Managers of Wealth Americas

Law Firm Sullivan & Cromwell Taps New Leadership

Two co-chairs to head New York firm, with a litigator and a corporate lawyer dividing the chairman role

Barclay Damon adds Whittaker as associate attorney

He has experience as a law clerk to Chief Judge Glenn T. Suddaby in the U.S. District Court for the Northern District of New York and as an associate at a law firm in Cortland, where he focused his practice on landlord-tenant law and real-estate transacti

Chubb Announces Leadership Changes in Canada

He was appointed Chief Operating Officer of Chubb Canada; Melanie Wilcox to assume role as Head of Personal Risk Services, Canada

SEI Announces Leadership Change

SEI today announced the departure of Steve Meyer as an Executive Vice President and Head of Global Wealth Management Services

Incisive Consultants hires chief revenue officer

The firm has approximately 35 employees, according to LinkedIn, and a network of 1,200 independent Epic consultants.

Dropp announces the appointment of top Finance Executives to its Advisory Board

Dropp offers businesses a profitable micropayment option to enable small-value purchases with fees that are on average 15 times cheaper than most payments solutions for payments under $1.00.

Neal Gerber Eisenberg Adds Partner to Private Wealth Group

He advises high net worth individuals, family offices and businesses on multifaceted trust and estate planning, administration, litigation and dispute resolution.

Steward Partners Lures Another Wealth Manager from Wells Fargo

Ritz began his career in 1997 with Morgan Stanley

Steward Partners Lures Another Wealth Manager from Wells Fargo

At Wells Fargo, Ritz was a private wealth manager in the wirehouse’s private financial advisory group.

Franklin Wealth Management hires wealth analyst

At Franklin Wealth Management, Jones is mostly involved in back-office work including research, trading, portfolio management, and market strategy.

Wealth manager BMO Family Office expands in Bay Area with key hires

That deal is good news for two new hires in the Palo Alto office of BMO Family Office

Merrill Revamps Wealth Management Leadership

Merrill is adjusting its leadership as demand for advisers climbs and banks bolster businesses that serve affluent clients.

Grant Thornton US welcomes two new members to partnership board

The firm has approximately 8,500 people across more than 50 offices.

Cambridge Trust Company appoints Chief Marketing Officer

Experienced marketing leader joins to drive branding of private banking and wealth management businesses

FTI Consulting hires managing director

Demand for transaction consulting services has boomed as M&A activity has reached record highs.

BNY Mellon Wealth Management names market president in Pittsburgh

She also held various investment advisor roles at Aurora Investment Management, Northern Trust Asset Management, Morgan Stanley and National City Bank.

Wilmington Trust Adds Wealth Strategist

Donnelly's hire is one of many that Wilmington Trust recently announced across its business units.

Okcoin adds industry veterans to Leadership team

Formerly at Bank of America, Barclays Capital, and HSBC, new hires join Okcoin following a year of 450% growth in clientele

Angeles Investments Expands Footprint in Midwest

Former Private Bank Wealth Leader to build upon Angeles’ success in comprehensive wealth management for private families located in the Midwest

Wilmington Trust Hires senior wealth advisor

In this role, Christof will be responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations & endowments throughout Western Pennsylvania.

People Moves