Managers of Wealth Americas

Monroe Capital Expands its Institutional and High Net Worth Business Development Team

They bring many years of experience and relationships within the limited partner community to Monroe and we are excited to have them.

Woodson Wealth Management Begins Its Planned Expansion

Woodson Wealth Management announces the opening of its new office in Austin, TX

Nadi Son Joins Fiduciary Trust of New England as VP and Senior Wealth Advisor

Son earned her BS in Finance and Marketing from Fordham University and her JD and LLM in Taxation from New York Law School.

Warren Buffett’s Granddaughter-in-Law Lili Joins JPMorgan Wealth

She’s part of a division that’s a priority for the biggest US bank.

Stephens Investment Banking Expands Health and Life Sciences Capabilities With Two Senior Bankers

Stephens continues to strengthen our offering within Health and Life Sciences

Merrill Private Wealth Broker with $4.5B Book Launches RIA in San Francisco

Chopra said in a statement that he needed to run his own registered investment advisory firm to provide a multi-family office service model with investment products and services that would have been off limits at major brokerage firms.

NewEdge Wealth Expands Coast to Coast with Southern California Addition

Mark Ahmed and Justin Reese join the flourishing firm to serve ultra high net worth clients

Cryptocurrency Exchange Gemini Names Insider as Compliance Chief

Christopher Mariadason’s promotion is the latest change in the company’s risk and compliance team in recent months

Fengate appoints Chief Financial Officer

As a leader at Fengate and within her industry, Nina is a mentor for many at her firm and within the financial and infrastructure sectors.

SS&C Aligns Global Fund Administration and Servicing under the SS&C GlobeOp Brand and Appoints Bhagesh Malde to Lead Next Phase of Growth

The new group will continue to operate as SS&C GlobeOp and brings together SS&C's hedge fund administration, private markets administration, middle office, and insurance global servicing capabilities.

Merrill Plugs Management Gaps in TX and NJ, Loses Group to Morgan Stanley

He graduated from Merrill’s Market Executive Leadership Academy and had been associate market manager in Boston since August 2021.

SVB Financial Group Appoints Board of Directors

King will also serve on the board’s Compensation and Human Capital Committee.

STP Investment Services welcomes as new president

Houlihan was also instrumental in growing Northern Trust’s front, middle and back-office businesses for asset managers and owners.

Mark Redman Joins Stellex Capital Management as a Managing Partner Alongside the Two Founders and Will Oversee the Firm’s European Operations

Based in Stellex’s London office, he will work with the Firm’s existing European investment team to further expand its investment activities and profile in the region.

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