Managers of Wealth Americas

Credit Suisse LatAm advisor joins rival Vontobel in director role

André Birri had been at Credit Suisse for five years and left during a period of significant turnover at the firm following its takeover by UBS.

Harris Williams Hires Michael Kim as Managing Director, Co-Head of Technology Group

Brings Over 25 Years of Technology M&A Advisory Experience

Sienna IM scales up its management and sales team

In order to better assist its solid growth dynamic, Sienna Investment Managers has expanded its management team.

Santander Brazil hires ex Credit Suisse investment bankers

In an effort to increase its capacity for providing merger-and-acquisition guidance and equity underwriting, Banco Santander SA hired two additional Credit Suisse investment bankers in Brazil.

U.S. Bancorp Asset Management names head of distribution for OCIO division

Based in Philadelphia

Citi Hires Frankel to Co-Lead Americas Consumer Banking

Representatives for Citi and Barclays declined to comment

Andrew Reinhart joins Wealth & Investment Management as Head of Trust Services and Chief Fiduciary Officer

In that role he was responsible for the management and oversight of the Trust Company’s national fiduciary administration business.

Bregal Investments hires head of capital solutions

Delaney Brown has been named head of capital solutions at Bregal Investments, an international private equity platform.

Barclays appoints Vice Chairman, Technology, Media, and Telecommunications (TMT) M&A in the Americas

Throughout his career, he has advised on over 100 domestic and international deals aggregating over USD$200bn in value.

First Eagle Investment introduces global head of consultant relations

Allison Shaw has been assigned by First Eagle Investments as managing director and global head of consultant relations.

Jill Ford joins the Corporate & Investment Bank as Head of Equity Capital Markets

Prior to her most recent firm, Jill held debt capital markets and M&A investment banking roles at UBS, Montgomery Securities, and First Boston.

DSS Inc. Expands DSS Wealth Management, Inc.'s Management Team for Ramp Up of Asset Management Subsidiary

Jim Monaghan Appointed Chief Operating Officer and Chief Compliance Officer; Michael Cheah Joins as Portfolio Manager and Head of Fixed Income

Lygos Appoints Chantal Bergeron as Chief Sustainability Officer

The role underpins our commitment to sustainable performance across the organization.

Arch Re reveals key promotions

Two industry veterans step into chief underwriting roles

PA Consulting appoints Christian Norris as chief executive officer

PA says Norris has been instrumental in shaping the firm’s business strategy over the last five years

KPMG appoints Peter Zalkind as head of Sacramento office

Zalkind has more than 30 years of consulting and technology industry experience.

Largest Class Ever Spans a Multitude of Industry Sectors and Geographies

We are proud and excited to welcome our new partners

Barclays appoints two former Goldman execs to internet and technology investment banking team

Carmen’s expertise and experience perfectly complements our existing Internet banking team

Markel appoints Andrew Umphress

Previously, he was the head of US terrorism at Ambridge Group

Stratos Wealth Holdings names Chief Operating Officer

Experienced Financial Leader Joins From LPL Financial to Lead Stratos' Infrastructure and Asset Management Operations

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