Managers of Wealth Americas

Former Google exec named as Citi CIO

His appointment was welcomed by Tim Ryan, head of technology and business enablement at Citi.

Lincoln Investment Appoints Anthony Bueti as Chief Operating Officer to Scale Enterprise Operations for Wealth Management Firm

The appointment of Anthony Bueti furthers a strategic leadership restructuring aimed at enhancing advisor experience and operational efficiency for the $60B wealth management firm.

PGIM appoints Brian Towers to lead global insurance and strategic partnerships

In this role, Towers will draw on investment expertise across PGIM to help deliver integrated investment solutions and build long-term strategic partnerships with insurers.

PlainsCapital Bank Welcomes Vernetti as Vice President, Wealth Management Administrator

She will be based at the bank’s 50th and University location in Lubbock.

Northern Trust Wealth Management Appoints Beata Kirr as Chief Investment Officer of Global Family Office

Kirr will oversee investment strategy for GFO, leading portfolio construction and delivering investment insights to ultra-high-net-worth families and family offices.

Masttro Appoints Dan Gorlick as Chief Product Officer

Veteran product leader from BlackRock, Google Cloud, and S&P Global joins Masttro, the AI-powered data platform for family offices, private banks, and RIAs that serve UHNW clients, to lead product strategy and shape ongoing growth plans

RFG Advisory Invests AI Notetaking Platform Zocks

The RIA has also named Zocks co-founder and CEO Mark Gilbert and former Envestnet executive Jim Patrick to its board of directors.

JPMorgan Chase: Hiring Of Senior Dealmakers Signals Push Into AI And Technology Investment Banking

Both join JPMorgan as managing directors, bringing deep experience advising major technology companies on mergers, acquisitions, and capital markets transactions.

Boutique bank Evercore hired a JPMorgan industrials banker, promoted him to MD

Allen Shalam joined Evercore last week as a managing director, based in the firm’s New York office.

US Bank taps former NFL player Steven Israel to expand athlete-focused wealth push

Ex-player’s financial services career was most recently with JPMorgan Private Bank.

$62B RIA Clearstead Hires M&A Head

In addition, Raymond James hires an ETF strategy head from Dimensional Funds, Cetera taps a growth lead from Fidelity, Harbourfront Wealth CEO names his replacement, and Rossby hires a compliance chief.

Associated Bank hires Lisa Buetow as senior vice president, Private Banking, major metro markets director to accelerate growth

Prior to that, Buetow held senior leadership roles at Abbot Downing

NFL Veteran Steven Israel joins U.S. Bank Wealth Management to Drive Efforts to Help Professional Athletes with their Financial Needs

The collaboration builds on a strong, trusted relationship between the two organizations spanning more than 20 years and represents a shared commitment to innovation and financial stability.

People Moves

Former Google exec named as Citi CIO

Lincoln Investment Appoints Anthony Bueti as Chief Operating Officer to Scale Enterprise Operations for Wealth Management Firm

PGIM appoints Brian Towers to lead global insurance and strategic partnerships

PlainsCapital Bank Welcomes Vernetti as Vice President, Wealth Management Administrator

Northern Trust Wealth Management Appoints Beata Kirr as Chief Investment Officer of Global Family Office

Masttro Appoints Dan Gorlick as Chief Product Officer

RFG Advisory Invests AI Notetaking Platform Zocks

JPMorgan Chase: Hiring Of Senior Dealmakers Signals Push Into AI And Technology Investment Banking

Boutique bank Evercore hired a JPMorgan industrials banker, promoted him to MD

US Bank taps former NFL player Steven Israel to expand athlete-focused wealth push

$62B RIA Clearstead Hires M&A Head

Associated Bank hires Lisa Buetow as senior vice president, Private Banking, major metro markets director to accelerate growth

NFL Veteran Steven Israel joins U.S. Bank Wealth Management to Drive Efforts to Help Professional Athletes with their Financial Needs

UBS Hires Financial Advisor Brad Gillin in New York City

Titanbay Expands Swiss Advisory Board with Appointment of Adrian Nösberger

Baird recruits $1 billion investment advisory team in Indianapolis

Marsh appoints Niall O’Sullivan as Mercer’s Global Chief Investment Officer

Insigneo Formalizes Partnership with Alius Capital Partners to Build Dedicated Real Estate Vertical

Hamilton Lane Announces Senior Promotions and Appointments Across Firm

Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley