Managers of Wealth Americas

Compound Planning Continues Firmwide Growth After Adding 30 Advisors in 2024

With Latest Hires, Compound Grows Advisory & Leadership Teams; Expands Recruiting Capabilities

TD Bank Group Announces New Global Head of Financial Crime Risk Management

She succeeds Herb Mazariegos, Senior Vice President, Financial Crime Risk Management, TD Bank Group, who will be leaving the Bank.

Soltis Investment Advisors Appoints Neal Simon and Clive Cholerton to Board of Directors

With over 30 years of combined industry leadership experience, Simon and Cholerton will help support Soltis execute on key growth initiatives

Peapack Private Bank & Trust Hires Ari Kramer as Senior Managing Director

He also held positions at Citi Private Bank and Commercial Lending group at TD Bank in NY.

Northern Trust Names Robert Moritz, Richard Petrino to Board of Directors

Moritz, the former global chairman of PricewaterhouseCoopers (PwC), will join the Northern Trust Board of Directors effective March 1, 2025.

Evercore Wealth Management Names Jonathan Kropf Partner and Head of San Francisco Office

Previously, he held a similar role as an executive at First Republic Private Wealth Management.

US wealthtech Envestnet hires new CEO

Todd joins the company following a four-year tenure at US software giant Ultimate Kronos Group

KBI Global Investors Appoints Geoff Blake As Chief Executive Officer

Blake was appointed to the KBIGI North America board in April 2008 and the Irish parent company board in 2015.

Envestnet Announces Chris Todd as Chief Executive Officer

Transformational Leader to Drive Innovation, Enhance Client Experience, and Accelerate Growth

Scott Poore Named Chief Investment Officer of Kingswood Wealth Advisors

Poore to continue overseeing the rebranded Kingswood Eudaimonia Asset Platform, a TAMP that provides advisors access to strategic and customized portfolios

The Bancorp Appoints Dwayne Allen to Its Board of Directors

Allen brings more than 25 years of senior leadership experience in technology and digital transformation

AlixPartners announces David Garfield and Rob Hornby as Co-Chief Executive Officers effective February 1, 2025

David and Rob succeed Simon Freakley, who has served as Chief Executive Officer since 2015.

Kurt Maurillo registered as NFL Players Association Player Financial Advisor

“These athletes have worked their entire lives to reach the highest level of their sport,” said Maurillo.

Goldman Sachs and JPMorgan said goodbye to top rates traders

At least this is the message from senior people in London at both Goldman Sachs and JPMorgan.

TD Bank Group Accelerates CEO Transition; Announces Board and Committee Renewal

Four new directors to stand for election at 2025 Annual Meeting of Shareholders

$1.2B JP Morgan New York Team Jumps to RBC

The Pensato Slyane Group is “one of the most elite New York City wealth management teams,” according to the director of RBC’s New York complex.

SEI Bolsters Global Leadership with Key Appointments in Luxembourg

Leaders to Support Strategic Growth Across Global Operations

Truist COO and vice chair Beau Cummins resigns with immediate effect

Cummins previously served as co-COO and wholesale segment executive at SunTrust prior to its merger with BB&T Corporation in 2019 to form Truist.

VeraBank names new Wealth Management Trust and Wealth Advisor

She joined VeraBank in 2010 and is a proven dedicated team member who is passionate about the financial industry and customer success.

Standout Litigator Joshua Blosveren Joins Cohen Ziffer Frenchman & McKenna

With the addition of Blosveren as well as seven new associates within the last year, Cohen Ziffer has more than tripled in size since its launch in 2021.

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