Managers of Wealth Americas

Liss Chapman Commended for Continued Excellence in Finance and Wealth Management

She has remained deeply committed to helping individuals, families and business leaders navigate some of the most important financial decisions of their lives.

Rockefeller Capital Management Appoints Anousheh Ansari to Board of Directors

Her appointment comes at a pivotal moment for the financial services industry, as rapid advances in technology and artificial intelligence continue to reshape markets, institutions, and client expectations.

Citi Strengthens Financial Institutions Investment Banking Team With Senior Hires

Jonathan Alpert will join Citi in September as Global Head of Insurance, bringing more than 28 years of experience in the insurance industry and investment banking.

Emigrant Bank Appoints Tyler Kelley as Managing Director to Support Strategic Growth and Family Office Expansion

In his role, Mr. Kelley will work across several of the bank's specialized business units, helping strengthen connectivity across businesses, identifying strategic opportunities, and supporting the continued evolution of Emigrant's family office

Orion Welcomes Seasoned Industry Executive Yi‑Ching Wu to Lead Wealth Management Product and Platform Strategy

In this role, Wu will lead initiatives that support Orion Wealth Management’s continued growth and advisor adoption.

Everest names former Canopius US leader Lisa Davis to North America wholesale & specialty role

She will oversee underwriting strategy, distribution and portfolio management across the region, reporting to Jason Keen, executive vice president and chief executive officer of global wholesale & specialty.

First Western Trust Appoints Alison Timboe as Senior Vice President, Trust Officer in Jackson Hole

Timboe joins First Western Trust following senior trust advisory roles at leading private banks, most recently serving as a Senior Trust Advisor at Wells Fargo Private Bank.

Osaic’s Heads of Strategy, Engineering Resign

The departures include Dimple Shah, head of strategy and client experience, who is moving to one of Vestigo Ventures' portfolio companies, according to a source.

Crusonia Wealth Advisors Announces Addition of Wealth Advisor Connor Law

Crusonia is expanding its advisory team as part of its continuous goal to serve individuals and families.

Trio of exits shine spotlight on Citi’s wealth overhaul

Chief financial officer Kurt Nestor, general counsel Akiko Yamahara and head of Latin America Antonio Gonzales are all leaving the bank’s wealth arm

Coastal Wealth Appoints Former Ameriprise Complex Director Michael Swinehart as Head of Wealth Management & Financial Planning

22-year industry veteran to lead financial planning and wealth management growth, strengthening outcomes for clients and families across 350+ advisor network

Alexis Miranda hired at Ducere Wealth Management

Ducere Wealth Management has hired Alexis Miranda as wealth adviser at its newly opened office.

First American Bank Appoints Jim Turano Commercial Group Head for Chicago Market

Senior Commercial Banking Leader Joins from Wintrust as Bank Continues Investment in Chicago Market

Proskauer Continues Private Funds Growth With Addition of Zeeshan Ahmedani in Los Angeles

Zee has extensive experience advising clients across several market cycles

Wells Fargo Lures Morgan Stanley, UBS Advisors Representing More Than $9B

In less than a week, Wells Fargo Advisors announced the addition of two teams from Morgan Stanley and one from UBS, which had been overseeing in total more than $9 billion in client assets.

Churchill Asset Management Enhances Investor Education and Client Engagement with Strategic Hires

Appointments support private wealth efforts in partnership with Nuveen, strengthening delivery of insights, education, and client solutions

Cetera Highlights Leadership Expansion at Wilde Wealth Management Group with Appointment of COO Erica Bloudek

Bloudek to shape operating model and strategy supporting growth and white-glove service

&Partners Adds Wells Fargo Team Managing $590M in Ohio

Founded in 2023 by former Wells and Edward Jones executives, &Partners has grown to 114 advisor practices who had managed $54 billion at their former firms, the spokesperson said.

UBS Appoints Jeremy Autry as Market Director in the Manhattan Market

Prior to joining UBS, he served as Associate Market Manager for the 5th Avenue Market at Morgan Stanley, where he held leadership roles spanning sales, financial planning, and wholesale distribution.

eLEND hires Roman Ramora as chief technology and innovation officer

Ramora will lead eLEND’s technology strategy

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