Managers of Wealth Americas

Sanctuary Wealth welcomes its partner firms’ network

A senior financial adviser in North Carolina sought technology and investment reforms for her company and clients.

Foundation Source appoints wealth management innovator and fintech pioneer Mark Casady to its Board of Directors

Casady brings decades of diverse experience in the financial services industry, spanning asset management, brokerage, and banking

Howden Tiger appoints new Head of Operations, Brazil

Bringing over 25 years of invaluable experience in the insurance and reinsurance sector, Souza has worked at esteemed companies

Osaic Welcomes Sturkie Wealth Management Group

Founder Stephen Sturkie and His Team Bring More Than $240 Million in Client Assets to Osaic from LPL Financial

Morgan Stanley Miami advisor exits for LatAm wealth shop

Francisco Rubio has been at Morgan Stanley for two years and is the latest in a long line of advisor exits from the wirehouse.

Northern Trust Appoints Dotti Reeder Market President for Dallas-Fort Worth

She joins a team providing best-in-class investment management, trust, banking and advisory based solutions.

Vantage Group CFO to join California’s NMI Holdings

NMI Holdings is the parent company of National Mortgage Insurance Corporation, a US-based, private mortgage insurance company.

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

People Moves