Managers of Wealth Americas

Cadre Appoints CIO and COO to Promote Continued Growth & Innovation

Dan Rosenbloom and Javier Benson-Glanz are Elevated to Chief Executive Roles Following Momentous Year for Commercial Real Estate Investment Firm

StepStone Group Announces 2023 Partner and Managing Director Promotions

This group of individuals has demonstrated exceptional talent, dedication to client service, and expertise in their respective domains.

Patrick Lee takes over as Axa XL Canada CFO

Before joining the company, Mr Lee served in several assurance roles at PwC Bermuda, spending nearly six years at the financial services firm on the island before departing in mid-2018.

PNC Private Bank Hawthorn's Institute for Family Success brings in new Leadership, added Expertise

She will provide additional value to PNC Private Bank Hawthorn clients by emphasizing a holistic approach to issues surrounding family dynamics, communication, governance, education, conflict resolution and coaching.

IQ-EQ appoints Head of Risk and Compliance for Continental Europe

He has extensive experience of promoting and supporting strategic change, advising board directors, and leading successful teams from his previous roles

Insigneo Appoints Homar Mauras to Market Head for the Andean Region, Central America and the Caribbean

Throughout his successful 25-plus year career at CIFS in Puerto Rico, he worked in a variety of leadership positions including Regional Sales Principal, Regional Sales Manager, and Head Trader.

Michael Torretta joins FIA Tech as head of strategic alliances

He also represented JP Morgan on the Board of Directors for FIA Tech and as the co-chair of the FIA Tech Product Advisory Committee.

Lincoln Financial Network welcomes David Layo to national network of independent advisors

Layo, who has managed approximately $125 million in client assets over his career, gains the wealth management expertise, resources and strength of Lincoln in support of his client service

Steward Partners Welcomes H.L. Wiginton as First Team on Pershing Platform and First in Alabama

The team at H.L. Wiginton also includes Tom Ferrell, CFP®, Vice President and Financial Advisor, Luke Ferrell, Financial Advisor, and Kristi Alexander, Office Manager and Sales Assistant.

City National Bank Promotes David Cameron to Executive Vice President of Personal & Business Banking

Cameron Succeeds Scott Witter, Who Is Retiring After 15 Years of Service

The Hanover names Kate Williams President of E&S

She has also served in a variety of underwriting and producer roles at James River Insurance Company, Chas. Lunsford Sons & Associates and Colony Insurance Company.

UBS adds two teams from Merrill Lynch

The Klinger Quan Group, which manages more than $1.3 billion, joins in San Francisco, while David Sacharko and Sean Siana, with $340 million, join in Hartford, Connecticut.

$340 million advisor team joins UBS in Hartford, Connecticut

David and Sean will join the UBS Greater New England Market, managed by William Cholawa and Weisner Perez, and will be based in the Hartford, Connecticut office.

Cincinnati Financial Corporation And Subsidiaries Recognize Promotion and Appointments

Soloria named chief investment officer

LPL Financial Welcomes Advisor Jonathan Blakelock

Based in Kingwood, Texas, a suburb of Houston, Blakelock is an Army veteran with an analytical background stemming from graduate school work at the University of Houston’s Cougar Investment Fund.

Atria Wealth Solutions Appoints Co-Heads of Atria's Financial Institution Channel

Atria's Head of Financial Institution Channel, Valorie Seyfert, set to retire at end of February

SignatureFD Announces Partner Promotions as They Continue to Grow Client Base

SignatureFD’s partner promotions are as follows.

Barclays Expands Technology Banking Franchise with Two Senior Appointments

Both Mr. Melsheimer and Mr. Ganchev will be based in New York.

Jennifer Ryan Joins Lazard Asset Management as Head of North American Distribution

She will be responsible for LAM’s business development in North America and will oversee its Institutional Client Group

LPL Adds Two Tech Execs from BoFA and Merrill Lynch To Leadership Team

They follow Kabir Sethi, who joined LPL last April as chief product officer.

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