Managers of Wealth Americas

Ascot promotes recent hire to head US excess casualty

Previously, Osborne managed the national excess casualty portfolio at Swiss Re corporate solutions.

Kayne Anderson Rudnick deepens San Francisco advisory bench

Toth, who has been registered for seven years in the investment advisory industry, noted the firm’s commitment to guiding clients towards their financial goals with personalized solutions.

Piper Sandler Strengthens Technology Investment Banking with the Additions of Rob Freiman and Kegan Greene

Freiman and Greene will both focus on the financial technology sector.

Bank of Nova Scotia Hires Morgan Stanley Executive to Lead Global Banking

Scotiabank said Machen would be based in New York and Toronto

Merrill Lynch FA Bolts for RayJay

I joined Raymond James to provide advice and guidance to my client

Multiple Advisors Depart from JPMorgan

First Republic was a leading provider of private banking and wealth management solutions for high-net-worth clients

JPMorgan's new managing directors include someone who joined from Walmart in 2021

JPMorgan's new technology MDs include Arvind Reddy, the New York-based head of platform

Piper Sandler Strengthens Technology Investment Banking with the Additions of Rob Freiman and Kegan Greene

They bring a wealth of knowledge and relationships and will play a pivotal role in our continued efforts to provide world-class advisory services to our clients

Alpha Capital Family Offices: Tom Riley Hired To Lead Portfolio Management

He joins Alpha Capital Family Offices from Northern Trust, where he served for over a decade as a senior portfolio manager, overseeing $500+ million in assets for UHNW investors.

Citigroup made another major JPMorgan hire without anyone noticing

JPMorgan isn't commenting on the suspicious exits

Concurrent Shifts Into ‘Growth Mode’ with Four Industry Hires

Matthew Unger, who joined this week from Goldman Sachs, will also support organic growth

Wilmington Financial Firm Splits From Wells Fargo Wealth Brokerage Services

The firm was formed in 2019 with three Wells Fargo Advisors Wealth Brokerage Service advisors

Rabobank N.A. Names Tom Tolda CFO

Previously, he held group CFO roles with Wells Fargo & Company, and Citigroup in the United States and abroad.

Veteran Asset Manager Joins Alpha Capital Family Offices from Northern Trust

Riley joins a team of five that includes a trio of multigenerational partners/advisors and two client service professionals.

Julius Baer recruits Relationship Managers for Brazil International market

Prior to joining Julius Baer, he was Senior Relationship Manager servicing Brazilian private clients at Banco Bradesco Europa S.A. in Luxembourg.

$820M Former Merrill Advisor Joins LPL’s Strategic Wealth Services

Clayton Ortloff, an advisor out of Midland, Texas, will join the independent broker/dealer’s model for advisors looking for more autonomy while buttressed by back office support.

Core Spaces Launches Global Wealth Management, Appoints Tom and John Dine

Industry veterans and brothers previously served as Directors at Apollo Global Management

WTW names Danielle Lombardo Chair of REHL Division, CRB NA

In addition to driving client solutions, Lombardo will focus on driving initiatives to automate workflow and provide the technology, analytics and support needed to provide white-glove service to the fast-paced real estate business.

AIG announces retirement of David McElroy

The company has confirmed that McElroy and AIG have agreed to accelerate his retirement date for personal reasons and will remain available to the Company.

Cresset Welcomes Two New Advisory Teams, Expands National Presence and San Francisco Footprint

The teams join Cresset from J.P. Morgan, and previously First Republic Bank, where they managed approximately $5 billion in assets.

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