Managers of Wealth Americas

UBS adds two teams from Merrill Lynch

The Klinger Quan Group, which manages more than $1.3 billion, joins in San Francisco, while David Sacharko and Sean Siana, with $340 million, join in Hartford, Connecticut.

$340 million advisor team joins UBS in Hartford, Connecticut

David and Sean will join the UBS Greater New England Market, managed by William Cholawa and Weisner Perez, and will be based in the Hartford, Connecticut office.

Cincinnati Financial Corporation And Subsidiaries Recognize Promotion and Appointments

Soloria named chief investment officer

LPL Financial Welcomes Advisor Jonathan Blakelock

Based in Kingwood, Texas, a suburb of Houston, Blakelock is an Army veteran with an analytical background stemming from graduate school work at the University of Houston’s Cougar Investment Fund.

Atria Wealth Solutions Appoints Co-Heads of Atria's Financial Institution Channel

Atria's Head of Financial Institution Channel, Valorie Seyfert, set to retire at end of February

SignatureFD Announces Partner Promotions as They Continue to Grow Client Base

SignatureFD’s partner promotions are as follows.

Barclays Expands Technology Banking Franchise with Two Senior Appointments

Both Mr. Melsheimer and Mr. Ganchev will be based in New York.

Jennifer Ryan Joins Lazard Asset Management as Head of North American Distribution

She will be responsible for LAM’s business development in North America and will oversee its Institutional Client Group

LPL Adds Two Tech Execs from BoFA and Merrill Lynch To Leadership Team

They follow Kabir Sethi, who joined LPL last April as chief product officer.

Silvestre Fontes Named Director of Boston Regional Office

Silvestre is an exceptional leader with significant securities litigation and compliance experience

Pitcairn Expands its Strategic Leadership & Investments Team

Current Chief Investment Officer (CIO) Rick Pitcairn becomes firm's Chief Global Strategist; Well-regarded investment industry veteran Nathan Sonnenberg joins firm as new CIO

Alan B. Colberg Joins U.S. Bancorp Board of Directors

Colberg is also a member of the Board of Directors of Corebridge Financial, Inc., formerly AIG Life & Retirement.

Northern Trust Asset Management Names Client Portfolio Manager for Muni Team

John Ceffalio Brings 20+ Years of Experience to Client Facing Position

Brown Brothers Harriman Private Banking Team Expands in Philadelphia

Private Banking Adds to Team Focused on Private Businesses Through Corporate Advisory and Banking / Lending Services

Stephan Bourbonnais to lead wealth management at iA Financial Group

The head of iA Private Wealth takes over from Sean O’Brien

Harbourfront Wealth Management Names Communications Director

She will champion the firm’s unique industry positioning, innovative wealth management product offerings, and firm growth opportunities.

Barclays appoints new co-heads of Investment Banking

Barclays has promoted Taylor Wright and hired Cathal Deasy to co-lead Investment Banking

Martha Henderson Becomes Vice Chairman of Entertainment Banking at City National Bank

City National Promotes JaHan Wang to Executive Vice President of Entertainment Banking

Brown Brothers Harriman Private Banking Team Expands in Philadelphia

Private Banking Adds to Team Focused on Private Businesses Through Corporate Advisory and Banking / Lending Services

Fifth Wall Expands Mandate of Its Climate Business to Include Infrastructure

Bolstering its position as the largest asset manager focused on decarbonizing the real estate industry

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