Managers of Wealth Americas

First American Bank Welcomes New Tampa Team Member to Head Business Development

In his new role, Mr. Sasso will oversee business development in the bank’s West and Central Florida markets.

Bank of America London director returns as New York MD

Bank of America is an interesting place to be at the moment.

Trilogy Investment hires SVP of asset management

Additionally, Davis holds a Certified Apartment Manager designation.

HSBC hired itself a new chief information office from Citi

Riley spent 13 years at Citi, most of them working in technology in Institutional Clients Group (the investment bank).

Morgan Stanley Promotes Jed Finn to Head of Wealth Management

Finn will assume his new role on January 1, 2024, as part of the division’s transition under Andy Saperstein.

Everest appoints Patrick Hagerty

“With his deep technical property experience and strong leadership skills, I am confident that Patrick will continue to elevate our offering and drive the portfolio’s strong performance for the long-term.”

$700 Million Advisor Team Joins UBS in Hartford, Connecticut

The Keating Group joins the UBS Greater New England Market and will be located in the Hartford office at One State Street, which is managed by William Cholawa and Andrew Babiak.

Advent International Appoints Wealth Management Executive Tricia Rothschild as Operating Partner

Rothschild spent more than 25 years at Morningstar, transforming the company from startup to a leading, global and publicly-listed provider of investment research software, data, and index solutions.

Osaic Congratulates the AmeriFlex Group® on Recruitment of Financial Advisors with Nearly $500 Million in Client Assets

Also joining Osaic through AmeriFlex is the advisor team of Jeffrey McNaney and Lucas Dancy-Cabeal.

Kyle Miller Joins EP Wealth Advisors As Head Of M&A

Leading nationwide RIA accelerates pace of growth with build-out of internal M&A team; Elevates current General Counsel to Chief Administrative Officer; Adds Director of Project Management Office

Mirova US appoints two business executives to bolster its development in North America

Mirova US is appointing Stéphane Detobel and Francis Verpoucke, two highly recognized business professionals in the North American region.

JPM Miami advisor joins Citi Private Bank’s UHNW LatAm lending unit

Manuel Al-Abdallah will provide lending solutions to Citi's ultra-high net worth private banking clients based in Latin America.

Insigneo recruits int’l advisor vet from Merrill Lynch

Frank Fiore is the latest addition to the group's New York office which is led by former UBS executive Alfredo Maldonado.

Zug fund management brings in ex-manager from Blackrock Switzerland

Studer is moving from the Swiss branch of the world's largest fund house Blackrock to PMG.

Citi's MD exits include a rising star who hired hundreds of people

Sources say that Nina Guinchard, a New York-based managing director and global head of the institutional credit group within the transaction management team, is leaving.

World class cyber response team join A&O to offer clients unrivalled holistic data offering

Their arrival complements and strengthens A&O’s existing and market-leading cyber and data offering.

Northern Trust Asset Management Names New International Head of Quantitative Strategies

He will report to Michael Hunstad

Andrew Forrest charges into asset management with Fortescue Capital

Based in New York, Fortescue Capital will be led by Robert Tichio, who spent more than 17 years and raised about $US43 billion at private equity firm Riverstone Holdings.

Maya Joelson Joins Savvy Advisors as Founding Principal Wealth Manager and Global Investment Strategist

The Harvard-trained economist will lend her international markets insight to help the firm’s clients achieve their long-term financial goals

Leading litigation partner Joseph Adams joins Dentons in Honolulu

Adams defends premises owners, subcontractors, manufacturers and distributors of various products, ranging from Fortune 500 companies to small businesses.

People Moves