Managers of Wealth Americas

Women-Led Financial Planning Department Joins Osaic from Commonwealth

Led by financial advisor Heather Hackett, team brings $352 million in client assets to Osaic’s wealth management platform

Alliant hires veteran advisor to bolster private client division

The race for advisors who understand the complexity is on

Pacific Asset Management strengthens North American equities with John Feeley appointment

Prior to this, he spent six years as a portfolio manager and five years as an analyst at the firm.

Latin American BNPL giant Kueski appoints Pablo Baragiola VP, fraud

The appointment reflects Kueski’s continued focus on strengthening core platform capabilities as it scales one of the most widely used digital financial ecosystems in Mexico.

Forbes Names Mesirow Wealth Advisor Jennifer Rosenblum, CFA on 2026 Top Women Wealth Advisors Best-in-State List

Jennifer's 2026 recognition marks her second year on the list.

Suntera strengthens global funds proposition with senior leadership promotions

Michael and Beth both joined Suntera Global through the acquisition of Socium in 2022, which they co-founded, and were both formerly Joint Managing Directors of Suntera Fund Services in the US.

Kevin Murphy Named Retirement VP at Broadridge

After 14 years at Franklin Templeton, Murphy will lead sales initiatives for the iJoin fintech platform.

Wells Fargo Wealth Division Appoints Jeff Brown as Independent Solutions Platform Growth Director

The appointment underscores WIM’s continued focus on expanding its independent capabilities and building momentum across its multi‑channel wealth model.

First Hawaiian announces retirement of Vice Chairman, leadership transition in Wealth Management

“His leadership across multiple areas of the bank reflects the breadth of his experience and his commitment to developing people and serving our communities.”

Wells Fargo appoints Dennis Devine as new business banking lead

Devine joins from Alliant Credit Union, where he served as president and CEO for four years.

Fairway Wealth Management Marks Next Growth Chapter with Refreshed Brand, Website and Partner Promotions

"These promotions reflect the leadership our clients already experience from Dina and Brian and further strengthen the depth and continuity of our team,” said Fairway President Mark Weiskind.

Baker Street Advisors Appoints Christopher Wilkens as Chief Executive Officer and Peter Hand as Partner

In his new role, he will focus on building upon Baker Street’s 20-plus-year tradition of excellence in delivering objective, thoughtful advice to more than 500 financially sophisticated families and endowments.

Ballentine Partners Announces Four New Partners

These appointments reflect the firm's continued growth and commitment to developing exceptional leaders who embody Ballentine Partners' client-first philosophy and collaborative culture.

duPont REGISTRY Group Appoints Cristina Cheever as Chief Marketing Officer

Former Robb Report, Porsche & Aston Martin executive to oversee global marketing strategy

Broadridge Appoints Frank Troise as President, Global Capital Markets

Proven innovator to lead front-to-back capital markets transformation across traditional and digital ecosystems

Wells Fargo Names Dennis Devine to Lead Business Banking

Dennis brings to Wells Fargo more than 20 years of financial services experience

Aspen Standard Wealth Names Kevin DiSano as President

Aspen takes an individualized approach to working with RIAs

Mercer Advisors Tap 2 for Leadership Roles

Salameh will lead the New Jersey and Philadelphia markets, while Walters will oversee the San Diego market.

Esteemed Finance and Public M&A Partners Join Latham & Watkins in New York, Adding More Elite Capabilities to Top-Ranked Practice

With an outstanding track record of advising on the most sophisticated and transformative transactions, partners bring many complementary strands to our corporate ambitions in New York and globally.

Milemarker Appoints Adrienne Paulsen as Vice President of Operations

Wealth Management Data Infrastructure Leader Adds Veteran Orion Executive to Drive Operational Excellence and Client Success

People Moves