Managers of Wealth Americas

Morgan Stanley Appoints 155 New Managing Directors

With offices in 42 countries, the Firm's employees serve clients worldwide

TriState Capital Bank Hires Lettrich as SVP & Relationship Manager of Private Banking

Prior to that, he worked at Mellon Financial as a vice president and financial advisor.

Everest appoints Bill Hazelton

He has more than three decades of extensive industry experience

Arch subsidiary taps Berkshire Hathaway for CIO

He will report to Prashant Nema, executive vice president and chief information officer of Arch Capital Services LLC and Brian First, president of Arch Insurance North America.

Merrill Loses 26-Person FA Team to Rockefeller

Grand Rapids, Michigan–based Axiom Wealth Partners includes 10 advisors with a combined total of 171 years in the industry, practically all of which were spent at Merrill Lynch.

Merit Financial Advisors Hires Brian Andrew as Chief Investment Officer

Brian joins Merit from Johnson Financial Group, bringing three decades of experience

Realta Wealth Appoints Respected Wealth Management Executive Mark Helliker as Chief Operating Officer

Financial Services Veteran with Experience Across LPL Financial, Charles Schwab and Wells Fargo to Enhance Operations and Elevate Financial Advisor Experience

Goldman Sachs picks up stray Credit Suisse MD in Hong Kong

Over 20,000 people are still on UBS’ chopping block, although not all are likely to come in 2024

Evercore Wealth Management Names Managing Director, Wealth and Fiduciary Advisor

He contributed to the firm’s financial planning strategy and business development efforts throughout the Northeast.

InvestCloud installs former Fiserv chief as CEO

Yakubi was previously the CEO and chairman of Fiserv

Fiera Capital Appoints President and Chief Executive Officer, Fiera Canada and Global Private Wealth

He will be based in Montreal and joining Fiera Capital's Executive Committee.

Industry Leader Dave Kelly Appointed Chief Operating Officer Of Richardson Wealth

This will create important bandwidth for us to focus on the other two pillars of our strategy

Goldman Sachs Names New Head of Retirement

Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.

InvestCloud Appoints Jeff Yabuki as Chairman and CEO

Yabuki’s Motive Partners role expands to include Chairman & CEO of InvestCloud, which sets the stage for the Company’s next phase of growth

Bank of America Names Naveed Shujaat President of Central Florida

Steve Alch to focus on leading Merrill in Southeast United States

JP Morgan AM expands European ETF sales team with triple hire

Appointments from Amundi, UBS Investment Bank and Susquehanna

Blackrock announces layoffs

BlackRock management announced layoffs in an internal memo.

NewEdge Wealth Adds Veteran Municipal Bond Manager Kevin McIntyre to Investment Team

Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm

Industry moves: Dave Kelly takes on new COO role with Richardson Wealth

Plus, new head of Fiera Canada, and IG Wealth focuses on recruitment

Banking Industry Innovators Kevin Moss and Catherine Gacad Join VALID Systems

The duo will contribute their extensive industry experience to guide VALID Systems in expanding its deposit risk platform

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