Managers of Wealth Americas

Williams’ appointment follows that of Abigail Slater who joined from American Express to become Pleo’s new head of operations in the UK&I in October.

Grant Thornton US, the seventh-largest accounting and consulting firm in the country, has elevated five people to its senior leadership team.

Rachael Billings is a certified trust and fiduciary advisor who was employed by Bangor Savings Bank as a wealth relationship manager.

The role’s gone to Mattew Nicholls and Rebecca Hill, who have been with the bank for 15 years and 5 years respectively.

Kenney joins the team at Avidian Wealth Solutions with more than 16 years of financial services experience

Coby Bucci, one of Canada's early ESG analysts, tapped to improve advisor-business experience and procedures for ethical investment

Dizard is a graduate of Ohio State University.

Bluso brings more than two decades of experience to newly created Institutional Real Estate Group

Vanguard veteran's executive leadership will allow founding partners Josh, Barry, Kris and Michael to focus squarely on their core competencies

Anthony brings deep knowledge of our unique space in the insurance industry

Connolly will drive growth for Wealthspire by delivering trusts and estates solutions to ultra-high-net-worth families and family offices

New Veris Chief Operating Officer an Experienced Operations Executive

As Chief Executive Officer, Gayner will lead the continued growth of Markel's group of businesses and investments

The four-person team is split across Merrill offices in Connecticut and Long Island.

Ejnisman replaces Jean Pierre Dupui, that will create a division responsible for oversight of other companies controlled by Santander in Brazil.

Victor Souza, who previously served as a private banker in Miami, has joined UBS’s wealth management business in Brazil.

Brad spent 12 years with Goldman Sachs serving ultra-high net worth clients.

The company said he will contribute to the continued build out of BMS Re’s North American casualty and treaty capabilities.

Webb brings a global mindset to his new role

Mr. Najarian will lead the efforts to continue building a world class equity research platform focused on emerging growth and mid-cap companies.