Managers of Wealth Americas

CNA promotes Claire Louko to SVP, North America Reinsurance

She brings nearly two decades of industry experience, with expertise spanning property and casualty insurance, underwriting, commercial insurance, financial risk and more.

FiNet, Raymond James land California and Washington advisor teams

Three advisor groups overseeing more than $700M in combined client assets head to new firms.

Alacriti appoints seasoned financial exec Michael Lovell as CFO

During his over 30-year career, Lovell has held the CFO title at Iodine Software, Zenoss, Lifesize, NewportWorks, and Grassroots Enterprise.

LPL Financial appoints Jonathan Lewis as MD and chief technology and information officer

Lewis brings leadership experience from Wells Fargo, JP Morgan Chase, and Goldman Sachs to the US wealth management firm.

Bailard Deepens Private Markets Bench for Ultra-High-Net-Worth Clients with Senior Hire

Simon Smundak, CFA, joins as Senior Vice President, Private Markets & Solutions, adding depth to a UHNW practice CNBC recently named among its first 25 Elite Advisors

Northern Trust Wealth Management Expands New York Team

The new additions enhance Northern Trust’s delivery of integrated investment, fiduciary, banking and wealth planning capabilities in New York

Citizens Expands Private Wealth Presence in Florida with Tampa-Based Advisory Team

Prior to joining Citizens Private Wealth, the team served clients who held more than $1 billion in assets in total at the team’s prior institution.

U.S. Bancorp | BTIG Appoints Mangesh Ghogre as Managing Director, Metals & Mining Coverage

Previously, he founded One Capita Advisors, providing capital raising and advisory services to U.S. corporates across the industrials sector.

Harry Zhu to join WSECU as new president and CEO

Zhu is taking over from Gary Swindler, who is retiring after nearly four decades at the credit union, including seven years as CEO.

Oscar Gomez Castilla joins Morgan Stanley Wealth Management in Miami

The advisor joins the company from JP Morgan and focuses his practice on ultra-high-net-worth individuals, entrepreneurs and families.

Barings Appoints Brian Maute as Head of U.S. Wealth

He will report to Ilena Coyle, Head of North America Insurance and Intermediary Distribution.

LPL Financial Appoints Jonathan Lewis as Managing Director, Chief Technology and Information Officer

Greg Gates assumes new title as Group Managing Director, Chief Product and Technology Officer, reflecting breadth of LPL’s product innovation and tech advancements

Mercer names Thomas Cannataro as US wealth management leader

Firm taps BlackRock veteran to lead US wealth management growth strategy.

U.S. Bank Wealth Management Names Chris Peary Chief Private Banking Officer

He will oversee a relationship-driven private banking platform focused on delivering a consistent, high-quality client experience across all markets.

Versapay names former Worldpay exec Glen Braganza as new CFO

Braganza has previously held the CFO role at Worldpay US, BitPay, Clickatell, and EasyPark Group.

Greycourt LLC Announces Mike Meehan as Chief Investment Officer

Mike joins Greycourt from Nuveen, where he was Senior Portfolio Strategist in the firm’s well-regarded Portfolio Strategy and Solutions team.

Citi Wealth names Alex Kokolis investments platform experience head

Alex Kokolis willwork across the investment product teams and alongside wealth intelligence and client segment leaders.

Carisk Partners recruits new chief commercial officer

Gupta has spent nearly 20 years guiding organisations through impactful change, turning strategy into action, and creating new paths for growth.

LPL, Raymond James land advisors with $590M in combined assets

Advisors previously with UBS, Edward Jones head for new firms.

Carson Hires Recruiter from Osaic for Indie Channel

Also, PGIM snags a defined contribution head from Franklin Templeton; City National Bank hires two senior leaders for its private bank and wealth division; and Glenmede brings on a relationship manager and wealth advisor.

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