Managers of Wealth Americas

Baker McKenzie Adds Seasoned International Tax Lawyer in Chicago

Rob joins Baker McKenzie as a highly regarded international tax attorney

Paul Hastings Welcomes Premier Tech-Focused IP Litigation Team in Silicon Valley and Washington

We’re very excited to welcome this team

Lockton Re appoints Brian Lewis to lead Cyber Practice in North America

We are thrilled to have Brian onboard

Wells Fargo names M&A veteran Braunstein as vice chair in investment banking push

At Wells, he will be in charge of growing the advisory and corporate finance businesses and will report to CEO Charlie Scharf

Doug Braunstein to Join Wells Fargo as Vice Chairman

He will report to CEO Charlie Scharf.

Dominari Securities LLC Welcomes Seasoned Wealth Management Advisor

Adds wealth management talent in support of 'growth and development' strategy

Veris Wealth Partners elevates a co-CIO and a Head of Advisory Services

Managing Director of Investments Roraj Pradhananga adds CIO responsibilities; Jane Swan named Head of Advisory Services

Focused Wealth Management’s Philip J. DeAngelo Appointed to Schwab Advisor Services Advisory Board

Continuous listening is at the very foundation of the trusted relationships we have with our advisor clients

DWS Strengthens Fixed Income Investment Platform with the Addition of Industry Veteran, Stephen Cianci

He will be based in the New York office and report to Shilpa Lakhani, Head of Portfolio Management Fixed Income Solutions.

Citi hired JPMorgan's Instagram influencer and equities trader

He will be doing something similar at Citi.

A JPMorgan technology MD left for Citadel's most profitable team

Citadel has hired Ioana Nistoreanu as a software engineer working in commodities.

Citi hires banking head from JPMorgan amid reshuffle at both lenders

JPMorgan named Doug Petno and Filippo Gori as co-heads of global banking, reorganizing the business as it announced Raghavan's departure

Lawrence Newhook tabbed as director of new tokenised fund

Mr Newhook, who has a 30-year-plus track record investing globally across all asset classes, will serve as a director of both Arcanum Emerging Technologies Fund I and Fund II

Dentons welcomes corporate partner in Ottawa

Matthew has strong relationships in the technology and financial services sectors.

Dentons expands corporate and commercial lending capabilities with addition of partner Ira Cooper in Calgary

Dentons Canada’s National Banking and Finance group has earned an outstanding reputation as a leader at the forefront of the banking and finance industry.

Utmost Wealth Solutions Appoints Head of Wealth Protection for Spain and Latin America

Diego brings over 25 years of experience in financial advisory services

Markel Group appoints Mike Heaton as COO

He will continue to report to Tom Gayner, Chief Executive Officer and be based in the firm’s global headquarters in Glen Allen, Virginia.

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.

People Moves