Managers of Wealth Americas

UBS Recruits 3 Advisor Teams of Combined $2.6B in Client Assets

The advisors join UBS from competitors Merrill Lynch and Morgan Stanley as the Swiss bank seeks to bolster its wealth management footprint in North America.

TD Bank COO leaves after less than a year in the job

He has also worked for Barclays and Citigroup.

Conduit Re names three senior property underwriters from PartnerRe

Their broad expertise in the property reinsurance market will be invaluable as we execute on our underwriting strategy.

Tory Sherman joins Truist Wealth as Wealth Brokerage national director

Industry veteran tapped to accelerate Wealth Brokerage growth

Scotiabank welcomes Ralph Hamers to its Board of Directors

Ralph is a highly respected global banking leader with significant experience guiding complex financial institutions through periods of change

Conduit Re Announce Three Appointments

We are delighted to welcome Aaron, Mark and Dacotah

Deutsche Bank has a new MD in New York. He’s in a hot area

Chen joined Deutsche from Chinese autonomous driving technology company WeRide, where he was chief strategy officer.

Avantos Expands Wealth Business With Senior Leadership Hires

Hemang Bhojani and Thomas Moore will drive product direction and market strategy as the AI-native firm enters its next phase of growth

Zaffino to leave AIG to take role at Palantir

In his role as CEO, the executive helped turn the insurer around as it put behind it financial woes and regulatory headwinds inherited from the financial crisis.

Citi Wealth appoints Liz McElherne to lead AIMS platform management

McElherne’s remit will cover product management, product development and business execution.

NewEdge Expands Florida Presence With Four Wealth Managers

Fort Lauderdale Team Brings Ultra High Net Worth Experience to New Location

Raymond James Financial board appoints new director

A resident of Tampa Bay since childhood with longstanding civic ties to the region, he will serve on the board’s Audit Committee and Risk Committee.

Novare Capital Management Adds Jessica Rickert as Senior Vice President

Rickert joins Novare's advisor teams to strengthen the firm's approach to serving families across generations

MEMX Appoints John Barreiro; Northern Trust Wealth Management Expands New York Team

He has extensive experience working with banks, asset managers, broker-dealers, and proprietary trading firms, helping clients navigate market structure and adopt high-performance trading infrastructure.

MAI Capital names Amy Brady managing partner to lead AI and growth push

Brady’s hire comes just a few months after Carlyle made its first majority investment in an RIA with its stake in MAI

Texas Regional Bank Appoints Trey Willerson President of TRB Trust & Wealth Management

Willerson is supported by a senior executive team that includes President of Divisions John Tippit and Chairman of Trust & Wealth Management Bobby Farris

Merit Financial Advisors Names Chief Technology Officer

Veteran Wealth Management Executive Will Lead Technology Strategy Focused on Integration, AI and Creating a Unified Advisor Experience

UBS Adds Four Financial Advisors to Los Angeles Private Wealth Office

The four advisors are joined by four client service professionals and will be based at UBS’s new office at 2000 Avenue of the Stars in Century City.

UBS Announces Leadership Appointments in the South Market

John is based in Atlanta and previously served as Market Director for the firm’s Northeast region.

City National Bank Appoints Two Leaders to Expand Private Bank and Wealth Management

Darcy Roennfeldt has been appointed managing director and head of trust and estate services.

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