Managers of Wealth Americas

KKR appoints Senior Advisor to KKR’s global technology team

Appointment further builds on KKR’s position as one of the largest global private equity investors in software and technology

Deutsche Bank appoints LatAm leader for Swiss unit

Since December 2019, Coppola has been working as head investment manager, Latin America

Hub names new leader of the high net worth practice

“Our clients are smart and accomplished and are looking for insurance advisor to support them in a world that is increasingly complex and rapidly changing"

Peapack Private Wealth Management announces new hires

Prior to his appointment at Peapack, Young held the position of vice president, senior trust officer, at Arden Trust Co., where spent the last 20 years administering personal trust accounts.

Pitcairn Expands Innovative Family Office Strategy to Serve Florida Clients

Wealth management veteran Jay Goetschius to bring new levels of personalized service to one of America's fastest growing wealth markets

Morgan Stanley Miami director joins iCapital's advisor client unit

Jaffe joined iCapital as a senior vice president

BlackRock Miami offshore sales manager joins Pimco

This time last year, Pimco hired another BlackRock alumus for its Miami team.

LPL Financial, The Network Welcome Ascend Wealth Management

They take an authentic approach to helping build their clients’ financial confidence and are committed to serving all clients equally—from hospital floor staff to corporate executives.

Invest in Others Names Private Advisor Group Cofounder John Hyland Board Chair

From education to health and wellness programs, the philanthropic impact at Invest in Others is far-reaching.

Christopher Poggi Joins Ropes & Gray’s Market-Leading Finance Practice in New York

He will join partner Patricia Lynch, and a team of lawyers, who advise global clients on securitizations and complex financings.

Morgan Stanley Loses Atlanta FA Team to Rockefeller

The latest team to jump ship for Rockefeller is The Tramontano Group.

First Republic Bank appoints CEO

Founder Jim Herbert Transitions to Executive Chairman

Citi co-head leaves for new venture

Before that he was senior vice president, investment counsellor of Citi Private Bank.

KKR Builds Investment Services Capabilities in Real Estate Credit with Appointment of Lindsey Wright

Ms. Wright plans to build a team of industry specialists to oversee special servicing, stabilized loan asset management, transitional loan asset management support, and investment oversight across KKR’s real estate credit portfolio.

ZEDRA increases local support to Colorado based companies

Lindsey brings with her a deep understanding of a company’s pain points when expanding internationally, and the tools to help – whether through introductions, operational support, marketing or knowledge sharing.

Mercer appoints new CEO

Mr. Bueno holds, among other things, a BSc., Industrial Engineering degree and a graduate degree in Negotiation & International Relations.

Bank of London appoints Vincent François as chief audit officer,United Kingdom

In addition, Francois was the founder and executive sponsor of Société Générale's UK Pride and Allies Network.

SBI hires chief financial officer

He has an MBA from New York University and a bachelor’s degree in accounting from Binghamton University, as well as a CPA certification.

Premier Wealth Advisors, LLC names Edward P Mally as Portfolio Manager

Prior to PWA, for more than 12 years, Ed was Managing Director and Head of Institutional Research for Imperial Capital, LLC.

Citi’s Digital-Assets Group Co-Heads Depart to Start New Venture

The bank formed the unit as investor demand for digital assets soared despite wild swings in the prices of major cryptocurrencies.

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