Managers of Wealth Americas

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.

Aperture Investors Announces Louis V. Molinari as Chief Marketing Officer

Alternative Asset Manager Appoints Industry Veteran from Barclays to Lead Global Marketing Efforts

Citigroup Seeks Revival in Wealth-Management with Andy Sieg’s Hire

The corporation believes that Sieg’s proven track record in wealth management will serve as a catalyst for Citigroup to enhance its services

Brookfield Asset Management appoints Anuj Ranjan as new CEO of private equity business

Before this elevation, Ranjan was President of Brookfield’s Private Equity business and Global Head of Business Development

Axa XL names cyber chief underwriting officer

In her new role, the company said, Ms Chia will oversee Axa XL’s cyber business growth strategy in the Americas

Summitry Welcomes Ken Vander Kooi, CFP to its Private Client Group

Ken holds his CFP certification, demonstrating his commitment to the highest standards of professionalism and ethical conduct in the financial planning industry.

David Canter Joins CAIS as Strategic Advisor

Canter will support RIA outreach for the digital alternative investments platform.

14 exceptional lawyers admitted to the Dentons Canada partnership in 2024

"True to our vision of redefining what is possible for our people and our clients, and to shaping the future together, we prioritize the development and advancement of our lawyers,” said Tim Haney

Chubb Appoints Seth Gillston Head of North America Industry Practices

Seth's rich history with Chubb, including experience leading some of our Industry Practices over the years

One Equity Partners appoints Belinfanti as new president

One Equity has completed more than 300 transactions since its inception and also has offices in Chicago, Frankfurt and Amsterdam.

Lazard Appoints Dan Schulman And Stephen R. Howe Jr. To Its Board Of Directors

They are world-class leaders and emblematic of the extraordinary professionals we attract at Lazard.

People Moves