Managers of Wealth Americas

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

Chubb Names Executive Vice President, Chief Operating Officer, North America Surety

Chubb is the fifth largest surety underwriter in the U.S., representing more than 70 of the Engineering News Record top 400 contractors.

GoLogiq Appoints Global Finance and Investment Executive to Board of Directors

Beaumont is an advisory board member of the Family Office Association

Patrick Scatuorchio Joins Peapack Capital as Senior Vice President, Business Development Officer

With over 40 years of experience in the equipment finance industry, Mr. Scatuorchio’s knowledge and experience are invaluable to the institution.

AXA XL appoints Chief Financial Officer, Reinsurance

She also spent time working within the AXA group as an Executive Committee and Board Member of AXA Liabilities Managers across a wide number of different jurisdictions including France, Germany, Malaysia, Switzerland, UAE, UK and the USA.

Burnham Gibson Wealth Advisors, LLC Hires Financial Advisor Doug Igel

Doug brings over 20 years of corporate retirement plan consulting experience, specifically in the Southern California region.

Financial Advisor joins UBS in Newport Beach

Garth joins UBS from Wells Fargo where he served as a Financial Advisor in Orange County for more than 11 years.

Comerica Bank Promotes LaToya Rowell to National Community Affairs Manager

The Network for Teaching Entrepreneurship South Region named Comerica Bank as its 2022 Corporate Volunteer of the Year, a partnership under Rowell's leadership.

Cambridge Trust Announces Promotions and Retirement

Bank highlights new executive leadership

Macquarie Capital expands its infrastructure and energy team in Latin America, naming Kevin Nobels Managing Director

Macquarie Capital has been active in Latin America for the last two decades, providing advanced technical knowledge and flexible capital solutions to help clients and partners create sustainable, connected and resilient infrastructure assets.

M&T Bank Corporation Announces Key Leadership Changes

Daryl Bible to join as Chief Financial Officer Darren King and Chris Kay to assume expanded responsibilities

Chubb Appoints Global Climate Officer and Executive Director

Climate Specialist, Environmental Lawyer, Thought Leader on Sustainability and Evolving Climate Risks Joins Company

Avidian Wealth Solutions appoints Wealth Advisor

McGinness strengthens Avidian’s people-centric approach to wealth management with his diverse set of experiences for high-net-worth clients.

WTW appoints Evan Freely as new Global Head of Financial Solutions

In today’s uncertain economic environment, clients increasingly seek financial solutions for their credit

LPL Financial Continues to Expand Investment Research Team With New Head of Model Portfolio Management

Firm taps proven executive with 25+ years of international portfolio management experience

People Moves