Managers of Wealth Americas

Alexander E. Anderson Announced As A Senior Vice President, Private Banker of Cambridge Trust Private Banking

In the community, he holds several advisory and volunteer roles with organizations including the Dream Center Foundation, World Relief and International Rescue Committee.

Crescent Grove Advisors Elevates Andrew Krei to Chief Investment Officer

Founder, Managing Director, and Senior Client Advisor, Dave Keevins, MBA, Takes on Role as Chairman of the Crescent Grove Investment Committee

JPMorgan asset and wealth management operations head Julie Harris to retire in 2027

Harris, who joined JPMorgan in 2017, ‌also ⁠serves as the chief administrative officer of the AWM arm.

Columbia Bank Names Chris Orr to Lead Trust Sales and Strategic Partnerships for Columbia Private Trust

Based in San Francisco, Orr will provide leadership across the full spectrum of growth and relationship-management initiatives serving Columbia Private Trust's institutional and retail client segments.

Janus Henderson Affiliate Privacore Capital Names Industry Veteran Presutti as Head of U.S. Sales

Bill Presutti will focus on expanding access to Privacore’s differentiated alternative investment solutions for financial advisors

Merit Financial Advisors Adds Nearly $900 Million Advisor Team Led by Tim Brennan, Expanding Chicagoland Presence

Merit acquires veteran Commonwealth advisor with Next-Generation team and plans to accelerate growth in Illinois and Wisconsin

Merit Financial Adds Former Commonwealth Advisor Overseeing $888M

Veteran advisor Tim Brennan has split from his former Commonwealth advisory to join Merit, bringing $888M in assets and expansion plans for Illinois.

Alaska Wealth Advisors Promotes Chief Investment Officer

Halpin was previously Director of Investments for the past year, credited with leading the buildout of substantially deeper investment resources behind the fir

UBS Adds Francis Ahmed as Private Wealth Advisor in Florham Park

The appointment adds an advisor with experience serving ultra-high-net-worth families and institutions to UBS’s Florham Park operation.

Jennifer Fox Bensimon Named Head of Co-Investments at Partners Capital

Since joining the firm, Jennifer has been instrumental in leading a step-change in its Co-Investment strategy.

Broadridge Appoints Alex Duggan as Head of BPO International to Advance EMEA and APAC Growth and Expand Strategic Glasgow Hub

Duggan will lead Broadridge’s efforts to expand its business process outsourcing (BPO) presence with clients across Europe, the Middle East and Africa (EMEA) and Asia Pacific (APAC).

Bison Wealth welcomes Kaye

Based in New York, Kaye will report to Tom Scaturro, president of Bison Wealth.

Brown Brothers Harriman Announces Managing Partner Succession

Chief Financial Officer and longtime Partner Kevin Stone to lead BBH’s global businesses and drive the firm’s next chapter of growth

Chubb Names Sean Ringsted Chief Scientist and Executive Vice President, Chubb Group

Sean has been central in directing how Chubb uses data and analytics to drive decision-making across the company.

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

He has spent two decades in increasingly senior leadership roles at U.S. Bank

Raymond James Financial Announces Key Executive Leadership Appointments

In addition to the Bank Segment, Curtis will continue overseeing Raymond James Investment Management, Marketing, Corporate Real Estate, and Office and Procurement Services.

$29B Choreo Hires Chief People Officer From Edelman Financial

She will report to Choreo CEO Jason Van de Loo, who said in a statement that she will help Choreo with its “next phase” in her new role.

Wells Fargo fires 22-year employee day after disability complaint, suit alleges

Approved accommodations sat undelivered for six weeks before the firing

Esparza joins Wilde Wealth Management Group

Based in the Deer Valley Airpark, Esparza will continue serving clients from his long-time Esparza Group office

Megan Neace joins Florida Trust Wealth Management

Neace has extensive experience interpreting trust instruments, wills and other estate planning documents.

People Moves