French, graduated from École Polytechnique in 2010.

JPMorgan's top high yield trader made a huge loss at a hedge fund.

Presuming that Sawjani did lose $70m, his next move is unclear.

Former head of BlackRock’s $1T US wealth management business joins specialized firm

Frank Porcelli has a new role at a private credit and secondaries investment firm.

Adam & Eva, Inc. Welcomes Kewene-Hite as new CEO

Paul has decades of work experience with entrepreneurs, start-ups, major technology companies, investment capital, consulting, and government initiatives.

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