Managers of Wealth Americas

Goldman Sachs Adds Former Raymond James Team to Custody Platform

Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its 'sophisticated wealth management solutions.'

Socius Family Office - Announces Ron Tenhagen as Chief Investment Officer

Ron has 19 years of experience as an institutional investor and is an expert in portfolio construction, asset allocation and alternative asset manager research.

Blackrock Veteran Named as APAC Wealth Head

Previously, he also worked at Barclays and BGI, which was acquired by BlackRock in 2008.

Nicola Wealth welcomes two new wealth planners

Fast-growing Canadian investment management firm adds two Calgary-based professionals

Empower Appoints Carol Waddell to Lead Individual Investor Unit

Combined business unit aims to accelerate firm’s engagement with consumers

Janney Montgomery Scott names new wealth management chief

With 30 years of experience in the fields of financial services, wealth management and technology, Yackel previously held various leadership positions at SEI, Envestnet, Fortigent and Prudential.

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.

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