Managers of Wealth Americas

UBS recruits 50 financial advisors to help with clients’ wealth management

With the Credit Suisse deal, UBS became the world’s second-largest wealth manager.

Oppenheimer hires Merrill int'l advisor vet for Miami-area office

Tatiana Zurek made her move to Oppenheimer and Co's wealth management business last week after more than 23 years with Merrill Lynch.

Barclays Appoints Senior FIG Investment Banker in the US

Rabun joins as Head of Asset and Wealth Management North America within the Financial Institutions Group; appointment strengthens Barclays’ global team in this important sector

Bank Of America's Recent Executive Changes Amid Global Investment Bank Revamp

The firm named Patrick Law as the head of the region's fixed income, currencies, and commodities trading, and Neelkanth (Piddi) Parekh was appointed head of sales for the division.

Trevor Bacon hired by Tompkins Community Bank

Founded in 1836, Tompkins Community Bank serves the Central, Western, and Hudson Valley regions of New York, and the Southeastern region of Pennsylvania.

Trinity Capital Appoints Ghannam Managing Director of Tech Lending in New York

Prior to his tenure at Pacific Western Bank, Ghannam worked at Comerica Bank.

Northern Trust Asset Management Announces Leadership Changes

The team will include equity trading, client portfolio management, index services, stewardship, and an expanded mandate for our Office of the CIO to cover performance monitoring and alpha enhancements across investment teams.

CAFII appoints Manulife VP as board vice chair

He has served as board director since 2018

Raymond James Names New Head of Advisor Inclusion Networks

The networks provide advisors with a forum for sharing resources, strategies and ideas to enhance their businesses and serve the communities they represent.

Bank of America's Christine Katziff talks impact of three-decade partnership with UNC Charlotte

She joined the board in 2019 and was recently reappointed to serve a second term starting July 1.

U.S. Bank Names Jimmy Whang as Head of Commercial Products, Effective on June 30, 2023

In this role, he oversaw the bank's corporate and municipal bond origination, sales, and trading activities.

New senior risk director at The Related Group

He joined the company as risk manager in May 2017 before being promoted in March 2021, also in the Miami/Fort Lauderdale Area.

Financial Advisors Mark Alibrandi and Stephen Alibrandi Join UBS Private Wealth in Boston

Mark and Stephen join the UBS Greater Boston Market managed by Jim Ducey, and will be located in the Boston Private Wealth Management office, reporting to Market Director Max Bardeen.

Goldman Sachs taps former Bank of America executive Tom Montag for board

Montag, described by his peers as a hard-charging executive, was formerly a partner at Goldman Sachs and jointly led its securities division until late 2007. He was at the bank for 22 years.

Daniel Lykken Joins American Business Bank as Regional Executive Vice President of the San Fernando Valley Office

“This region is a market anticipated for growth, and our bankers are energized to continue efforts to partner with the best businesses in the San Fernando Valley”

JP Morgan Chase appoints new chief data and analytics officer

In her new role, Heitsenrether will be responsible for leading the adoption of artificial intelligence (AI) across the bank’s operations.

Manulife Investment Management names next CIO, Public Markets

Incoming leader to take over from asset management veteran as part of year-long transition plan

Goldman Sachs Unloads Managing Directors

Goldman Sachs has seen at least three founds of job cuts in less than a year

Chubb Appoints Chief Operating Officer of Global Reinsurance

The appointment is effective immediately.

Billionaire-Owned EdTech Firm Byju’s Faces Yet Another Crisis As Deloitte Resigns As Auditor

This comprehensive audit coverage will provide a holistic view of Byju's financial performance and ensure transparency across the organization.

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