Managers of Wealth Americas

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

Knight Appoints Peter J. Hoffman As Senior Managing Director, Institutional Client Development

Knight operates a global, multi-asset class platform for institutional investors, combining full service sales and trading with innovative electronic trading products.

Barclays Corporate appoints US director

He joins Barclays from JP Morgan Chase where he was an Executive Director

Raymond James builds private client team

Raymond James Ltd. has announced two additions to its team of branch managers, who will help build the firm’s private client business.

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.

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