Managers of Wealth Americas

BNY Mellon Wealth Management Names New Chief Fiduciary Officer

She is a talented and proven fiduciary leader with notable experience overseeing intricate fiduciary businesses

NewEdge Wealth Names Chief Investment Officer

Dynamic thought leader boosts firm’s investment program to support family office and institutional clients

Wilmington Trust Appoints Senior Wealth Advisor to Palm Beach Office

He will be responsible for providing comprehensive wealth management advice

Twenty four wealth welcomes private wealth advisor

After a successful 20-year career at Barnum Financial Group, a branch of MassMutual Financial Services, Truino departed with his team to execute his vision for Twenty Four Wealth, an independent practice with six Private Wealth Advisors and eleven support

SVB Private Appoints Head of Advisor Business Development

He is responsible for directing SVB Private's national advisor recruiting strategy and execution.

Wells Fargo Appoints Chief Auditor

He has served as the company’s interim chief auditor since February 2022

Finbourne Technology appoints CTO, as it expands into North America and Asia-Pacific

The appointment of Robert Byrne, as CTO will facilitate company’s ambition and forms part of a committed hiring drive, as it builds on its core team and successful appeal across a growing global client base.

Latham & Watkins Expands Investment Funds Practice in New York

David Sherman represents private equity clients on the full range of fund formation and related matters.

Carrie Valente joins AlixPartners' risk practice as managing director

She has an MBA in accounting and a bachelor’s degree in economic crime investigation from Syracuse University.

Ortec Finance Accelerate Its Growth of Goal Based Investment with Appointment

He will accelerate the growth of Ortec Finance’s OPAL Wealth platform and OPAL for Salesforce, by focusing on partnerships with all types of participants in the wealth management industry.

Rothschild & Co hires David Mell

David’s expertise enhances our franchise’s connectivity with the Rothschild & Co global platform and further strengthens our ability to provide differentiated advice on cross-border and cross-industry convergence transactions

Paoletti named top wealth advisor

“I am pleased that Joe is representing Morgan Stanley,”

Cottrell named president, CEO of Arvest Wealth Management

Cottrell earned a bachelor's degree in finance at the University of Arkansas and has maintained his status as a Certified Financial Planner.

Temenos appoints new president for Americas

Roman joins Temenos from SingleStore

Summit Trail Advisors Adds Relationship Manager in Pennsylvania

Brady Barnes is based in Summit’s Harrisburg, Pennsylvania office, which has $1 billion in client assets from ultra-high-net-worth clients

Wells Fargo Advisors Name New Head

Every advisor leading a client relationship reports up to him.

M&T Bank Names Tyré Robinson Regional President for Tarrytown, NY Region

Robinson earned her Master of Business Administration and Juris Doctor from The Stern School of Business at New York University and is an alumna of the Rising Leadership Development Program (RLDP).

M&T Bank Names Michael Seaver Vermont Regional President and Head of Commercial Banking for the State

"Michael's deep experience and extensive knowledge of what makes Vermont unique will be an enormous asset for M&T and our customers throughout the state and beyond, "

Goldman Sachs Names New Head

David Fox, a region head for Goldman Sachs Private Wealth Management, has been tapped to lead PFM Advisors in a newly created role, according to a company memo.

Lincoln Financial Group Recognizes Top Talent in Group Benefits Business

Kerry Brooks named Senior Vice President, Group Benefits Account Management and Carl Jones named Senior Vice President, Group Benefits Sales

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