Managers of Wealth Americas

Senior Fixed Income Portfolio Manager Joins Mesirow from Northern Trust Asset Management

Previously, Dan was a Senior Portfolio Manager at Northern Trust Asset Management

RBC Attracts $915M Team from Truist

The team moving to RBC also includes senior business associates

Northern Trust Asset Management Names Co-Head of Wealth Client Group

Previously, she was regional sales manager at Vanguard, client advisor at J.P. Morgan Asset Management, national sales manager and co-head of wealth management distribution at Merrill Lynch & Co. and a regional director at Goldman Sachs.

Callie Cox Joins Ritholtz Wealth Management As Chief Market Strategist

Fast-growing RIA adds Cox to lead client communications on investment strategy and market analysis

Morgan Stanley managed advisory banker exits

A private banker in the US lender’s managed advisory team in Singapore has left the company.

Evercore Wealth Management Names Paula Stumne Managing Director, Wealth and Fiduciary Advisor

Ms. Stumne is based in Minneapolis and works directly with ultra-high-net-worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.

Morgan Stanley names new head of int’l wealth management in leadership shuffle

The wirehouse has made three senior appointments within its IWM and international banking divisions, Citywire can reveal.

Nuveen Appoints William Huffman as Chief Executive Officer

Mr. Huffman will chair the Nuveen Executive Leadership Team and serve as a member of TIAA’s Executive Committee.

Financial Harvest Wealth Advisors Expands with Two Key New Hires

Financial Harvest's dynamic growth is evidenced by individual accomplishments as well as team expansion.

CRC Group strengthens executive team

This team is tasked with enhancing support functions across CRC Group’s various business segments.

BofA Names Michael Garand as Worcester President

Garand has more than three decades of experience in financial services

Resolute Investment Managers Appoints Chief Executive Officer

Mr. Stumm brings more than 20 years of industry experience to the position, including 12 years with Resolute and American Beacon Advisors

Northern Trust Asset Management Names Head of Global ETFs and Funds

David Abner, Pioneer of the ETF Industry, to Oversee NTAM ETFs and Mutual Funds

Northern Trust Strengthens Foundation & Institutional Advisors Practice in the Southeast

He provided thought leadership, education and insights on their investment and retirement assets.

Sequoia Financial Group Hires Wealth Management Veteran Chris Thom as Chief Strategy and Partnerships Officer

He will also lead brand strategy for the firm and oversee Sequoia's marketing efforts.

Cahaba Wealth Management promotes Williams to senior financial advisor

Williams graduated from the University of Alabama

AllocateRite Welcomes Jon Beyman to Advisory Board, Ramping Commercialization for AI-Driven Wealth Management Platform

Jon Beyman's addition as an advisor underscores AllocateRite's commitment to excellence and innovation

Wealthspire Advisors adds former BofA portfolio manager to growing team

Industry veteran joins the firm in the New York, South Florida markets.

Raymond James announces new head of financial planning

Michelle Connolly brings over two decades of experience in the wealth, insurance, estate, and trust planning industry

Evertas Names Nick Selby Head of European Underwriting

The Evertas underwriting process gives us a significant competitive advantage in the fast-growing crypto insurance industry

People Moves