Managers of Wealth Americas

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.

Nomura Asset Management International Appoints Linda Galsim as Global Head of Product

Serving as a member of the firm’s Executive Committee, Linda will establish and lead the organization’s new Product Management Group, bringing together global product capabilities under unified leadership.

Carson Group Welcomes Kurt Mattson and Yari Capital to its Independent Advisor Channel

They join Carson from Northwestern Mutual.

Kestra Financial names Kelly Apple as head of wealth management

Austin, Texas headquartered firm taps former BlackRock managing director following an internal leadership shuffle.

Kestra Financial Hires Wealth Management Head from BlackRock

Kestra Financial President John Amore took more than a year to find his replacement—someone who could oversee investment, planning and advice while also “moving the ball forward.”

Synchrony appoints Nimrod Barak as chief AI officer

In line with its AI strategy, Synchrony has also partnered with OpenAI to integrate financing, rewards, and loyalty services into ChatGPT.

KPMG Names Jason LaRue Next Talent & Culture Leader

He succeeds Sandy Torchia, who will be retiring from the firm on Sept. 30.

Rothschild & Co appoints Brent Surber to lead its Private Capital Markets capabilities in North America

His focus will include advising clients on bespoke equity and debt financings, capital structure advisory and solutions, and private capital distribution.

Advisor moves: Veteran teams with $580M in assets leave Wells Fargo

The experienced advisory teams join Ameriprise and Janney as the race for experienced talent continues.

Citigroup names Adam Clark wealth planning head after JP Morgan departure

Clark will report to Keith Glenfield, Citi Wealth's investment solutions head.

Industry moves: BMO Private Wealth adds advisors, talent

Plus, CIBC promotes Mark Mulroney, and appointments at Scotiabank, National Bank and more

Glenmede Appoints Michael Novak as Relationship Manager, Wealth Advisory

Brings Extensive Fiduciary and Wealth Management Experience

City National Bank appoints two new leaders to expand Private Bank and Wealth Management capabilities and accelerate growth

Darcy Roennfeldt Joins as Head of Trust & Estate Services; Shannon Patterson Saltos Joins as Head of Private Bank, Eastern Region

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