Managers of Wealth Americas

Ron Lockton returns as Lockton CEO succeeding Peter Clune

Mr. Lockton was previously CEO from 2017-2020 and served as Executive Chairman during Mr. Clune’s CEO tenure

J.P. Morgan Private Bank Welcomes James Donovan

Most recently, Donovan joins the firm from Citibank.

Viswas Raghavan is joining Citi from JPMorgan instead of Anu Aiyengar

His arrival comes as Citi is in the midst of making 20,000 job cuts.

Citigroup’s Hedge-Fund Sales Boss Davis to Leave During Overhaul

The New York-based firm aims to cut 5,000 jobs before the end of the first quarter

Erik Karanik Named Head of WIM Independent Solutions

In this newly created position, Erik will be responsible for accelerating growth across WIM’s independent business.

Stratos recruits $700m former Osaic affiliate

Pettinelli Financial Partners, led by Dennis and Jon Pettinelli, has joined Stratos Wealth Partners.

BBH appoints six general partners

Their appointments support the recent growth of the firm, natural leadership succession and ongoing new product innovation and rollout.

Wells Fargo Names New Growth Head for Independent Businesses

In a newly created position, Erik Karanik will oversee growth across Wells Farg

Canada's BMO looks to firm up private wealth unit with new executive appointments

Craig Meeds, who joins from Toronto-Dominion, will serve as the head of wealth advice in Canada

Snowden Lane Partners Adds $208 Million Advisor Team to New York Headquarters

A Veteran Mother-Son Duo, Ornella and Brian Solomon Will Form the Lewis-Solomon Group

Kingsview Partners Welcomes Wealth Managers Shannon Avery and Kolby J. Madsen

Former Edward Jones Advisors Join Kingsview Partners in Greensboro, NC

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.

People Moves