Managers of Wealth Americas

Prominent Banking Partners Join Latham & Watkins in New York

Corey Wright and Lisa Collier bring substantial experience representing financial institutions in a broad range of sophisticated leveraged finance transactions.

Janney Names Head of Wealth Management

Industry veteran assumes strategic direction and oversight of Janney's comprehensive advice and solutions platform

Jeff McCorpin to Retire from LBMC Technology Solutions, Stacy Schuettler to Serve As CEO

President Stacy Schuettler will assume the role of CEO and continue to lead the organization’s strategic vision and growth as she has for the past 15 years.

Janney Names John Yackel as Head of Wealth Management

Industry veteran assumes strategic direction and oversight of Janney's comprehensive advice and solutions platform

Swift re-hires Grainger to lead Americas and UK business

Prior to his departure to Mastercard, Grainger had spent three years at Swift, joining as head of banking for payments and vendors in the UK before moving on to become head of North America.

Capital Square Promotes Mark Mercado to Executive Vice President, Investment Programs & Operations

Mercado, whose career in financial services spans more than 20 years, joined Capital Square in 2020 as vice president of private offerings.

Larry Roth Named Executive Chairman Of New Public Company

Roth’s role in the new firm will be to concentrate on strategy and work with the firm’s partner.

Cambridge Creates Chief Experience Post

Fairfield, Iowa-based Cambridge has named Valarie Vest as its first chief experience officer.

Financial Advisor joins UBS in Tampa, Florida

He will report to Gregory Kadet, Managing Director and Greater Florida Market Head at UBS Wealth Management USA.

Republic First Bancorp Announces New Leadership Team

Appoints Industry Veterans Thomas X. Geisel as CEO and Michael W. Harrington as CFO

Bruce Jackson Is Named Head of the Santander US Auto Business and CEO of Santander Consumer

Jackson succeeds Mahesh Aditya who is taking on the role of Banco Santander's Group Chief Risk officer in Madrid, subject to customary regulatory approvals.

Kingswood U.S. Adds More Than $943 million in 2022 in Total Client Assets with Recruitment of 21 Financial Advisors

Industry Leading Alts Platform and Access to Technology Solutions Driver of Affiliation

Chubb Names Executive Vice President, Chief Operating Officer, North America Surety

Chubb is the fifth largest surety underwriter in the U.S., representing more than 70 of the Engineering News Record top 400 contractors.

GoLogiq Appoints Global Finance and Investment Executive to Board of Directors

Beaumont is an advisory board member of the Family Office Association

Patrick Scatuorchio Joins Peapack Capital as Senior Vice President, Business Development Officer

With over 40 years of experience in the equipment finance industry, Mr. Scatuorchio’s knowledge and experience are invaluable to the institution.

AXA XL appoints Chief Financial Officer, Reinsurance

She also spent time working within the AXA group as an Executive Committee and Board Member of AXA Liabilities Managers across a wide number of different jurisdictions including France, Germany, Malaysia, Switzerland, UAE, UK and the USA.

Burnham Gibson Wealth Advisors, LLC Hires Financial Advisor Doug Igel

Doug brings over 20 years of corporate retirement plan consulting experience, specifically in the Southern California region.

Financial Advisor joins UBS in Newport Beach

Garth joins UBS from Wells Fargo where he served as a Financial Advisor in Orange County for more than 11 years.

Comerica Bank Promotes LaToya Rowell to National Community Affairs Manager

The Network for Teaching Entrepreneurship South Region named Comerica Bank as its 2022 Corporate Volunteer of the Year, a partnership under Rowell's leadership.

Cambridge Trust Announces Promotions and Retirement

Bank highlights new executive leadership

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