Managers of Wealth Americas

Aspen appoints new head of US distribution

Prior to Arch, Acker spent time at both ACE Group and The Hartford.

AXG Advisors Acquires the operations of Rose Glen, LLC

Morey Goldberg and team join forces with George Papanier and Adam Pauska, expanding global capabilities for discerning, ultra-high net worth families

Lincoln Financial Group Names Rodney Kuntz Vice President, Group Benefits Small Business Sales and Channel Development

Kuntz brings more than two decades of leadership and group benefits experience to the company

New Houston team continues growth of Withers' Texas strategy

The team also includes senior associate Phillip Black and associate Esteban Martinez.

Don Bailey Joins AIG as Global Head of Distribution and Field Operations PDF Version

Mr. Bailey earned a B.S. in economics from Allegheny College and an M.B.A. from Eastern University.

Fulton Bank Names Dara Bachman President of Fulton Private Bank

She joined Fulton Private Bank from a private multi-family office where she proactively crafted and executed plans to help families across the country steward, preserve and transfer the wealth they worked so hard to create.

State Street Appoints New Chief Executive Officer for State Street Bank International GmbH

Dr. Andreas Przewloka brings 20 years of senior financial services leadership experience to State Street

Macquarie Capital appoints Eric Jacobs and Vince Lambert Co-Heads of US Healthcare, expanding coverage of the sector

Mr. Jacobs and Mr. Lambert bring decades of transaction experience and industry knowledge throughout the healthcare space

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

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