Managers of Wealth Americas

BofA's former head of wealth, private bank Keith Banks to retire

Banks currently serves as vice chair and chief investment officer for the lender's pension and benefits plan investments.

Mesirow Broadens Wealth Management Capabilities with Appointment of Estate Planning Specialist Rebecca Solomon

She will serve as a centralized, specialized estate planning resource for Mesirow's Wealth Advisor teams

First Fidelity Bank Elects Three New Board Members

Steve Hayes currently serves as Senior Vice President and Branch Manager in Presho.

Avantax Welcomes Stephen Whyte and his Four-Generation Tax and Wealth Management Firm

Over the years, I’ve learned how broker-dealers work

Northern Trust Appoints Wing Wilson Chief Fiduciary Officer, East Region

Wilson has more than 15 years of experience in fiduciary services

AllianceBernstein creates new global head of investments role

Equities head to take on remit covering equity, fixed income, multi asset and hedge fund solutions, investment solutions and sciences, plus the firm’s responsibility team.

Kingswood U.S. Adds More Than $730 Million with Recruitment of 16 Financial Advisors

Headquartered in New York and Miami, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.

BofA appoints 334 new managing directors, down 8% from last year

The new promotions included 75 investment bankers and 64 employees from the trading division.

Two Long-standing Credit Suisse Executives Join U.S. Asset Manager

Both will be working from Zurich, according to an announcement on Monday.

Four Financial Advisors join UBS in Atlanta, Georgia

They join the UBS Southeast Wealth Management Market, led by Market Executive Lane Strumlauf, and will be located in the Atlanta, Georgia office

Atria Wealth Solutions Welcomes $350 Million Team from Osaic

OPOC.US Joins Atria's Cadaret Grant for Award-Winning Technology and Advisor-Centric Culture

Edinburgh and New York CEOs Andrew Ward and Charles Ferraz join the Group of Boutique Asset Managers.

Ward and Ferraz have joined to add their experience into the mix across the network and increase the presence of both the Group and its constituents across the investment industry.