Managers of Wealth Americas

LM Re appoints Cara Sweeney as Specialty Casualty Underwriting Manager

“Her strong market relationships will help further strengthen our operations both in the US and globally.”

KeyBank names Brian Marlow as Washington market president

Marlow has worked at KeyBank for 23 years and has over 30 years of financial services experience.

State Street CFO to Depart for New Position Following Transition Period

State Street has commenced its succession plan with a formal internal and external search process and Aboaf will stay on and work closely with the State Street team into February to ensure an orderly transition.

InRule® Welcomes Chief Product Officer

Kevin, an accomplished leader in customer and user experience, founded the software product consulting firm 29th Drive

Object First Welcomes Industry Veteran as Channel Sales Director Americas

Gilbert began his career with AppRiver LLC

Raymond James Snags $1.1B Las Vegas Team

“After extensive deliberation and due diligence, our team partnered with Raymond James for its advanced technology platforms

Macquarie AM reshuffles real assets team

The asset manager said folding natural resources, listed infrastructure and real estate into a single business will strengthen the investment team and help drive success across the platform.

Moshe Bajnon Joins Nuveen Private Capital to Lead Global Private Wealth Platform

Bajnon brings over two decades of experience and extensive relationships across the wealth channel

Cambridge Associates Names New Head of Investment Strategy Office

Kristen Tongberg is replacing Noel O’Neill, who is joining a family office.

Audax Private Debt Hires John Wierzba to Lead Wealth Effort

Wierzba will be a member of Audax Private Debt’s Investor Relations team and play an integral role in building out the firm’s presence in the wealth channel.

Blackstone veteran to chair new insurance/asset manager venture

The two companies will co-exist under the Westaim brand, with Chu chairing the board.

State Street Expands Strategic Growth in Mexico as Part of Latin America Commitment

Maria Ximena Vasquez Barbosa appointed as country head of State Street’s strategic expansion in Mexico; builds on the firm’s ongoing expansion in Latin America

Northern Trust Asset Management Strengthens Private Wealth Sales and Distribution

Michael Gottesman and Wesley Urick Join NTAM’s Wealth Client Group with Nearly Six Decades of Combined Industry Experience

Michael Kaumeyer Joins Nicola Wealth to Drive Ultra-High-Net-Worth Business

Recognizing the opportunity to expand in the UHNW space, Michael’s new role reflects Nicola Wealth’s commitment to this market segment.

J.P. Morgan Asset Management Hires Justin Heller to Join Net Lease Strategy for Real Estate Americas

Heller brings his expertise from TPG Angelo Gordon to expand platform

Aztec Group appoints two new leaders for its U.S. operations

He has extensive expertise in investor relations, anti-money laundering, compliance, and business development.

Savant reorganizes exec team, promotes new wealth head

Kevin Hrdlicka has become Savant's head of wealth, filling the shoes of former chief advisory officer Chris Walters, who departed the firm earlier this year.

Michael Kaumeyer Joins Nicola Wealth to Drive Ultra-High-Net-Worth Business

His leadership will help the firm grow while assisting clients in building meaningful legacies for themselves and their communities.

Finra board chair Noll takes the lead as CEO of digital wealth firm

Industry veteran says digital transformation is firm's big opportunity.

Socotra Welcomes Greg Murphy as Head of Global Partnerships

“Socotra delivers the most powerful and flexible policy and billing technology in the insurance industry.”

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