Managers of Wealth Americas

Private Wealth Advisor Joins UBS in San Jose, CA

The team also includes Senior Wealth Strategy Associate Jenny Brummer and Client Service Associate Erica Soriano.

Geneva LatAm private banker departs Credit Suisse

Gustavo Ramos Baron has left the bank after roughly three years where he catered to Brazilian clients from the firm’s desks in Geneva, Switzerland.

Honigman Welcomes Back Robert Palmersheim as Partner in Chicago Office

Also joining the firm is skilled commercial disputes attorney Timothy Parilla

Greycourt Hires Wendy Pan, Senior Research Professional

Prior to her experience at Jefferies, she was a director of private investment research at Segal Marco Advisors, where she focused on private equity, real estate and infrastructure funds for a $12 billion portfolio.

State Street Appoints Global Head of Agency Securities Lending

Patricia (Patty) Hostin brings more than 20 years of securities lending experience to State Street

International Wealth Management Firm Insigneo Incorporates Alfredo Maldonado to Lead Its Expansion in New York City

Mr. Maldonado brings 25 years of international wealth management experience

F.L.Putnam Expands Ultra-High-Net-Worth Offering with Key Hire

Stephanie Bruckner brings 18 years of investment experience with deep family office expertise

U.S. Bank Private Wealth Management expands their Vancouver team

Kevin Cavanaugh also joins as a Private Wealth Advisor.

Jeff Hogan joins the Corporate & Investment Bank as Co-head of Global Mergers & Acquisitions

Jeff is a member of the Council on Foreign Relations.

LPL Financial Welcomes Financial Advisor Michelle Brennan Hall

Known for creating the Financial Life Map Strategy™ that fosters investor financial strength and well-being, Michelle understands the importance of clarity about the road ahead.

Deltec Bank & Trust Announces Key Appointments in Private Banking, Risk & Compliance, Technology & Operations

The new appointments include internal promotions and external hires specifically geared towards expanding the Bank’s traditional and digital offerings to its global client base.

Mike Drennen Joins Fairport Wealth as Chief Wealth Officer

Mr. Drennen Assumes Leadership Role at Fairport After Working Closely With the Firm & Supporting its Growth While at Parent Company Hightower

Former SVB Private CIO Joins Neuberger Berman Private Wealth

Shannon Saccocia has been named chief investment officer for Neuberger Berman's private wealth division, less than a week after announcing on LinkedIn that she would not join First Citizens.

Modern Wealth Management Appoints Stephen Tuckwood as Director of Investments, Nicole Bittner as Head of Growth Operations

Former Goldman Sachs Personal Financial Management vice presidents bring combined experience in investment analysis and management, and organic growth lead generation and curation.

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