Managers of Wealth Americas

Grant Thornton bolsters its Asset Management practice with new Philadelphia principal

Scarpa joins Grant Thornton as a Tax principal

Merrill Private Wealth Management chief to lead Citi Private Bank North America

Citibank incumbent is retiring after 22 years with the firm.

Easterly Asset Management Appoints BlackRock’s Head of Sales

Michael Collins will transition to Easterly’s Head of Business Development

RFG Advisory Bolsters Executive Roster by Adding Abby Salameh and Two Tenured Leaders

Salameh, Brendan Frazier and Kenneth Kim will accelerate growth, evolution of award-winning RIA

Visa names Michiel Wielhouwer country manager, Canada

Wielhouwer joins Visa Canada at a time of growth and opportunity as the company establishes new secure ways to pay, driven by its innovation and fintech strategy.

Sanctuary Wealth welcomes its partner firms’ network

A senior financial adviser in North Carolina sought technology and investment reforms for her company and clients.

Foundation Source appoints wealth management innovator and fintech pioneer Mark Casady to its Board of Directors

Casady brings decades of diverse experience in the financial services industry, spanning asset management, brokerage, and banking

Howden Tiger appoints new Head of Operations, Brazil

Bringing over 25 years of invaluable experience in the insurance and reinsurance sector, Souza has worked at esteemed companies

Osaic Welcomes Sturkie Wealth Management Group

Founder Stephen Sturkie and His Team Bring More Than $240 Million in Client Assets to Osaic from LPL Financial

Morgan Stanley Miami advisor exits for LatAm wealth shop

Francisco Rubio has been at Morgan Stanley for two years and is the latest in a long line of advisor exits from the wirehouse.

Northern Trust Appoints Dotti Reeder Market President for Dallas-Fort Worth

She joins a team providing best-in-class investment management, trust, banking and advisory based solutions.

Vantage Group CFO to join California’s NMI Holdings

NMI Holdings is the parent company of National Mortgage Insurance Corporation, a US-based, private mortgage insurance company.

Baker McKenzie Adds Seasoned International Tax Lawyer in Chicago

Rob joins Baker McKenzie as a highly regarded international tax attorney

Paul Hastings Welcomes Premier Tech-Focused IP Litigation Team in Silicon Valley and Washington

We’re very excited to welcome this team

Lockton Re appoints Brian Lewis to lead Cyber Practice in North America

We are thrilled to have Brian onboard

Wells Fargo names M&A veteran Braunstein as vice chair in investment banking push

At Wells, he will be in charge of growing the advisory and corporate finance businesses and will report to CEO Charlie Scharf

Doug Braunstein to Join Wells Fargo as Vice Chairman

He will report to CEO Charlie Scharf.

Dominari Securities LLC Welcomes Seasoned Wealth Management Advisor

Adds wealth management talent in support of 'growth and development' strategy

Veris Wealth Partners elevates a co-CIO and a Head of Advisory Services

Managing Director of Investments Roraj Pradhananga adds CIO responsibilities; Jane Swan named Head of Advisory Services

Focused Wealth Management’s Philip J. DeAngelo Appointed to Schwab Advisor Services Advisory Board

Continuous listening is at the very foundation of the trusted relationships we have with our advisor clients

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