Managers of Wealth Americas

US RIA EP Wealth Advisors appoints new COO

Bernal will lead EP Wealth’s wealth advisory, investments, marketing, and wealth management services teams.

Veteran RIA and Financial Services Leader Jorge Bernal Joins EP Wealth As Chief Operating Officer

The addition of Bernal to EP Wealth’s executive team comes as the firm continues to refine and enhance its unique approach

Pathstone appoints former Schwab Family Office executive as Chief Growth Officer

Prior to Schwab, Brown was a senior leader at Fidelity Family Office Services

Intellectual Property Boutique Heim, Payne & Chorush Adds Associate Maryam Sheikh in Houston

Ms. Sheikh supports Heim, Payne & Chorush's experienced team of trial lawyers with extensive case law research, document preparation, and strategy development.

UBS Hires Ryan Lurie to Lead Arizona Wealth Management Market

Ryan will be responsible for overseeing the firm’s financial advisors in Phoenix and Scottsdale

Northern Trust Asset Management Names New Head of Tactical Asset Allocation

Peter Wilke Brings More than 20 Years of Multi-Asset Investment Expertise to Role

Evercore Wealth Management Names Tracy Schneider to Managing Director and Director of Marketing and Sales Coordination

Prior to J.P. Morgan, she was a director at AllianceBernstein, in the private wealth management group.

Simmons First National Corporation CEO Bob Fehlman to retire this year

The bank has appointed Chris Van Steenberg as its new COO

Pathstone Appoints Eddie Brown as Chief Growth Officer, Tapping Former Schwab Family Office Industry Executive

Brown's move signals a bold expansion strategy as Pathstone ramps up industry-leading Family Office Services for Ultra-High-Net Worth (UHNW) clients

Hamilton Reserve Bank Names Former Goldman Sachs Executive Head of Investment Banking, Co-Head of Private Banking

Mr. Joshua Larson has over 30 years of experience in investment banking, private equity, and corporate governance.

Citi Wealths Adds J.P. Morgan Exec to Lead Digital Efforts

Eric Lordi has departed J.P. Morgan to head up Citi's Wealth Platform and Experience unit.

Prime Capital Attracts L.A.-Based Former Edelman Advisor

Selu entered the industry with Fidelity Investments as a benefits and planning consultant

Everest names Corbo Head of US Primary Casualty, Weiser to lead US Excess Casualty

Prior to joining Everest, Corbo served as Head of Corporate Accounts, Primary Casualty for AIG

Syncro Promotes Andy Cormier to MSP Channel Chief

Seasoned MSP Expert to Lead Strategic Initiatives in Marketplaces, Partnerships, and Alliances

Modera Hires Ex-Hightower Executive as Director of Marketing

Modera Wealth Management has brought on Kirsten Ly, a former Hightower executive, as director of marketing.

Saurabh Joshi Joins CSG as President of Payments

He will be instrumental in driving our growth as we enter a new era in Payments.

Principal names Deanna Strable next president and CEO

Dan Houston to remain executive chair of the Board

29-year-old crypto hedge fund manager is hiring veterans

Crypto trades 24 hours a day, seven days a week, and Fadeev has a historic reputation for working all day and all night.

Goldman Sachs & JPMorgan are on a hiring spree for experienced junior bankers

JPMorgan's junior banker recruitment is even more enthusiastic.

Cetera CEO Adam Antoniades to Step Down By Year-End

Mike Durbin, CEO of Cetera Holdings, will assume Antoniades’ role, the company confirmed.

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