Managers of Wealth Americas

Vanguard Recruits Former Schwab VP To Head $100B Western Wealth Team

Based in Scottsdale, Ariz., she will lead a team of 100 financial advisors and support staff and again manage $100 billion.

Charles F. Lowrey Elected to the Board of Directors of BNY

With the addition of Mr. Lowrey, BNY's Board of Directors will have 12 directors, 11 of whom are independent.

LPL Welcomes Forest Lake Wealth Partners to Linsco

She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.

PlainsCapital Bank Welcomes Tina Hicks as Vice President, Senior Wealth Management Administrator at The Private Bank

In her new role, Hicks will oversee and administer complex trust, investment agency, retirement, and custody accounts, working closely with clients to support their long-term financial and estate planning goals.

New Wealth Advisor Joins Bank

His expertise spans financial planning, investment strategy, trust and estate planning and business succession solutions.

Truxton Wealth Expands Tax Advisory Expertise With the Addition of Matt Winn

In this role, Matt will deliver comprehensive tax planning solutions tailored for high-net-worth individuals, families, and business entities.

Andres Rodriguez Joins Fiduciary Trust International’s Coral Gables Office as Wealth Director

Experienced Private Banker Specializes in Delivering Tailored Financial Plans & Solutions to UHNW Clients in the U.S., Latin America

Charles Stanley names new portfolio head and creates business team

Prior to this, he spent several years at Old Mutual Global Investors.

Concurrent Adds 10 Advisors in Q4 on March to $15B AUM

Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and retirement, as it advocates for independent platform model.

Rothschild & Co hires Dirk Jonske and Adrian Siew as Managing Directors in North America

Senior hires bolster the firm’s GP Solutions team

Lazard Expands Financial Advisory Leadership Roles to Advance Next Phase of Long-Term Growth Strategy

These expanded senior roles will enhance client connectivity, broaden market coverage, and invest in the next generation of banking talent, further advancing the firm’s vision for its future, Lazard 2030.

HSBC Appoints Jason Henderson as Chief Executive Officer for the U.S.

Henderson to continue advancing HSBC’s client-first approach and deepening the bank’s U.S. presence as a trusted international partner

Mosaic Capital Partners Announces New Hire

Mark holds a B.S. in Finance and a Master of Accounting, both from North Carolina State University. He is a CPA licensed in the state of North Carolina.

SimCorp appoints chief product officer

Adewuya is a seasoned product leader with more than two decades of experience in product strategy and innovation.

NewEdge Capital Group Names James Jesse CEO Amid Rapid Growth Trajectory

Former ICONIQ Capital and Morgan Stanley Leader Joins as Firm Reaches 5-Year Mark, Surpassing $80 Billion Following Record Recruiting Year

Flagstar Private Bank expands wealth capabilities, appoints leadership to oversee them launches; regional and sector focused operating model

Product expansion and rollout of a regional operating model will strengthen Flagstar's holistic private banking approach, deepen client relationships, broaden capabilities, and drive growth

Cetera's Tax-Focused Community, Avantax, Welcomes Prestige Global Private Wealth

Seasoned financial advisor Waheed Siddiqui moves from Citigroup Global Markets Inc., seeking the independence and resources to enhance the client experience and offer tax-intelligent advice

Quantum Private Wealth Strengthens Tampa Office with Addition of Kohlton Perkins

In joining Quantum, Kohlton's primary focus will center on connecting with and supporting new and existing clients

BNY Announces 2026 Managing Director Promotions

These colleagues are helping to drive BNY forward and position the company at the forefront of financial markets.

JPMorganChase names Todd Combs to head Strategic Investment Group of Security and Resiliency Initiative; Company also announces external advisory council to inform SRI’s strategy and investment priorities

Todd Combs to lead firm’s efforts to make direct equity investments of an initial $10 billion as part of its $1.5 trillion initiative to address pressing needs in key sectors from critical minerals to frontier technologies

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