Managers of Wealth Americas

Facet Wealth Appoints Vince Maniago as Chief Product Officer

Maniago has more than 20 years of software product design and implementation experience, including Chief Product Officer for Personal Capital

Wealth Management Team Led by Tim Argyres, Ted Rice, Nasser Abdulkariem and Greg Argyres Joins First Republic

The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

Kingsview Partners Welcomes Wealth Manager Brett Sposa

Former Edward Jones Advisor Opens Kingsview Partners Office in Falls Church, VA

Kestra financial welcome Steffan Hagendorf to the platform

“I am very excited to commence this next chapter alongside Kestra Financial and Coastline Wealth Management,”

Synovus Names New BSA/AML Director

Wise has more than 20 years of financial industry and financial crimes compliance experience.

Dakota Wealth Management Announces Hiring of Joshua Crossman

Senior Wealth Advisor joins the firm's Palm Beach Gardens, FL office

Crestbridge appoints family office services Director

She will lead on family office structures administered in Jersey for clients in the Americas, Canada and the UK.

Star Mountain Capital Adds T. J. Della Pietra, Former Global Head of Citi Holdings, as a Senior Advisor

Mr. Della Pietra held several senior operating roles at Citigroup

Kestra Financial Welcomes Steffan Hagendorf to the Platform

Hagendorf brings $165 million in client assets to Kestra Financial-associated firm Coastline Wealth Management, seeking growth opportunities and elevated client service capabilities

Pamela Allen becomes CEO of MD Financial Management Inc.

After 16 years at MD, new CEO brings deep understanding of the unique challenges and opportunities facing physicians and their families

Truxton Adds Veteran CPA Peter Deming as Senior Wealth and Tax Strategist

In this role, he will provide comprehensive strategic tax advice to our clients, their trusts and estates and business entities.

Vontobel Zurich private banking team exits

Marcio Medeiros, head of the private bank's adviser team covering Brazil from its desk in Zurich, will leave the firm along with three others.

Chief Technology Officer Joins Coremont

Coremont has been fortifying its team this year to accommodate its significant growth potential.

CalPERS Names Managing Investment Director For Growth & Innovation

“As we look to find more innovative solutions to help meet our return requirements, we need someone with the right blend of expertise and real-world experience. We’re confident he’ll bring valuable insight to this role.”

GoldenTree Asset Management Announces Kathy Sutherland as the Firm’s First Chief Executive Officer (CEO)

Sutherland has been instrumental in the firm’s growth.

Stephens Private Wealth Management Hires Financial Consultant Joshua Boyle

“My top priority is helping clients achieve their financial goals,”

Catlett/Godin Wealth Management Joins Stifel in Wilmington

“We are delighted to have Sam, Todd, and Adrieanna joining our dynamic and growing firm and look forward to partnering with them in their future success.”

New Crew Named for CS First Boston Relaunch

During the transition, until Klein takes over, David Miller will continue in his current role as global head of investment banking & capital markets, reporting directly to Group CEO Ulrich Koerner, and will support the development of CS First Boston a

Principal Financial Group® names Anthony Shea Treadway to lead U.S. Insurance Solutions distribution

Treadway obtained his Bachelor of Arts in political science from Yale University and his Master of Business Administration from the University of Michigan Ross School of Business.

Crypto Quant Manager Expands With New Executive

Digital asset-focused Strix Leviathan plans to build out more market-neutral strategies and target larger institutions.

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