Managers of Wealth Americas

PwC names Global Private Equity Leader, and prioritizes investments in Digital Transformation and ESG capabilities

The appointment comes as PwC expands its focus on ESG for the PE and sovereign investment fund (SIF) industry

Roku Names Three Executives to New Roles as Presidents of Media, Devices, and Consumer Experience

As Roku grows internationally, these positions will help bring more focus to key areas of our business as the global shift to streaming continues

Hewlett Packard Enterprise names technology leader and former DARPA director, to Board of Directors

Dugan joins HPE Board with 30 years of advanced technology development, engineering and business leadership experience

BSSF Wealth Merges with Lighthouse Wealth Management and Adds New Advisor

He received his Juris Doctorate degree cum laude from the University of Maryland Francis King Carey School of Law.

Fiduciary Trust International Welcomes Wealth Director in Boca Raton Office

Organization Continues to Expand Footprint in South Florida

Northern Trust Creates New Leadership Role within Digital Assets and Financial Markets Group

Buzza, previously EMEA head of Market Advocacy and Innovation Research, will oversee the teams dedicated to providing market access and insights across the traditional securities services markets within the Digital Assets and Financial Markets group.

SimplePractice Appoints Chief Product Officer

Knox’s extensive experience brings practice management solutions for health and wellness practitioners to the next level

Monroe Capital Expands its Institutional and High Net Worth Business Development Team

They bring many years of experience and relationships within the limited partner community to Monroe and we are excited to have them.

Woodson Wealth Management Begins Its Planned Expansion

Woodson Wealth Management announces the opening of its new office in Austin, TX

Nadi Son Joins Fiduciary Trust of New England as VP and Senior Wealth Advisor

Son earned her BS in Finance and Marketing from Fordham University and her JD and LLM in Taxation from New York Law School.

Warren Buffett’s Granddaughter-in-Law Lili Joins JPMorgan Wealth

She’s part of a division that’s a priority for the biggest US bank.

Stephens Investment Banking Expands Health and Life Sciences Capabilities With Two Senior Bankers

Stephens continues to strengthen our offering within Health and Life Sciences

Merrill Private Wealth Broker with $4.5B Book Launches RIA in San Francisco

Chopra said in a statement that he needed to run his own registered investment advisory firm to provide a multi-family office service model with investment products and services that would have been off limits at major brokerage firms.

NewEdge Wealth Expands Coast to Coast with Southern California Addition

Mark Ahmed and Justin Reese join the flourishing firm to serve ultra high net worth clients

Cryptocurrency Exchange Gemini Names Insider as Compliance Chief

Christopher Mariadason’s promotion is the latest change in the company’s risk and compliance team in recent months

Fengate appoints Chief Financial Officer

As a leader at Fengate and within her industry, Nina is a mentor for many at her firm and within the financial and infrastructure sectors.

SS&C Aligns Global Fund Administration and Servicing under the SS&C GlobeOp Brand and Appoints Bhagesh Malde to Lead Next Phase of Growth

The new group will continue to operate as SS&C GlobeOp and brings together SS&C's hedge fund administration, private markets administration, middle office, and insurance global servicing capabilities.

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