Managers of Wealth Americas

Goldman’s O’Connor Joins ETF Provider Global X as CEO

Global X is currently the 13th largest ETF issuer in the US by asset size, with about $43 billion across its suite of thematic funds.

Stonebridge Financial Group’s New RIA Lands Its First Advisor

Stonebridge Director and COO Cody Gehman said the firm was “thrilled” Seiden was its first advisor for the 1099 platform

Snowden Lane Team Leaves to Launch Florida RIA

A pair of advisors from Snowden Lane have broken away to create Coral Reef Advisors, a registered investment advisory in Florida’s Ponte Vedra Beach.

Spectrum Wealth Management Announces the Hiring of Daniel D. Meiklejohn

Before joining Spectrum, Daniel held impactful roles at industry-leading professional firms in wealth management, accounting, and law

Vistra appoints Abdel Hmitti as Managing Director and Global Head of Funds

In his new role, Abdel will lead Vistra's funds business, overseeing the teams responsible for commercial, relationship management, product development, and digital solutions.

Global X ETFs hires CEO from Goldman Sachs AM after senior executive exodus

He was originally hired by the firm in 2017

BNY Mellon names global head, data and analytics

Gerdeman joins BNY Mellon from Everstream Analytics

Eyeing Transformative Growth in 2024, Leading Liberator in the Wealth Management Space Announces Strategic Appointment

Dynasty Financial Partners Names Tim Oden as Executive-in-Residence

Asset-Map Adds Cheryl Nash to Board of Directors

Cheryl Nash, who Currently Serves as the Chief Customer Executive at InvestCloud, is the Fifth Executive to Join Asset-Map’s Board.

Steve Clifford joins Carofin as Managing Director

Representing a further expansion of the investment bank’s sales management team

$900bn private markets firm Hamilton Lane hires LatAm wealth head

Sebastian Ochagavia has joined the group from third-party marketer Davinci Trusted Partner.

BNP Paribas Exane Grows Global Team with Five Senior US Analyst Appointments

BNP Paribas Exane has been ranked the #1 industry research provider in Europe

Baillie Gifford Scottish American manager steps down from trust

Focusing on other roles at the firm

Wealth Solutions Report Names Veteran Journalist Jeff Berman Contributing Editor

Addition Of Seasoned Wealth Management Industry Reporter Reflects Digital Outlet's Robust Growth And Commitment To Delivery Of High Quality, Insights-Driven And Objective Editorial Content

Hines Hires Former Head of Carlyle Private Wealth

Experienced leader tapped to build out firm’s growing global private wealth solutions platform

Former Blackrock Exec to Head Private Markets for Manulife IM

Valentine Andrews and her team will work with Manulife IM’s global product group and business leads

$2 Billion Advisor Team Joins UBS in Paramus, New Jersey

The team will be located in the Paramus, New Jersey Private Wealth Management office of UBS, managed by Market Director Adam Kamm.

Merrill Signs JPMorgan Private Banker Managing Nearly $9 Billion in Los Angeles

The move does not appear to reflect a change in recruiting strategy at Merrill

Mercer Adds to Its M&A Teams

Mercer hires executives from NewEdge Advisors, LPL Financial, Charles Schwab and others.

Stifel Independent Advisors Adds Teams from Wells Fargo, LPL Financial

The hybrid platform welcomes teams overseeing $985 million in Washington and Illinois.

People Moves