Managers of Wealth Americas

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.

Shaw and Partners lifts advisers from Morgan Stanley’s wealth unit

Street Talk understands Shaws has signed on three more MSWM advisers.

Oppenheimer Further Expands Public Finance Banking Team with Appointments of Kristin Stephens and David Moffett

New York and Atlanta-Based Senior Hires Follow the Recent Recruitment of Their Colleagues and Oppenheimer's Newly Named Head of Public Finance, Elizabeth Coolidge, and Builds on Oppenheimer's Growth in the Space

Cybersecurity expert elected to AIG board of directors

His military career includes 30 years in the US Air Force and Air National Guard

David Key Named Houston Market Leader for PNC Private Bank

With three decades of experience, Key has demonstrated consistent success for wealth management and investment advisory clients.

Citizens fast-tracks wealth and private bank growth with new hires, office

Regional bank stocks have been roiled in recent days after New York Community Bancorp posted a surprise quarterly loss. T

Top-performing JPMorgan American’s Parton to depart soon

Fund manager Timothy Parton is about to retire and hand the investment trust’s growth sub-portfolio over to co-manager Felise Agranoff.

Angeles Wealth Management Appoints Managing Director, Capping the Sixth Straight Year of Strong Growth

Nott brings more than 15 years of wealth management experience, adding to the firm’s comprehensive private wealth services and solutions

SEI Appoints Sean Denham as CFO

Denham’s employment will begin on March 18, 2024

Raymond James recruits nine-person Miami int’l team from Morgan Stanley

The wealth firm has added an experienced team to its international office in Aventura, Fla.

Macquarie Asset Management makes strategic senior hire to support growth of global wealth business

In this role, Kimberly will be focused on driving successful distribution strategies for delivering both alternative and traditional investment capabilities to wealth investors around the world.

Pacific Asset Management appoints Head of US Institutional Business Development

He will report to Global Head of Institutional Sales, Mary Murphy.

Michael Aked appointed as Senior Investment Manager, Credit Suisse Wealth Management

He brings to both the Australian and wider Credit Suisse Wealth Management teams,

Income Research + Management Hires Head of Wealth Management

Graham Hopper joins the Boston-based fixed income manager to support the firm’s enduring commitment to the private wealth channel.

BrightNight Adds Experienced Asset Management, Operations & Maintenance, and Construction Leadership to Support Next Phase of Portfolio Growth

Jeff has more than 20 years of experience leading operations across multiple technology platforms and businesses.

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