Managers of Wealth Americas

People Moves: Aprio, Macquarie Bolster Wealth Teams

Additionally, HB Wealth hires a chief market strategist from Bloomberg, Hamilton Lane expands its private markets distribution team, and M Financial appoints an RIA channel head.

Macquarie Asset Management Expands Wealth Team with Strategic New Hires

New partnership with iCapital expands access to Macquarie Asset Management’s infrastructure solutions for a global wealth audience.

Churchill Asset Management Adds Senior Investment Strategist

Nuveen, which has more than $56 billion in committed capital, provides financing for U.S. private equity backed middle-market companies.

Calamos Wealth Management Adds Two Senior Wealth Advisors to Lead Regional Offices and Enhance High-Net-Worth Client Services

Gregory Whitehead and Tony Oommen have joined the firm as Senior Vice Presidents and Managing Directors.

Carmine Salute joins Pirum as head of commercial development, Americas

Salute’s primary focus will be on accelerating the growth of the firm’s footprint across the United States, Canada and Mexico, as well as identifying opportunities in South America.

HB Wealth appoints Gina Martin Adams as chief market strategist

Adams previously worked as the chief equity strategist and head of equity strategy and fund research at Bloomberg Intelligence.

Thomas Randall promoted to Company Secretary of ASIC U.S.

This promotion aligns with the re/insurer’s commitment to developing talent from within and strengthening its legal and governance capabilities.

WSFS Financial Appoints Michelle Hong to Board of Directors

“Michelle’s proven leadership and deep roots in the financial and legal sectors make her an exceptional addition to our Board,

Modern Wealth Management Appoints Derek Bruton as Head of M&A

30-year industry veteran joins Modern Wealth to lead national M&A strategy, accelerate firm’s expansion across key U.S. markets

IDB Bank names Sagy Aseraf as President of Private Banking & Wealth Management

Aseraf to Lead IDB’s Private Banking and Wealth Management Business Expansion in the U.S., Latin America and Israel.

JPMorgan hired a trader who made MD aged 27 from a hedge fund

He was reported to have left Jain earlier this year for an unclear reason, however, and yesterday announced his return to banking.

Jeff Bright to lead Carbon’s US strategy as Underwriting Director

The firm hopes that a strong team, innovative technology, and the support of a successful recent capital raise will enable it to build a robust expansion plan in the region.

Citi strengthens wealth management team with seasoned bankers in Toronto, Vancouver

New hires bring decades of experience in private banking, investment strategy, and client advisory

Thomas Cahill Joins Keebeck Wealth Management’s Advisory Board

He serves as a director at several Newpath portfolio companies and has advised on science and policy issues at the national level.

Citi’s Family Office Head Hofmann to Leave in Latest Wealth Exit

Hofmann recently informed fellow executive Dawn Nordberg, Citi’s head of integrated client engagement, of his decision to leave the New York-based firm

Chubb Announces John Lupica to Retire

During his tenure at Chubb, Mr. Lupica held important leadership roles, contributing directly to the company's growth and outstanding results.

NFP Appoints Jessica Espinoza, Retirement Advisory National Practice Leader, and Stephen Jans, Wealth Management National Practice Leader

New practice leaders ensure commitment to delivering integrated solutions for middle market clients that reflect the full spectrum of their financial needs

People Moves