Managers of Wealth Americas

Fifth Wall Expands Mandate of Its Climate Business to Include Infrastructure

Bolstering its position as the largest asset manager focused on decarbonizing the real estate industry

J.F. Lehman & Company Announces Recent Promotions and New Hires

J.F. Lehman & Company ("JFLCO"), a leading middle-market private equity firm focused exclusively on the aerospace, defense, maritime, government and environmental sectors, is pleased to announce several recent promotions and new hires. Pro

Cohen & Steers Appoints Kimberly LaPointe as Head of Wealth Management Consulting Group

Prior to joining PGIM Investments in 2005, she worked at JP Morgan Asset Management as a Vice President and at Dean Witter InterCapital as an analyst.

Independent Wealth Management Firm, Sentinel Trust Company, Announces the Promotion of Three New Managing Directors

The company focuses on delivering personal attention to each family to meet their distinctive needs and complex challenges.

Orion Welcomes Industry Veteran as Executive Vice President of Wealth Management Sales

McCarthy will lead Orion’s Wealth Management Sales and Strategic Relationships teams.

M&T Bank Corporation Elects Carlton J. Charles to Board of Directors

Mr. Charles also leads insurance operations for the company

Berkshire Hills Bancorp Names New Executives

James "Jim" Brown Named Senior Executive Vice President, Head of Commercial Banking Philip Jurgeleit Named Executive Vice President, Chief Credit Officer

KKR appoints executive advisor

We are excited to welcome Tim as an Executive Advisor to our team

BlackFin Group hires Todd Luhtanen as COO

In his new role at BlackFin, Luhtanen will manage the firm’s day-to-day operations and the expansion of its services and software.

Seven-Member Wealth Management Team Joins First Republic

Team Is Led by Brenda Travaglini, Michael Corcoran, Dennis Murray and Dan Gallagher

Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team

The team reports to Michael Armondo, Central Division Director.

Covenant Capital Group Promotes Molly Viola to Vice-President of Asset Management

In this role, she will work closely with third-party property management companies to ensure properties are performing up to expectations.

Citi Board Elects Casper W. von Koskull to Board of Directors

Mr. von Koskull most recently served as President and Group Chief Executive Officer of Nordea Bank Abp, one of Europe’s largest financial institutions.

Piper Sandler Expands Investment Banking Team

Jain holds a bachelor’s degree in economics from Tufts University.

ICapital preps tech hiring spree

The team is dedicated to providing cutting-edge technology

JPMorgan hires from rivals to boost corporate banking in Europe

The latest hires are part of a push by JPMorgan to do more business with smaller corporate clients abroad

Aeolus hires former Elementum exec into US unit

Somers will be based in the US and report to Aditya Dutt, partner and president.

Newton appoints co-heads to £11.9bn real return strategy

Andy Warwick and Aron Pataki will lead a team of eight on the £11.9bn BNY Mellon Real Return strategy, with an average experience of 13 years.

Merrill Lynch names wealth management adviser

A CFP certificant, Brian looks forward to helping clients develop a personalized financial plan and investment approach.

Raymond James continues expansion of Healthcare Investment Banking Practice, hires three senior bankers

All three are seasoned investment banking professionals with at least 15 years of healthcare investment banking experience.

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