Managers of Wealth Americas

Bruce Swain to lead Crawford & Company as President and CEO

He has been instrumental in shaping the company’s financial strategy and global operations.

Gen Re appoints Charles Lawson & Erin Kang to Treaty leadership roles

She brings more than 25 years of insurance industry experience and has spent nearly seven years at Gen Re

Bank of America launches private capital M&A team to target PE exits

The initiative reflects a shift in the private equity landscape, where traditional exit routes such as IPOs and outright sales have remained subdued.

Broadridge Appoints Peter Reali as General Manager of Newly Created Institutional Governance Business

New investments in technology platforms offer unbiased and neutral solutions and increasing efficiency for the proxy ecosystem

Minnesota's B2 Bank revamps leadership amid expansion plans

B2 Bank has turned to Florida's Climate First Bank for its latest leadership appointments, bringing on a new CEO, chief credit and risk officer, and president.

Alexandro Ampudia Joins Bolton Global Capital as Senior Financial Advisor

Before joining Bolton, Ampudia held senior management positions at Boreal Capital Management and Deutsche Bank Private Wealth Management in Miami

EQB welcomes Daniel Rethazy as EVP, Personal Banking, adding top banking talent to reignite core business growth and execute on transformation

Supporting this evolution is a refined executive leadership structure that reflects EQB's growing scale, ambition and significance to the Canadian banking industry

Shore to Summit Wealth Management Expands Bethesda, Maryland Office; Welcomes Managing Directors Catherine Nicholas and Moshe Burstin

Together, the advisors bring more than 50 years of combined industry experience

Beacon Pointe Advisors Expands with Two Strategic Team Additions

Together, the teams manage approximately $645 million in client assets, further extending Beacon Pointe's reach to clients nationwide.

Broadridge Appoints Peter Reali As General Manager Of Newly Created Institutional Governance Business

Reali will report to Swatika Rajaram, President, Bank and Broker-Dealer Solutions, and will be based in New York.

State Street Elects Susan Gordon to Its Board of Directors

She provided operational leadership across the agencies and organizations of the U.S. intelligence community.

Prosperity Expands Wealth Management Practice into Southern California

Firm Adds Two Senior Wealth Advisors

Alan Flanagan joins U.S. Bank as head of Global Investment Services

Flanagan spent nearly two decades at BNY

Raymond James Names New Chief of Indie Channel

RJFS Interim President and Division Director David Sisemore will take over Bell's divisional leadership role through Sept. 30

Citi adds BlackRock vet to asset manager partnerships team

Mark Shpizner has joined Citi Wealth's asset manager relationships group.

Republic Bank Announces Executive Promotions to Propel Innovation

New Chief Digital Officer and Chief Transformation Officer to lead AI strategy, modernization, and enterprise‑wide transformation.

David Sabo Joins CV Advisors as Chief Technology Officer

Seasoned fintech entrepreneur to lead AI integration and next-generation platform development for the firm's ultra-high-net-worth clients

Northern Trust Appoints Alyssa Quinlan as Head of Advisor Relationships & Strategic Partnerships

Former Auction House CEO Will Expand the Firm’s Advisory Capabilities for Fine Art and Collectibles

Nour Private Wealth Appoints Scott MacKenzie to join its Independent Advisory Board to accelerate growth, innovation, and institutional resilience

This strategic initiative underscores NPW's deliberate approach to building a leadership infrastructure that reflects the discipline, perspective, and long-term vision expected by the most discerning families and institutional partners in Canada and

Fortress Investment Group Appoints Elizabeth Burton as Chief Strategist

New role will enhance provision of investment strategy perspectives for Limited Partners, and provide strategic advice to Fortress’s investment personnel

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