Managers of Wealth Americas

JPMorgan's chief market strategist, bearish on equities, exits firm

Kolanovic has been a bearish voice on Wall Street, retaining a 2024 price target for the Standard & Poor's 500 index of 4,200

Citizen Bolsters Wealth Management Recruiting

These recruits include a 12-person team from San Francisco with over $5 billion in assets and a four-person team from Boston with about $1 billion in assets, both previously from First Republic Bank.

Citi Tech Executive Is Latest to Leave as Wealth Overhaul Continues

Varela ran the tech team responsible for “leading the transformation of Citi Global Wealth,” his LinkedIn profile said. Varela didn’t respond to requests for comment.

Jose Minaya Joins BNY as Global Head of BNY Investments and Wealth

Mr. Minaya will join the company on September 3

Premier Miton US manager Nick Ford to retire after 40 years

The firm is hiring Federated Hermes US equity fund manager Alex Knox to replace Ford when he steps down in September.

Newly-Created Fortis Wealth Advisors Joins NewEdge Advisors

NewEdge, which is based in New Orleans, supports independent financial advisors nationwide.

Walkers continues to invest in talent with 29 senior legal and professional services promotions

The 12 senior promotions in the professional services division reflect increasing demand worldwide

LPL lands father-daughter advisor pair from Morgan Stanley

The independent wealth giant adds the two breakaway advisors, who managed roughly $290M at the wirehouse, in Washington DC.

Deutsche Bank's ex-head of Americas ECM quietly resurfaced at Cantor Fitzgerald

The reason for Bohm's Deutsche Bank exit was not given in initial reports on his departure.

Citadel caught a new chief compliance officer, from Millennium

Nathan Perrone, who's been working in equities compliance at Millennium, has availed himself of one.

Advanced Bionics Announces New President and Management Board Member

Alistair Simpson Joins Sonova as Group Vice President for Cochlear Implants and President of Advanced Bionics Following the Retirement of Vicky Carr-Brendel.

Savvy Advisors Continues Recruiting Push with Addition of Four New Wealth Managers

Growing team of advisors have access to Savvy Wealth’s proprietary technology designed to enhance the client-advisor relationship and improve advisor productivity

PineBridge Investments Appoints Shannan Simmons as Head of Business Development, Americas

Effective 17 June, Shannan Simmons has been appointed Head of Business Development, Americas, alongside her current position as Global Head of Consultant Relations.

Steven Goulart Appointed as DWS USA Corporation Board Chairman

At MetLife, he oversaw approximately $600 billion in assets under management worldwide.

True North Advisors Hires Melissa Lucas and Susan Rowinski to Elevate Expanding Family Wealth Offering

Melissa sits on the Investment Committee and will be a key thought leader as True North further expands its service offerings.

JanOne Appoints its Chief Revenue Officer and President of its Fintech Subsidiary, ALT5 Sigma

Vay's expertise will be invaluable as we educate our end-users on the breadth of the ALT5 portfolio.

$1.3B Las Vegas Team Departs Morgan Stanley for Raymond James

The seven advisors making up the team are joining Raymond James’ employee advisor channel.

Two Wealth Management Veterans Join Fiduciary Trust International in Atlanta, Continuing to Build Local Team

Industry Veterans Join Firm from Bank of America Private Bank, Attracted to Fiduciary Trust International’s Nearly 100-Year History Serving High-Net-Worth Clients, and Southeast Growth Strategy

BBH Grows its Infomediary® Data Solutions Team with Hires in Boston and London

BBH is pleased to announce it has grown its Infomediary® Data Solutions team in the U.S. and Europe to support its continued investment in data solutions.

Two Wealth Management Veterans Join Fiduciary Trust International in Atlanta, Continuing to Build Local Team

Industry Veterans Join Firm from Bank of America Private Bank, Attracted to Fiduciary Trust International’s Nearly 100-Year History Serving High-Net-Worth Clients, and Southeast Growth Strategy

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