Managers of Wealth Americas

Hub international boosts retirement and wealth advisory services with acquisition of the assets of heritage wealth management group LLC in Pennsylvania

"We are excited to welcome Mike and the team to Hub,"

Sanjay Sharma to Lead SEI's Private Banking Business

Evolution of SEI's Leadership Reinforces Strategic Focus on Driving Growth

Global M&A Tax Partner Joins Dechert

Mr. Zaragoza will be an integral addition to Dechert’s private equity and M&A interdisciplinary deal teams.

William Blair Expands Equity Capital Markets Group, Adding Managing Director in New York

Joining in New York as a managing director on the private capital markets team, Caracciola draws on a career spanning more than 15 years focused on equity, equity linked, and debt private placements.

AB’s US small-cap growth chief to retire

Fund house announces change as long-serving manager aims to step down by the end of 2023.

Banco Santander taps CEO

The nomination has been made following a rigorous assessment process led by the Board Nominations Committee.

Principal Financial Group® Names Natalie Lamarque as New General Counsel

As executive vice president and general counsel, Lamarque will report to Houston and serve as a member of the executive management team.

Coldstream Wealth Management Strengthens Executive Team with Addition of Natalie Straub as Chief Revenue Officer

Former Charles Schwab Director Dedicated to Firm's Ambitious Growth Initiatives and Scaling its Business

M&T Bank Corporation President and Chief Operating Officer Rich Gold Announces Retirement

"It's difficult to overstate Rich's impact on our company," said René Jones, chairman and CEO of M&T.

Julius Baer Uruguay CEO and senior staff exit in downsizing push - sources

Felipe Perez, CEO of the Swiss private bank's business in Montevideo, has exited along with two other senior employees, sources have revealed.

BNY Mellon Wealth Management Named Tom Assad as Senior Client Strategist in Boston

Tom is based in Boston and reports to Matt Santangelo, head of Client Strategies and Business Development, New England.

Voltus Appoints Global Head of Investor Relations

J.B. Lowe joins as VP, Head of Investor Relations to expand engagement with shareholders, investment analysts, industry experts, and investors worldwide

Harbourfront Wealth hires first VP of Business Development

Ryan Ackers will take charge of acquisitions of elite advisory teams with a planning focus

Wealth Manager Joins First Republic in New York

Bakshi was named Managing Director and Wealth Manager.

Rob Bauer steps down from International Centre for Pension Management

“The ICPM Board initiated a global search earlier this year to identify the best prospective candidates to succeed Rob, who has led ICPM with distinction for the past eight years. We are thrilled to have Sebastien Betermier join our team,”

Magnus Financial Group Announces Michael Margiasso Has Joined the Firm as an Investment Operations Associate

Margiasso is a seasoned financial services professional with seven years of experience in the industry.

Santander Bank names Pierre Habis chief consumer and digital transformation officer

Smith will continue to report to Habis and join the Santander US Leadership Team.

Republic Capital Group Congratulates Adams Chetwood Wealth Management Group on New Partner

Allworth Financial, with $15 billion in AUA, clients in all 50 states, and offices in every region of the country, was founded in 1993 in Sacramento, California.

Orchard Global Asset Management announces Danny Jeon has joined the firm as Executive Director, Head of Client Solutions

Danny Jeon will be head of Orchard Global’s newly opened liaison office in Seoul, South Korea after more than 20 years of financial services experience in investment banking and asset management

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