Managers of Wealth Americas

Brown Advisory Hires Senior Advisor

Jay received his JD/MBA from the University of Virginia, School of Law

Provident Bancorp, Inc. Appoints Dennis Pollack to Board of Directors

Mr. Pollack holds a B.S. in Economics from Seton Hall University, an M.B.A. from Columbia Business School, and a post-M.B.A. Diploma in Bank Lending from New York University.

Highline Storage Partners Hires Digital Marketing Veteran Craig Olinger to Join Executive Team to Support Continued Growth

Mr. Olinger brings 20 years of integrated strategies and applications to drive revenue.

The Banks Law Firm Welcomes Jesse Rigsby as its Newest Principal

We typically identify Principals for their expertise in one practice area.

Northern Trust Asset Management Names Director of Quantitative Solutions, International

Milan Vidojevic Latest in Series of Hires Bolstering International Team

Fenergo appoints Andrew Brandman as Chief Customer Officer

Andrew will oversee all post-sale functions from client onboarding to software implementation, adoption and customer success while executing on Fenergo’s client-centric strategy.

New contact for Institutional at Franklin Templeton

Berchtold will offer the entire range of asset management services from the American fund house's Zurich location.

Christopher Schroeder Joins as Midland Wealth Management Senior Wealth Advisor

Prior to joining Midland, he managed his own practice at a boutique wealth management firm.

Ascot adds four to US Excess Casualty team

They will make a certain and immediate impact as we grow our excess casualty book across the US.

Dentons welcomes five professionals to reinforce municipal planning law capabilities in Ottawa

The team has the experience, technical expertise and key contacts to work collaboratively with businesses and achieve their objectives in a strategic, timely and cost-effective manner.

Santander Private Bank recruits M&A director for Miami biz

Victor Moreno-Barbera has around two decades experience in mergers and acquisitions and business development.

TIFIN Announces the Spin-off of TIFIN AG, an AI Platform to help Wealth Enterprises Drive Net New Assets

The AI-powered venture appoints industry veterans from Focus Financial Group and J.P. Morgan Wealth Management Solutions to its new board of directors

Langham Hall Strengthens Senior Management Team

Each of these appointments has a wealth of professional services experience, which will enable us to continue to support our clients as well as maintain our own growth.

A veteran JPMorgan credit trading MD slipped away to a hedge fund

They are understood to have been mostly good compared to those at US rivals.

A veteran JPMorgan credit trading MD slipped away to a hedge fund

They are understood to have been mostly good compared to those at US rivals.

Richter continues its growth drive and welcomes Anik Lanthier as Chief Investment Officer

Anik will play a pivotal role in shaping and executing our investment strategy.

Insigneo Welcomes Aventura Private Wealth, and its Founder Shmuel Maya

Aventura Private Wealth selects Goldman Sachs Advisor Solutions as primary custodian

Cambridge Trust Company Welcomes Marty Courage and Heather Colleary to Wealth Management Team

New Appointments Bring 50 Years’ Combined Experience in Financial Services

First Citizens Bank appoints executive director of external affairs

First Citizens Bank has appointed an executive director of external affairs; a newly created position.

Ex-Citadel and Millennium PM who left to trade for Coinbase resigns

Rayner-Cook left finance to become a fintech founder in 2018 with Ivno, a blockchain based startup that was acquired by R3 in 2021.

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