Managers of Wealth Americas

State Street Appoints Industry Veteran as New Global Head of Enhanced Custody

Taryn Siglain brings more than 15 years of financial services experience to State Street

Merrill Private Wealth Head Don Plaus to Retire

Plaus, who is 60 and also oversees Merrill Lynch’s international and institutional wealth groups, had led private wealth (formerly known as the Private Banking and Investment Group) since 2017.

Apex Group appoints new head for Dallas office

She was managing director at that firm, and has over 20 years of experience in private equity, real estate and the financial services industry.

Liberty Mutual expands financial lines team

Prior to joining Liberty Mutual, Larson led financial lines at CNA Financial and held several key roles at Chubb.

JPMorgan banker joins Blackstone to advise wealth fund investors

Stubbs joins from JPMorgan's private bank, where he was global head of thematic investing

TIAA Taps New Head Of Wealth Management Distribution

She has served as the bank’s country head of wealth and personal banking in Malaysia and as global transformation program director in London.

Northern Trust Appoints Senior Managing Director

We are looking forward to his expanded role to benefit the entire team in South Florida.

GSAM head of global fixed income to exit, steps off funds

Sam Finkelstein is leaving the firm at the end of June. Kay Haigh and Whitney Watson will step up to become global co-heads of fixed income and liquidity solutions.

Franklin Templeton Names Leeor P. Avigdor as SVP, Global Treasurer and Head of M&A

“Franklin Templeton is well positioned with a strong balance sheet and has a track record of investing for long-term growth,”

Tony Noel Joins Alliant Insurance Services, Expanding Midwest Presence

Minneapolis-based producer will support a broad client base through a full range of strategic risk and insurance solutions

Global Marketing Leader Joins the IDIQ Board of Directors

Veteran marketer brings decades of experience working with billion-dollar brands such as the NBA, Nationwide Financial and State Farm to IDIQ

Wealthspire Advisors Names Channing Olson Head of Integration and Project Management

Prior to joining Private Ocean, Olson managed operations and marketing for a corporate consulting firm focused on accountability and culture management training for Fortune 1000 organizations.

ZCG and ZCG Consulting Announce New Hires for 2023

Mr. Yeh was within the Private Equity Value Creation group at Strategy&, part of the PwC Network

Clearlake and Motive-Backed BetaNXT Names Chief Financial Officer

Appointment Enhances Leadership Team and Signals a Continued Focus on Operational Excellence

Leading Financial Advisor Joins Insigneo From Morgan Stanley

International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients

Lincoln Financial Group appoints new head of Group Benefit Claims

Christen joins the company from MetLife, bringing more than two decades of leadership and industry experience

Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley

International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients

Peter Cannava to Lead Multifamily Capital in the Corporate & Investment Bank

In his role, Cannava will oversee all teams that execute on government‑sponsored enterprise (GSE) financing for market rate apartments, affordable housing, manufactured housing, student housing, health care properties and senior housing developments.

Northern Trust Announces New President of Asset Management Business

He will join Northern Trust’s Management Group and report to Chief Executive Officer Michael O’Grady.

Angeles Wealth Management Names Chloe Wohlforth as Partner

One of the architects of Angeles Wealth’s client experience becomes firm’s youngest ever partner

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