Managers of Wealth Americas

Erin Miller, Promoted to Director of Fiduciary Services at Fulton Private Bank

Before joining Fulton, she worked as a Fiduciary Advisor for Wilmington Trust and, prior to that role, as an attorney in trust and estate planning.

Fortis Management Group Appoints Genine Iffla as Director of Family Education & Governance

Iffla brings more than a decade of experience designing and delivering family education and governance programs for families, financial institutions, and multi-generational wealth creators.

Chubb Names Seshadri Iyer to Lead Global Operations, Technology and Digital Transformation

Julie Dillman to Retire After Nearly a Decade at Chubb

Markel names Kristen Dardia as Head of Portfolio Analytics, US & Bermuda

Dardia has nearly two decades of experience across actuarial science, analytics, and business strategy.

Sidley Adds Noted Tax Partner Greg Featherman in New York

Mr. Featherman advises clients on the U.S. tax aspects of complex domestic and cross-border transactions.

DLA Piper adds Brendan Oviedo to its Energy and Infrastructure practices in Peru

With more than two decades of experience, Oviedo is a highly regarded practitioner in energy, infrastructure, climate change, and project development matters

Evolve Private Wealth Names Zico Parmar as Chief Operating Officer

Parmar joins Evolve at a pivotal moment of transition for the firm.

FNZ strengthens executive leadership team with key appointments

His leadership will support FNZ’s next phase of expansion across the United States and Canada, driving the new business pipeline, strengthening client partnerships and delivery execution, while contributing to FNZ’s continued global growth.

David Albright Named Global Head of Sales for Northern Trust Wealth Management

He will report to Wealth Management President Jason Tyler.

DLA Piper adds Michael Makhotin to its Finance practice in New York

Makhotin’s practice is focused on a wide range of complex financing transactions

Shelley Rubino joins Dentons as senior policy director in Washington, DC

Rubino brings extensive experience directing policy initiatives and building bipartisan consensus, achieving multiple transformational legislative successes.

Americana Partners Taps Matthew Nussbaum to Join Beverly Hills Office

Houston-Based Firm Welcomes Matthew Nussbaum, Director and Private Wealth Advisor with over $360MM in Assets

Sun Life Adds Veteran Asset Management Leader Marcia Moffat to Board

Moffat’s three-decade career includes senior leadership roles at BlackRock Asset Management Canada and Royal Bank of Canada, as well as experience as a corporate securities lawyer in New York and Paris.

Paul Hastings Welcomes Leading Securities Litigators in San Francisco and New York

Paul Hastings offers that platform, and I am thrilled to contribute my trial experience and government insight to help clients navigate their most critical regulatory and litigation challenges.

Diebold Nixdorf names Andy Zosel as chief product and technology offficer

Zosel brings nearly 30 years of global technology, product development and strategic marketing leadership to the company

Evercore Wealth Management Promotes Sean Brady to Partner

Mr. Brady works with senior executives, private equity principals and families, delivering integrated strategic wealth planning and fiduciary services.

Key Private Bank Expands Capital Region Team with Two Experienced Wealth Management Professionals

Both will be based in KeyBank’s Capital Region headquarters at 66 South Pearl Street in Albany.

Broadridge Appoints Allen Weinberg as Chief Growth and Strategy Officer

He will also help identify and evaluate new markets and product opportunities, ensuring the company’s strategy remains aligned with the industry’s rapidly changing landscape.

New hires help Mosaic build out finpro lines

Both product classes serve rising demand from banks, asset managers, insurers, private funds, fintech and professional services firms.

MeMe McNairy-Glenn Appointed Managing Director, National Strategic Growth at Cresset

Her focus will be on building enduring relationships, strengthening the Cresset community.

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