Managers of Wealth Americas

Carson Wealth adds Kentucky team managing $201M in assets

FFR Wealth Team's move to full integration follows years as an independent partner office.

Wells Fargo Adds $1.7B Connecticut Team From RBC

The Sheresky Samsen Group includes brothers Steven and Jeffrey Shereseky, as well as Jeffrey Samsen and Steven’s son Kenneth.

Underwriting leadership appointments at MS Re

She joins MS Re from Swiss Re, where she most recently held the position of managing director, head of FinPro and Casualty, North America, Corporate Solutions.

Steward Partners Appoints Joseph Glick as Chief Operating Officer, Positioning the Firm for Its Next Phase of Growth

Industry veteran brings deep RIA operational expertise and a track record of scaling firms through technology, automation, and margin expansion; deepening the leadership team as Steward surpasses $53B in client assets

PNC Bank names new regional president for West Florida market

The bank has also named Chris Kalin as head of the expanded North and Central Florida market, combining the two regions and adding in the Orlando metropolitan area.

Katten Launches Miami Office With Capital Markets Partner Josh Kaufman

Kaufman joins as managing partner of the Miami office, a partner in Katten’s Capital Markets practice, and lead partner of the firm’s Public Company Advisory Practice.

Evan Kotsovinos Joins Goldman Sachs as Head of Asset & Wealth Management Engineering

Kotsovinos joins Goldman from Google, where he led the company’s privacy, safety and security organization.

Industry moves: Damon Murchison steps into expanded role at IGM Financial

Plus, CIBC Private Wealth adds advisor team and new faces at Ventum, BMO GAM

BGC Partners' former head of structured products is back, and is hiring

At BGC, Juneja built the structured credit business into the market leader in the interdealer broker market.

Everest promotes Buonpane and Stewart in GWS leadership

She will lead the continued development of the US wholesale platform, with responsibility for underwriting, portfolio management, operations and distribution.

Clearstead adds $5.3B Philadelphia wealth team from myCIO

This is a great transaction for myCIO, and we wish the departing team success with their new firm

Withers appoints 12 new partners in the US, UK and Singapore

Drawn from across our US, European and Asian practices, they reflect the strength of our talent pipeline, the quality of our legal expertise and the scale of our ambition for the future.'

JP Morgan's AI head to depart after 4 decades

In her role leading the data and analytics division, she was responsible for setting data and analytics strategy and governance standards

Miller names Plant to lead North American property business

Mr Plant’s appointment follows the arrival of Paul Jenkins as a senior director in Miller's US property team earlier this year and is part of the company's strategy to grow its North American wholesale operations.

Wealth Enhancement Snags Two Teams from Shufro Rose with $1.3B in Assets

Wealth Enhancement grows to $158 billion with the addition of the two teams from the wealth manager founded in 1938.

Citi appoints Michael Yannell as hedge funds chief as wealth management push continues

Michael Yannell rejoined Citi in 2019 as head of hedge fund research.

$6.9B Private Markets Firm Willow Wealth Names President

Also, $16B RIA Caprock hires an ESG-investing head, upstart RIA Balefire hires a corporate retirement plan lead, and Calamos Investments adds to its wealth advice team.

Hightower President Steps Down Less Than Three Months into Tenure

The RIA's president and chief business officer is leaving for personal reasons and will be replaced in the near future, according to a company spokesperson.

J.P. Morgan Private Bank Welcomes Rachel Landesmann as a Vice President and Banker

She joins the firm from AllianceBernstein.

SF Fire Credit Union promotes Robert Kassab to CEO

Kassab assumes the role after serving as interim CEO following the retirement of Kathy Duvall in March.

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