Managers of Wealth Americas

Financial Advisor Team Nautilus Wealth Management Joins UBS in La Jolla

Gregg and Jason are joined by Client Service Associate Saba Lak.

Shannon McAllister joins UBS Private Wealth as Financial Advisor in Boston

She focuses on developing and overseeing every detail of successful client relationships, offering highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet.

Evercore Wealth Management Names Neza Gallitano Managing Director, Wealth and Fiduciary Advisor

She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services.

SEI Appoints Head of New Business Ventures

Appointment of Sneha Shah Reinforces SEI’s Commitment to Driving Growth through Innovation

BS Snatches Three First Republic FAs from JPMorgan

The wirehouse has added a Boston-based advisor with annual production of about $2.3 million and a two-person team based in Southern California.

GoLogiq Appoints Hunter Gaylor as President and COO

Gaylor to Lead Company Global Expansion Through Organic Growth and Strategic Acquisitions

Cashplus appoints former HSBC and JP Morgan execs as NEDs

Cashplus say the pair have a “wealth of banking and technology expertise”, and will help improve board diversity.

Grant Thornton expands private equity offerings

Experienced business leaders Bill McManus and Alex Arata join the firm’s Private Equity industry practice to offer Value Creation Planning services

Everest hire former AXA XL executive to head Canada operations

He will also serve as a director on the Everest Canada Board of Directors.

Integrated Partners Creates Insurance Solutions Division, Adds Two Key Staff

Peter Kaplan will lead Integrated’s insurance business; Josh Benson will deepen relationships with the firm’s larger advisors and teams

Rockefeller Global Family Office Welcomes Three Private Advisor Teams, Increasing Presence in New York, Winter Park, and San Francisco

The team joins from First Republic and will report to Brian Riley, Pacific Northwest Divisional Director of Rockefeller Global Family Office.

Kam Nat joins BDO Canada as tax partner

He will serve private businesses in the BC market and across Canada.

Grant Thornton reorganizes regional divisions, appoints new leaders

The new appointments follow additions to the firm’s senior leadership team, announced last November.

Banchile wealth director joins Prudential as commercial exec

Nicolas Becerra joined Prudential's asset management arm in Chile earlier this month after more than five years with Banchile Inversiones.

Asset Growth Drives Team Expansion at Mesirow Global Investment Management

The appointments are consistent with a strategy to broaden and focus relationship management for product expertise and location.

Wealth management leader Ned Dane joins AdvisorEngine as Chief Growth Officer

In this role, Dane is charged with helping AdvisorEngine clients use data and technology to grow their revenue, achieve deeper operational efficiency and deliver elevated client service.

Vibhor Singh leaves Morgan Stanley Wealth Management for Citi

Based in New York, he will be responsible for driving the bank’s data and cloud strategies.

Fiduciary Trust International Names Kimberly Rescorla as Director of Trust Administration

Industry Veteran Will Supervise Trust Administration Activities Across the Firm

Santander recruits $750m Citi private banker for Brazil biz

Roseli Kostiuk left Citi Private Bank last month after almost 14 years and is joining a former colleague at the Spanish group.

Skyline Wealth Management Appoints CEO to Drive Strategic Growth and Strengthen Relationship with Noble Capital

Since its founding in 2010, Skyline Wealth Management has helped nearly 200 Central Texas families retire with confidence and fulfillment.

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