Managers of Wealth Americas

$18B Homrich Berg Brings in Leader of Family Office Services

Tim Tallach has joined as director of advanced tax planning and family office services, as the RIA continues to expand its family office division.

John Cervantes, CFA, Joins Prime Capital Financial

His extensive background equips him to address financial challenges and deliver strategies driving client success.

Homrich Berg Adds Tim Tallach as Director of Advanced Tax Planning and Family Office Services

Industry veteran joins the $18B AUM RIA to expand and enhance client experience

McLean Asset Management Names Paula Friedman as its Chief Executive Officer

Friedman, who has been with the firm since 2013, will succeed Alex Murguia. Murguia will continue to work as Executive Chairman and Chief Investment Officer.

Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology

The definitive agreement was announced December 19, 2024, and further transaction details will not be disclosed.

FTI Consulting Announces 2025 Senior Managing Director Promotions

Their success has contributed to — and reflects — our ongoing focus on building teams of people who care deeply

Citigroup joins US lenders in exiting Net-Zero Banking Alliance

Financial firms, historically criticized for their connections to the fossil fuel industry, have made efforts to incorporate net-zero standards more prominently into their operations.

Jean Murphy steps down as Recognise CEO

As Jean steps down from her role, the Bank has welcomed Simon Bateman as CEO

Craig Schneider Joins Oppenheimer as Regional Director of Michigan

Appointment Builds on Firm’s Momentum Created by Recent Appointments to Strengthen its Presence in Virginia, Georgia, Tennessee and Texas

Oppenheimer Announces Expansion of Emerging Markets Desk

Strategic Recruitments of Persio ‘Tony’ Perez, Michael Chatman and Bill Dolan as Managing Directors Builds on Growth Momentum of Fixed Income Team

Needham Bank appoints VP of cash management relationship manager

"I am thrilled to join Needham Bank and contribute to the cash management sales strategy," Wichland said in the release.

Farther Welcomes Financial Advisor Mark Manetti, Managing $200 Million in Assets

Manetti brings over $200 million in client assets and more than 20 years of experience in financial planning to Farther’s expert advisory team.

Bison Adds High-Profile Palm Beach Key Private Bank Team

Bison is once again expanding in Florida with the addition of a new team

$5.2bn Wealth Consulting Group taps retirement planning director

Erika Ferris will help the hybrid firm acquire and retain clients who are planning for retirement.

DeVoe & Co. president exits after 7 months

A source told Citywire that Tony Parkin and the RIA M&A advisory business mutually agreed to part ways.

Clayton appointed chair of banking council

Clayton is a 37-year veteran of the community banking sector

Kingswood U.S. Adds $1.4 Billion with Recruitment of 28 Financial Advisors

Headquartered in New York, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.

Jefferies Ousts Team of Miami Wealth Advisers Over Improper Cash Transfers

Bank cites ‘impermissible’ transfers, improper communications

Leadership changes at Cetera as Taylor prepares for retirement

Firm names wealth management successor and a new hire.

Associated Bank Welcomes Four Additional Relationship Managers

Stacy Quick is expected to join Associated as Senior Vice President

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