Managers of Wealth Americas

Sanctuary Wealth Welcomes Iterhic Wealth Advisors As Partner Firm

Next gen advisor from Morgan Stanley launches wealth management firm with $170 million in client assets and partners with Sanctuary to scale business for future growth

Joe Regan named CFO at MutualOne Bank in Framingham

Regan holds a master of business administration in finance and a bachelor of science in accounting

Angeles Wealth Promotes CFP To Partner

At age 37, Wohlforth is the youngest partner in the firm’s history to be appointed to the position.

Hub appoints national private client practice leader for Canada

Prior to that, he was with TD Wealth, Private Wealth Management, where he developed strategies to assist high net worth clients achieve their financial goals.

Advisors Lucas Mijares and Jesse Ettlin Join LPL Financial

Ready to launch their new independent financial practice, Mijares and Ettlin turned to LPL and Mariner to help free up time to focus on their clients

Sam Farrell joins Torstone as head of North America

Sam has led a number of significant initiatives, including the Credit Suisse migration to Torstone’s Cloud Platform.

Raymond James adds Wells Fargo team with $450 million in assets

The father-son pair, David and Paul Gwidt, will operate as Gwidt Wealth Management Group in Racine, Wisconsin.

Fox Rothschild Announces New Firm Leadership

In his legal practice, he has more than two decades of experience representing health care providers, including physicians, medical group practices, hospitals, ambulatory surgery centers, diagnostic testing facilities and other health care practitioners s

Canaccord Genutiy Group Inc. Announces Resignation of Board Members

New Special Committee to Continue Mandate Currently in Progress Evaluating Management Group Bid

Silicon Valley Bank gets a new boss as former CEO and CFO are sued for fraud

New CEO Tim Mayopoulos said the bank is “conducting business as usual”.

Truist Names Head of Investment Banking Arm

The leadership change comes during a momentous time for the country’s banking sector, with President Biden on Monday trying to reassure Americans the industry was safe following two high-profile bank failures.

Fieldpoint Private Adds Chelsea Jones as Firmwide Director of Treasury Management

New leader strengthens fast-growing, private banking firm

Sanctuary Wealth Accelerates Growth Strategy with Addition of David Vaughan as Chief Financial Officer

Seasoned CFO Brings Unparalleled Expertise in Corporate Finance Strategies That Drive Scale, Simplify Processes and Empower Organic and M&A Growth for Independent Wealth Management Enterprises

Nick Donovan joins Socium Fund Services as General Counsel

Socium bolsters leadership team with key hire

Lincoln Financial Network welcomes pair of Heritage Financial Consultants financial professionals

With more than 30 years of combined planning experience and more than $200 million in client assets managed over their careers, duo looks to tap into the power of the LFN community to grow their practices and enhance client service.

Heritage Appoints Paul Whiting to Board of Directors

Whiting brings decades of public company experience

IQ-EQ appoints new Global Head of Private and Institutional Asset Owners

Previously, Ilias was Global Head of Relationship Management, Sales and Marketing at Alter Domus

TD Bank Group Announces Senior Executive Team Appointments

Her strong knowledge of market opportunities and the competitive operating environment will help drive the next phase of growth for both the Canadian Business Bank and our customers.

John Jonson Joins Ionic Partners as Principal, Capital Formation

Ionic Partners, a pioneer in investing in and operating Second Chasm software companies, announces the appointment of John Jonson as Principal, Capital Formation.

Senior Credit Suisse LatAm private banker departs Zurich office

Arlene Schuchard Steffen was catering to clients in Mexico.

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