Managers of Wealth Americas

Pictet LatAm wealth head to step down, replacement named

Alberto Valenzuela is taking on a new non-executive role at the firm at the start of next year.

Bank of America promotes Bettamio to co-head of investment banking; Ahmad to co-head capital markets

The memo also outlined other personnel moves.

Abacus Life Appoints New Managing Director

Sawuk brings nearly 20 years of experience in financial services and life settlements

Partners Group is poaching at Goldman Sachs

The new additions are all in the Client Solutions division and are based out of the New York office.

Julius Baer recruits two private bankers for Brazil biz

The group is continuing its hiring push for its Brazilian unit Julius Baer Family Office.

Advisor managing $475 million at Bank of America Private Bank joins LPL

Amy Lawrence is launching Gorilla Investments Co. in Miami.

Jefferies hires top Bank of America software banker

Eliasek's hiring will further boost the investment banking unit of Jefferies

Abrdn hit with latest small-cap fund manager exit

US-based manager becomes third specialist equity investor to depart in short space of time.

Ameritas Names New CEO, New President to start in 2024

Bill Lester will retire next year, with Bob Jurgensmeier set to succeed him as CEO and Susan Wilkinson as president and chief operating officer.

William Blair Adds Two Senior Hires to Growing Private Capital Advisory Team

“I’m thrilled to welcome Matt and Hudson to William Blair and the Private Capital Advisory team,”

NewEdge Wealth Names 30-Year Veteran, Richard Ina, as Partner

His previous two associates, Alison Ina and Paige Muirhead, will also join NewEdge Wealth.

J.P. Morgan Asset Management Hires Interest Rates Expert

Experienced investor joins the firm from TD Securities

Azqore names a new deputy CEO

He joined BNP Paribas in 1994

Cambridge Trust Company Announces Jeffrey Smith as Head of Wealth Management

"Cambridge Trust's reputation and history as a conservatively managed and client-focused institution is well known in the marketplace."

Calamos Wealth Management expands capabilities with addition of Chief Investment Officer and Chief Wealth Strategist

"Calamos was founded as a wealth management firm and it has remained an important and growing part of our business since,"

Comgest hires two US equity analysts

Zhang and Manfredini

JP Morgan Asset Management appoints interest rates expert as MD

Misra, who will report to Kay Herr, head of research and incoming US chief investment officer for GFICC, will take up her new role in August.

Cambridge Trust appoints head of wealth management

Jeffrey Smith has been appointed as the new leader of Cambridge Trust company's wealth management division, a part of Cambridge Bancorp.

Ryan Fernandes Joins Broadhaven as Managing Director

Prior to Thunder Bridge, he was with Morgan Stanley in the Investment Banking Division where he led Morgan Stanley’s global coverage of the payments technology sector.

Sareena Dalla Brookshire Named Chief Product Officer

Sareena joins BNY Mellon | Pershing from The Vanguard Group

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