Managers of Wealth Americas

Houlihan Lokey’s Capital Markets Group Expands Its Public Equity Capital Markets Advisory Practice

Daniel Klausner Joins as a Managing Director

BMO Private Investment Counsel appoints new chief strategist

Brent Joyce has been hired as chief investment strategist and managing director of BPIC

Citi Private Bank promotes Miami market manager, hires JPM's NYC director

The firm also hired another regional director from JP Morgan with a similar directive in the Northeast, according to an announcement Citi shared with Citywire.

Sequoia Financial Group Announces M&A Integration and Marketing Appointments

"Sequoia Financial is growing, both organically and through acquisitions, and we're delighted to attract experienced and talented professionals of the caliber of David and John to our expanding team,"

Kristy McCullough Is Named Managing Director of Mowery & Schoenfeld Wealth Management

McCullough is an active board member of Uncorked Adventures NFP, a not-for-profit serving those with Parkinson's Disease.

Wealth Enhancement Group Appoints H&R Block Chief Marketing & Experience Officer Jill Cress to its Board of Directors

Global Marketing and Technology Heavyweight Will Help Wealth Enhancement Group Drive Accelerated National Growth

Everest boosts Canada expertise with two promotions

Lewis has been an “integral part” of Everest’s Canada operation expansion and establishing Everest as a market leader

Wilmington Trust Adds Skip Stern as Senior Private Banker to New York City Office

In his role, Stern is responsible for helping to meet the complex financial needs of clients throughout New York City

BMO’s head of private wealth retires after 21 years

Bank of Montreal spokesperson Jeff Roman said in an e-mail the bank has not yet named a replacement for Mr. Auerbach, and BMO Private Wealth’s senior leadership team will report on an interim basis to Deland Kamanga, group head of BMO Wealth Managem

TowerBrook Capital Partners Appoints Andy Kalbaugh to its Management Advisory Board

Mr. Kalbaugh has over thirty years’ experience in the financial services industry.

BNY Mellon Names CEO of Securities Services and Digital

Mr. Regelman commented "BNY Mellon sits at the intersection of trust and innovation, and we embrace this responsibility with great accountability, transparency and integrity. I am looking forward to continuing to help clients bridge the traditional-

Northern Trust Appoints Senior Managing Director to New York Wealth Management Team Anne Fitzpatrick Donahue assumes role in Greater New York

Donahue is a CERTIFIED FINANCIAL PLANNER™ and received an MBA in International Finance and Economics from New York University and a BA in Economics and French from Providence College.

People Moves

Houlihan Lokey’s Capital Markets Group Expands Its Public Equity Capital Markets Advisory Practice

BMO Private Investment Counsel appoints new chief strategist

Citi Private Bank promotes Miami market manager, hires JPM's NYC director

Sequoia Financial Group Announces M&A Integration and Marketing Appointments

Kristy McCullough Is Named Managing Director of Mowery & Schoenfeld Wealth Management

Wealth Enhancement Group Appoints H&R Block Chief Marketing & Experience Officer Jill Cress to its Board of Directors

Everest boosts Canada expertise with two promotions

Wilmington Trust Adds Skip Stern as Senior Private Banker to New York City Office

BMO’s head of private wealth retires after 21 years

TowerBrook Capital Partners Appoints Andy Kalbaugh to its Management Advisory Board

BNY Mellon Names CEO of Securities Services and Digital

Northern Trust Appoints Senior Managing Director to New York Wealth Management Team Anne Fitzpatrick Donahue assumes role in Greater New York

Leading Private Equity Practitioner Joins Dechert

The National Capital Bank of Washington Appoints President

Snowden Lane Partners Adds $350 Million Advisor Team to Continue Strong International Momentum

Tom Hamilton joins Bite Investements as CIO

Attain Partners promotes Ellen Walsh to partner

Jay Bhutani named President of Raintree Wealth Management

SEI Appoints Board of Director

Philip Jodz Joins Fiduciary Trust International as Senior Relationship Manager in Radnor Office