Managers of Wealth Americas

Juan Bernal is named new group chief investment officer at MAPFRE

Juan Bernal, who has more than 25 years of experience in financial markets, has headed up asset management, private banking and personal banking in numerous leading financial institutions in Spain.

Citizens bolsters wealth management team with hires

Coveted Wealth team joins Citizens Financial with $5bn in customer assets

EQT further expands private wealth team with appointment of Peter Aliprantis as head of Private Wealth for the Americas

Peter will lead EQT’s private wealth efforts across the region

Polar Capital hires industry veteran Morgan Lee for US expansion plans

He was most recently vice president and regional director for Dimensional Fund Advisors

Miracle Mile Hires New Chief of Investments

From Telemus Capital, Matt Dmytryszyn's resume spans 20 years as a research analyst for LaSalle Street, Russell Investments and Piper Jaffray.

Axis appoints Pauline Morley

She will lead the growth and advancement of the Axis offering in the professional liability market, aligned with the company’s position as a leading specialty insurer.

Raymond James Gains Advisor From Morgan Stanley, Loses One to LPL

Taimur Baig’s move to Raymond James from Morgan Stanley is the latest of several teams joining the firm’s employee advisor channel from the wirehouse this year.

Google terminates 28 employees after multicity protests

The arrests, which were livestreamed on Twitch by participants, follow rallies outside Google offices in New York, Sunnyvale and Seattle

Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio

The former LPL executive joins to lead the adoption of TIFIN's AI-centric platforms at leading wealth enterprise firms

The former JPMorgan MDs becoming product executives in fintech

This week, two former JPMorgan MDs have become chief product officers at separate fintechs, one in New York and the other in San Francisco.

Capstone Asset Management Enhances Investment Team with Addition of Senior Portfolio Manager James Jung and Director of Real Estate Investments Clayton Rutquist

James brings leadership and management to Capstone's public and private credit investments.

Executive Assistant to Chairman and CEO

Effectively partner and coordinate closely with the Senior Executive Assistant to the Chairman and CEO in supporting the Chairman and CEO.

Baron Capital Announces Leadership Changes

Stern spent the last 23 years with FactSet.

Bank of America brings new head of IB Switzerland from UBS

He will take over the position on July 1

Citi wealth division's CIO Bailin to depart after 15 years

Bailin became the global head of investments in 2017 and took his current job in 2019.

Citizens Financial Group Names Paul Casey to Lead Wealth Business

He will lead the bank’s Citizens Wealth Management and Citizens Private Wealth Management organizations, serving the needs of mass affluent, affluent, high-net-worth, and ultra-high-net-worth clients.

Fortitude Family Office Founder and CEO Matt Walker Named Executive of the Year by Business Intelligence Group

Walker is honored with award for his commitment to top-level client service and strengthening local communities through business and charitable initiatives

Northeast VP of Wealth Management Appointed to President of Board of Directors for BISA

John has sat on BISA’s Board of Directors for over five years

Schroders hires 2 execs for private debt and credit alternatives unit

Kezelman was managing director and strategy specialist in the client partnership group at TPG Angelo Gordon.

UBS Private Wealth Management hires Regina Bronson and Alex Gitomer in New York City

They will report to Market Director Thomas Conigatti.

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