Managers of Wealth Americas

Citigroup wealth executive hired from BofA leaves after months, source says

Wealth management is a key growth area in CEO Jane Fraser's plan for improving Citigroup profitability.

Citi wealth exec set to depart after four months: Report

Don Plaus is reportedly leaving the firm for personal reasons just four months after he was tapped as Citi Private Bank's head of North America.

WSFS Announces John Heiser as Senior Vice President, Senior Private Banking Relationship Manager

Prior to joining WSFS, Heiser spent the last 12 years with Wilmington Trust, nine of those as a Senior Private Banker.

WSFS Bank appoints new senior VP for Private Banking

Heiser's educational background comprises a master's degree in education from Cabrini College and a bachelor's degree in English from Temple University.

John Hancock Investment Management Appoints Two New Trustees to John Hancock Group of Funds Board

He has also previously served as a board member and audit committee chair of a large global asset management company.

1900 Wealth Management Austin Office Adds Managing Senior Vice President

Highly Experienced Finance Executive Melissa Torres Anderson Will Direct

Jeannie P. Adams Joins Insigneo’s Network, Bringing Decades of Expertise in Wealth Management

This key addition comes through a joint effort by Insigneo’s Market Heads in New York and Miami.

Withers welcomes new corporate partner Rosa Ertze in New York

Rosa has a broad ranging practice in corporate, M&A and lending transactions.

Scott Wilson named Managing Partner of Dentons’ Vancouver office

Scott Wilson brings a wealth of experience and a deep commitment to the Firm's values.

Chicago Financial Advisory Firm Porte Brown Wealth Management Names New Financial Advisor

Nicky embodies a deep commitment to empowering clients by creating personalized plans.

Barclays appoints Jonathon Traer-Clark as Head of Americas for Global Transaction Banking

Jonathon is an award-winning treasury practitioner with over 30 years of international finance, corporate treasury, sales, and strategy experience.

Focus Financial Partners Promotes Travis Danysh to Chief Corporate Development Officer

Mr. Danysh will continue to be based in Austin, Texas, and will report directly to Michael Nathanson, Focus’ Chief Executive Officer.

RF Capital Announces CEO & CFO Succession Plan & Reports Second Quarter 2024 Results

Chief Financial Officer Tim Wilson has decided to depart in Q3 to become Chief Financial Officer

Mosaic aims to accelerate growth of specialty lines in North America

Joe is a trusted colleague and progressive industry leader

As Citadel Securities expands, people keep migrating from Goldman Sachs

Quite a few have previously worked for Goldman Sachs.

Richardson Wealth enhances digital strategies with new appointment

Marcus Chun steps in as head of Digital Strategies to drive Richardson Wealth's technological advancement

Tech leadership change at Wells Fargo sees Kerrins take up new Gen AI role

Kerrins will serve as the head of consumer technology and will lead a new Generative AI team

Welltower Announces Addition of Andrew Gundlach to Board of Directors

Mr. Gundlach has been a key figure at First Eagle Investment Management, where he has served on the board since 2004.

John Hancock Announces Portfolio Manager Change for Hedged Equity & Income Fund

Mr. Isch has been involved in the management of HEQ since 2012 and was named a portfolio manager in February 2019.

Financial Advisor Dan Chorney joins UBS in New York City

Dan brings more than two decades of experience advising successful individuals and families on their wealth management needs.

People Moves