Managers of Wealth Americas

Quest Appoints President

Mr. Harris replaces Prashant Kolluri

Rob Bauer steps down from International Centre for Pension Management

“The ICPM Board initiated a global search earlier this year to identify the best prospective candidates to succeed Rob, who has led ICPM with distinction for the past eight years. We are thrilled to have Sebastien Betermier join our team,”

Magnus Financial Group Announces Michael Margiasso Has Joined the Firm as an Investment Operations Associate

Margiasso is a seasoned financial services professional with seven years of experience in the industry.

Santander Bank names Pierre Habis chief consumer and digital transformation officer

Smith will continue to report to Habis and join the Santander US Leadership Team.

Republic Capital Group Congratulates Adams Chetwood Wealth Management Group on New Partner

Allworth Financial, with $15 billion in AUA, clients in all 50 states, and offices in every region of the country, was founded in 1993 in Sacramento, California.

Orchard Global Asset Management announces Danny Jeon has joined the firm as Executive Director, Head of Client Solutions

Danny Jeon will be head of Orchard Global’s newly opened liaison office in Seoul, South Korea after more than 20 years of financial services experience in investment banking and asset management

Family Office Research Welcomes Sean McElhaney as Vice President and Family Wealth Advisor

"We are excited to have Sean join our team and look forward to the energy and impact he will bring to our clients' investment plans."

Ascot hires Arch EVP to head US liability

“As our organisation continues to grow and diversify its product suite, attracting this level of management expertise is critical to ensure we maintain excellence across our specialty underwriting strategies”

Wells Fargo Names Chief Communications and Brand Officer

Bonitatibus joins Wells Fargo from Chase where she served as Chief Communications Officer

Facet Wealth Appoints Head of Investments

Graff’s more than two decades managing fixed income portfolios will serve as an asset to Facet’s clients

AllianceBernstein taps WisdomTree for global head of ETF capital markets

Newly created role for Anita Rausch

Linklaters enhances Executive Compensation capabilities with hire of senior partner Andrew L. Gaines in New York

In addition to his work on high-profile M&A transactions, Andrew also counsels both private fund sponsors and on sophisticated Title I Employee Retirement Income Security Act (ERISA) matters.

Lehto named Wells Fargo Advisor

Lehto has more than 19 years of experience in the financial services industry, 18 of those with Wells Fargo Advisors in downtown Escanaba.

Glenmede Appoints Florida Regional Director and Chief Wealth Strategist

Brings Decades of Sophisticated Estate Planning, Tax and Advisory Experience to the Firm

CIBC Innovation Banking Expands Denver Team, Adds to Management and Coverage Ranks

Ron joins from Bank of America in Denver, where he was a Senior Vice-President.

Raymond James names new Canadian wealth business head

New head of wealth management in Canada comes in with record of industry leadership and business education

Ponce Financial Group, Inc. Introduces New Executive Officer

“With the addition of Sergio Vaccaro as CFO, the transition of Frank Perez to CIRO and the recent addition of Luis Gonzalez as COO, we have assembled in short order an executive team that is highly experienced, shares our vision and can execute on o

Accenture Appoints Group Chief Executive – Strategy & Consulting

Former S&C group chief executive Annette Rippert to retire after outstanding 28-year career at Accenture

Northern Trust Announces Leadership Changes to Front Office Solutions and Global Foreign Exchange Businesses

Global Foreign Exchange provides a range of liquidity, trading, transaction processing and outsourced FX solutions for institutional investors.

Rob Ridge promoted to US West wealth leader at Mercer

He most recently served as wealth office business leader for the Mountain States, where he focused on developing and leading retirement consulting relationships in the region.

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