Managers of Wealth Americas

Alex M. Sandhaus joins Optima Fund Management

will be responsible for expanding the firm's global institutional and private wealth relationships across all distribution channels and will report directly to the CEO

Fortress announces changes to senior management and board of directors

Additionally, the Company announced that Messrs. William L. Jews and Asa Hutchinson have resigned from the Board of Directors.

Independent financial services firm elects new partner

Mr. Krotee received a Bachelor of Science in Economics from the United States Military Academy at West Point and a Masters in Business Administration from Duke's Fuqua School of Business.

Direxion names new senior regional sales director for the Northwest region

Mr. Pirri is responsible for selling and distributing all of Direxion's buy-and-hold alternative investment strategy products to financial advisors across all channels, including wirehouses, regional broker dealers, registered investment advisor (RIA

Conning appoints head of investment products

Mr. Haylon joins Conning from General Re New England Asset Management where he was Head of Investment Product Management responsible for creating new and unique investment products to expand client access to a broad array of investment vehicles.

WTAS promotes private client services practice director in Los Angeles

Daniel has more than 11 years of experience consulting with wealthy families on income tax planning and wealth transfer.

US wealth firm makes three key additions to its senior team

Mr. Carley, Mr. Censullo, and Mr. Klein joined Lexington Wealth from Wells Fargo. They were also part of the original team at Tanager Financial Services, and each have served in the wealth management, and financial services industries for more than two de

WTAS promotes three directors in New York

Combined, these Managing Directors bring nearly 40 years of experience to the firm.

KBW Announces Significant Hires in Investment Banking

These hires represent a continuation of the firm’s investment in its core depositories business.

Aliant to offer high-end banking

In its effort to expand its Montgomery market share, Aliant Bank now is offering professional and executive banking -- a higher-touch banking experience for higher-end customers.

Modera Wealth Hires Executive to Lead Post-Merger Integration

Modera Wealth Management has hired a former academic, CEO and credit union industry executive to join its ranks.

Morgan Stanley: 580 Jobs May Be Cut In The NYC Offices

We're now learning 580 of those cuts will occur in New York City.

Wells Fargo Hires New Advisor Team in Maryland

Wells Fargo Advisors has hired a two-member financial advisor team from First Internet Securities Network in Bethesda, Md.

Raymond James Snares Advisors for New Mississippi Office

“Together these advisors represent over $500 million in assets under management and over $3 million in annual production,” added Tom Galvin, complex manager for the region.

UBS Hires former Citadel Securities trader

He most recently ran the loan trading desk at Citadel Securities

Ameriprise Snags Advisors With Almost $500M in Assets‎

Ameriprise Financial has snapped up two teams for its independent channel and two advisors for a branch in New Jersey.

US private bank expands Boston team

Prior to joining First Republic, Peterson worked for Wells Fargo Bank, most recently as Vice President and Branch Manager in Boston. He earned a Bachelor of Arts degree from Colorado College.

HSBC Bermuda executive joins Barclays

Based in New York, Ms Maloof will be responsible for developing and leading the regional strategy for the insurance sector.

JPMorgan Names new North America leveraged-Finance head

Ray Doody will remain head of leveraged finance for Europe, the Middle East and Africa, including high-yield bonds leveraged loans and restructuring, and Melissa Smith will move to London from New York to run EMEA investment-grade finance, according to th

Private Bank of California taps VP client services manager

Jesse joins the Bank's Century City headquarters with over 19 years of operational experience. In this new position, Jesse will focus on Cash Management, Product Upgrades and Operations as a whole at the Bank and will report directly to Marlon Osorto

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