Managers of Wealth Americas

Apollo Names Whitney Chatterjee General Counsel

Chatterjee to Assume Role of Chief Legal Officer in 2024

Chubb Introduces Chubb Climate+ and Announces Leadership Appointments for Global Climate Business Unit

Three executives have joined McMullin, Hardy and Margaret Peloso, Global Climate Officer, on the Chubb Climate+ leadership team.

Board Appointments and Changes to Board Committee membership

TBC PLC confirms that there are no additional details that are required to be disclosed under LR 9.6.13R of the Listing Rules of the Financial Conduct Authority.

UBS appoints Michael Mimick to lead Midwest Wealth Management Market

“Mike is dedicated to the Midwest Market and has been a driving force in growing our presence in this important region,”

Kingswood U.S. Announces Opening of Florida Corporate Office To House New Wealth Management Group

Expansion Strengthens Firm's Wealth Management Footprint in South Florida, with Kingswood Advisors Gaining Additional Access to Services

UBS appoints Michael Mimick to lead Midwest Wealth Management Market

Prior to his current role, he was responsible for leading the firm’s advisors in Nebraska, Kansas, Missouri and Oklahoma.

Merrill Private Wealth Management head to retire after leading Florida boom

"continue in his role through March 31 and help to finalize plans for his transition,"

Lazard Asset Management Appoints Global Head of Technology & Operations

“Larry brings a wealth of experience in the asset management industry as well as in technology and operational infrastructure,”

Chenery Compliance Group Announces the Hire of Three Additional Senior Professionals

Kimberly Radtke joins Chenery as a Regulatory Administrator and has over 20 years of experience in the financial services industry working for an investment adviser, FINRA and a broker dealer.

State Street Appoints Industry Veteran as New Global Head of Enhanced Custody

Taryn Siglain brings more than 15 years of financial services experience to State Street

Merrill Private Wealth Head Don Plaus to Retire

Plaus, who is 60 and also oversees Merrill Lynch’s international and institutional wealth groups, had led private wealth (formerly known as the Private Banking and Investment Group) since 2017.

Apex Group appoints new head for Dallas office

She was managing director at that firm, and has over 20 years of experience in private equity, real estate and the financial services industry.

Liberty Mutual expands financial lines team

Prior to joining Liberty Mutual, Larson led financial lines at CNA Financial and held several key roles at Chubb.

JPMorgan banker joins Blackstone to advise wealth fund investors

Stubbs joins from JPMorgan's private bank, where he was global head of thematic investing

TIAA Taps New Head Of Wealth Management Distribution

She has served as the bank’s country head of wealth and personal banking in Malaysia and as global transformation program director in London.

Northern Trust Appoints Senior Managing Director

We are looking forward to his expanded role to benefit the entire team in South Florida.

GSAM head of global fixed income to exit, steps off funds

Sam Finkelstein is leaving the firm at the end of June. Kay Haigh and Whitney Watson will step up to become global co-heads of fixed income and liquidity solutions.

Franklin Templeton Names Leeor P. Avigdor as SVP, Global Treasurer and Head of M&A

“Franklin Templeton is well positioned with a strong balance sheet and has a track record of investing for long-term growth,”

Tony Noel Joins Alliant Insurance Services, Expanding Midwest Presence

Minneapolis-based producer will support a broad client base through a full range of strategic risk and insurance solutions

Global Marketing Leader Joins the IDIQ Board of Directors

Veteran marketer brings decades of experience working with billion-dollar brands such as the NBA, Nationwide Financial and State Farm to IDIQ

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