Managers of Wealth Americas

Arch II unveils new energy heads

She has worked at Arch for 18 years and was appointed underwriting manager for onshore energy in 2020. Poulteney brings over 15 years of experience in the offshore energy sector to his new position.

Lido Advisors Announces the Hiring of Experienced San Diego Team

They are joined by Sam Hoeck, CFA, and Heather O’Connor, who each worked at First Republic Bank for 4 years prior to joining Lido.

Macquarie Capital names John Pickhaver Head of Infrastructure and Energy Capital, Americas

He will oversee principal investment and development activities in the region, including investing in development and infrastructure in transition for clients and communities.

Avantax Welcomes Walter Pardo and His New Jersey-based Wealth Financial Partners Team

A successful and growth-minded financial advisor, Pardo chose Avantax for its tax-focused approach to wealth management, specialized Home Office support teams, and deep network of CPAs and tax professionals

Advisors Brian Zakrocki and Joseph Wladyka join UBS Private Wealth in New York City

Brian and Joseph join the UBS Manhattan Market, managed by Chris DiMuria, located in the 1285 Avenue of the Americas office.

Lido Advisors Picks Up $1B First Republic Team in San Diego

Another advisor team—this time a San Diego–based group that managed $1 billion in client assets—has departed First Republic, as JPMorgan Chase takes over the troubled bank.

Fulton Financial Advisors and Fulton Private Bank Hire Mark Hoffman, Ph.D., CFA, as Chief Investment Officer

Responsible for investment strategy of wealth business with $14 billion in assets under management

IQ-EQ announces Regional CEO, Americas leadership transition

As part of this planned leadership transition Matt will take over the role from Mark who will remain as non-executive chairman of IQ-EQ Americas.

Coldstream Wealth Management Enhances Leadership Team with Addition of Matt Sonnen As Chief Operating Officer

Successful RIA Consultant and Veteran Operations Executive will Focus on Supporting Firm's Strategic Growth Initiatives and Scaling its Business

CEO Johnson Joseph Leaves Tenet Fintech Group Inc.; Board Appoints Raji Wahidy as COO and Acting CEO

"I am excited about this opportunity and would like to thank the Board for their trust. I look forward to working with Tenet's stakeholders to realize the vision of the Company."

Jennie Menzie Named CEO and President of Cumberland Trust

This leadership transition occurs as Cumberland Trust marks 22 years in service guiding families through the wealth transfer process.

Financial Gravity Welcomes New Family Office Director John Walters

John is an Enrolled Agent, Certified Tax Coach, Best Selling Author, Instructor, and Speaker at the firm LeWalt Consulting Groupe, LLC, located in St. Petersburg, Florida.

Two more advisors leave First Republic for RBC

Troubled bank continues to haemorrhage assets

Senior Citi banker departs shortly after report of Epstein meetings

On April 18, a federal judge had ordered JPMorgan CEO Jamie Dimon to set aside two days for depositions

Moelis & Company Announces the Significant Expansion of its Technology Investment Banking Franchise

Appoints Jason Auerbach as Global Head of Technology Investment Banking

Advisor Who Joined First Republic Last Month Returns to Morgan Stanley

J.P. Garofalo and his team left Morgan Stanley in early March for now-troubled First Republic, taking $1.2 billion in assets.

SouthState names Consumer and Small Business Banking, Government Guaranteed Lending and Premier Private Client Group Leaders

Chris Kamienski is named head of Consumer and Small Business Banking.

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