Managers of Wealth Americas

Kingswood U.S. Adds $1.4 Billion with Recruitment of 28 Financial Advisors

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

Jefferies Ousts Team of Miami Wealth Advisers Over Improper Cash Transfers

Bank cites ‘impermissible’ transfers, improper communications

Leadership changes at Cetera as Taylor prepares for retirement

Firm names wealth management successor and a new hire.

Associated Bank Welcomes Four Additional Relationship Managers

Stacy Quick is expected to join Associated as Senior Vice President

MFS adds to its EMD team

The US investment manager has hired a former Columbia Threadneedle emerging markets debt specialist.

José Bandera Joins the Wealth Management Division of BTG Pactual

Bandera has been working with the Wealth Management division of the Brazilian institution since November, based in Miami, Florida.

Raymond James, Beacon Pointe Add Firms

An Ohio-based trio of advisors managing about $995 million joined Raymond James from Merrill Lynch, while Beacon Pointe Advisors snagged two teams in Boston and Dallas totaling more than $600 million.

Everest promotes executive to lead North America insurance field operations

The Bermuda-based company said he will report to Bill Hazelton, executive vice president of Everest Insurance® and president of North America Insurance.

Broadridge Appoints Ashima Ghei as Chief Financial Officer

Ghei holds an undergraduate degree in Economics from Delhi University and an MBA from Indian Institute of Management Calcutta.

Bank of America gave its big Citi hire its critical credit job

It hasn't hired any new traders. It has given its existing big credit traders some even bigger jobs.

Wall Street pioneer Krawcheck to step down from Ellevest for health

Female focused wealth manager will be led by co-CEOs.

HSBC U.S. Head of International Wealth, Premier and Global Private Banking Racquel Oden Expands Team with New Head of U.S. Ultra High Net Worth

Previously, he was a wealth advisor at A.W. Jones and started his career at JP Morgan Private Bank.

People Moves

Kingswood U.S. Adds $1.4 Billion with Recruitment of 28 Financial Advisors

Jefferies Ousts Team of Miami Wealth Advisers Over Improper Cash Transfers

Leadership changes at Cetera as Taylor prepares for retirement

Associated Bank Welcomes Four Additional Relationship Managers

MFS adds to its EMD team

José Bandera Joins the Wealth Management Division of BTG Pactual

Raymond James, Beacon Pointe Add Firms

Everest promotes executive to lead North America insurance field operations

Broadridge Appoints Ashima Ghei as Chief Financial Officer

Bank of America gave its big Citi hire its critical credit job

Wall Street pioneer Krawcheck to step down from Ellevest for health

HSBC U.S. Head of International Wealth, Premier and Global Private Banking Racquel Oden Expands Team with New Head of U.S. Ultra High Net Worth

Brown Advisory Hires New Portfolio Manager in Boston

Artemis hires high yield analyst

First United’s Phil Rodeheaver and Eric Goff receive CAFP designations

Rajashree Datta joins BNY as deputy chief risk officer

Periscope Wealth Partners Announces Strategic Expansion with New Team Members, and Enhanced Brand Presence

J.P. Morgan Asset Management Hires Alternatives Strategist Aaron Mulvihill

Vanguard to Establish New Advice & Wealth Management Division Led by Industry Veteran Joanna Rotenberg

Long-Time Carson Exec Aaron Schaben to Depart