Managers of Wealth Americas

Raymond James OSJ Adds Managing Director of Business Development

Concurrent is adding Steve Bielke to beef up its recruiting efforts.

Bank of America’s Thomas Montag, Head of Global Banking, to Retire at Year-End

It promised to pick replacements in coming weeks.

Raymond James bolsters boards with key appointments

Investment dealer names seasoned professionals as independent directors to trust businesses

Cherie Brant Appointed to Board of Directors of TD Bank Group

Cherie is both Mohawk from Mohawks of the Bay of Quinte and Ojibway from Wikwemkoong Unceded Indian Reserve.

Haven Realty Capital appoints Managing Director and Head of Capital Markets

“Eric’s experience and industry knowledge along with the trust he has cultivated with investors makes him a valuable addition to our team,”

Randel Young joins Charles River Associates as senior consultant

Mr. Young is a distinguished research fellow and advisory director at the Center for Energy Law at Tulane University, where he lectures part-time on cross-border pipelines and other large-scale energy projects.

Fiduciary Trust International Welcomes Taylor Custis as Trust Counsel & Senior Relationship Manager Servicing Mid-Atlantic Clients

Taylor has nearly 20 years of experience working closely with ultra-high-net-worth families and providing them with sophisticated estate and wealth planning solutions.

Tuan Nguyen joins RSM US as economist

“As the influence of the middle market continues to grow, RSM continues to invest in our ability to deliver broader economic context and insights to help these middle market businesses succeed,”

David Droga succeeds Brian Whipple as head of Accenture Interactive

He returned to Accenture in 2010 to lead Accenture Interactive. Whipple holds an MBA and BS from Duke University.

Deutsche lays off private bankers in Geneva and Miami

It is possible that up to a dozen bankers have been let go from the German group's International Private Bank since last week.

Morris, Manning & Martin Hires New CFO From Dentons

Santoro says her goals include driving stronger reporting and improving processes so she can share the stories behind the data.

BNY Mellon Wealth Management Named Regional Director, West Region Private Banking

He earned a Bachelor of Science in Business Administration and Finance from the University of Colorado in Boulder

AXIS Re strengthens LatAm credit focus with Markel hire

Most recently, he was a senior underwriter for surety at Markel International.

Clarence Nunn Named Head of Diverse Segments for Wells Fargo Wealth & Investment Management

Nunn to set strategy, manage and grow partnerships for clients and prospects

Lincoln Financial Group Elects Dale LeFebvre and Janet Liang to Serve on Board of Directors

Earlier in his career, he gained strategic management experience working at several Wall Street merger and acquisition firms, and he began his career as an analyst at McKinsey & Company.

Sanctuary Wealth Welcomes Ausperity Private Wealth

FTI Consulting Adds a new Managing Director in the Risk and Investigations Practice

“I am excited for this next phase of my career, leveraging my background to help clients preserve their freedom to operate when facing risks and opportunities,”

Natasha Gibbons Joins Keen Wealth Advisors

She Provides Support to the Firm's Advisors and Clients

Greenberg Traurig Expands Real Estate Practice

This is an important attribute in today’s rapidly changing market and makes Shawn a strong addition to our dynamic team in Chicago

Litigation Partner Joins Gibson Dunn

Collin is a star with an impressive background and a compelling record of success in the courtroom

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