Managers of Wealth Americas

Zaman Toleafoa joins Brunswick Group as a Partner

Brunswick further strengthens its global Financial Institutions Group.

Truist names chief financial officer

"Our teammates, clients, investors and communities are excited by Truist's purpose and potential, and I look forward to serving them as CFO,"

Mattamy Asset Management Appoints New Board Member

Seasoned executive joins Board of parent company of North America's largest privately owned homebuilder

Eric Heaton Joins Rockefeller Capital Management as Head of Strategy

Fleming added that Heaton “exemplifies the best-in-class talent we’re gathering at every level of Rockefeller. We’re delighted he’s chosen our firm as his place-of-choice for continuing his career.”

Timothy Donahue Joins Lazard as a Managing Director and Vice Chairman of US Investment Banking

He will collaborate with the Capital Markets Advisory Group, and Restructuring and Capital Solutions Group, to best serve corporate and financial sponsor clients.

R&Q appoints chief claims officer for North America

“Creating a more efficient and specialised claims’ function is an important part of our objective to deliver best-in-class outcomes and become a more data focused and scalable Legacy solutions provider. Hillary’s strong technical claims

Morgan Stanley Welcomes Back UBS Brokers with $6.3M Combined in NY, MD

In the more recent shift, 39-year industry veteran David A. Shorr rejoined Morgan Stanley after a 10-year hiatus at UBS

Janus Henderson bolsters fixed income team with senior appointments

The firm has announced its plans to promote four Citywire-rated fund managers within its fixed income department, effective from the 1st October.

Weidman steps down from Utah captive division

The UID said that it is very thankful for his diligent work and service to the department during his time and wishes him well in his new ventures.

Porsche Consulting names Gregor Harman head of North American operations

Based in Porsche Consulting Inc.’s Atlanta headquarters, Harman today succeeds BCG alum Jared Feiger, who led the consultancy for a little over a year.

UBS Private Wealth Recruits Advisor From Wells Fargo

She was formerly with Wells Fargo Clearing Services LLC in San Diego, and according to Wealthminder, manages over $692 million in client assets.

Bradesco hires advisor to join gatekeeper team

His arrival marks Comodo’s return to Bradesco AM, where he worked between 2016 and 2019 in a similar role.

Heather Katzenstein Joins Parallel Advisors

Katzenstein to build out Parallel's Trust Services offering.

Accutech hires fintech veteran to lead trust and wealth business unit

John Watts joined the company this summer as a managing director

Camden Capital Appoints Dylan Kremer as Co-Chief Investment Officer

Camden Capital provides a holistic approach to wealth management, legacy planning and family office services.

Dolloff joins First National Wealth Management

First National Bank is an independent community bank with 18 offices in Lincoln, Knox, Waldo, Hancock, Washington, and Penobscot counties.

Opportune Appoints Daniel Rojo as Managing Director

Mr. Rojo holds an MBA and BA in Economics from Rice University. He is also a FINRA Series 79 and 63 registered representative.

Summit Bank Welcomes Veteran Portland Banker Jackie Costello

“We are excited to have Jackie join our efforts to help Summit Bank grow our market presence in this community. Her long-time banking career will benefit our entire team and expand our client base,”

Republic Bank appoints Chief Financial Officer and Chief Financial Officer

Holland will join First Republic from MUFG Union Bank, where he currently serves as the CFO of Union Bank and MUFG Americas and held roles of increasing responsibility over the past 14 years.

New VP named at Salisbury Bank and Trust

She will work with retail branches and commercial lending departments to support and develop relationships with clients.

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