Managers of Wealth Americas

Amrita Patel to lead Wells Fargo Equipment Finance

Patel will report to Mary Katherine DuBose, head of the bank’s secured lending and leasing businesses within Wells Fargo Commercial Banking.

RBC Taps Citi’s Borisoff, Bott for Private Equity, Retail Deals

Borisoff, most recently Citigroup’s head of West Coast global asset managers, last year relocated to San Francisco from London.

Jacobi AM appoints former BlackRock managing director as CEO

Bednall spent more than 13 years at BlackRock

Principal expands operations in Brazil, appoints CEO

Industry veteran Robert van Dijk to lead firm’s growth strategy in Brazil

Stride Bank Growing Wealth Management Team

Welcome, Brad Wallace!

Hightower Names Managing Director, Head of Alternatives in the Firm's Investment Solutions Group

In this newly formed role, Picard and the Investment Solutions group will support advisors by expanding access to best-in-class private-market investment opportunities and custom portfolio consulting.

Summit Financial announces team expansion

Wealth advisory firm hires two employees as part of strategic growth plan

BNY Mellon Wealth Management Names Mid-Atlantic Regional President

Prior to joining BNY Mellon Wealth Management, Laura was at Glenmede, an investment and wealth management firm serving institutions and individuals, for more than 25 years.

Ryan Detrick Joins Carson Group from LPL

Carson taps former LPL market strategist to advance its investment platform and research capabilities.

Former Miami wealth shop CEO joins Bolton in senior role

The independent broker-dealer and RIA confirmed that Butnaru joined this week after spending the previous 10 years as chief executive officer of Boreal Capital Management’s business in Miami.

Participant Capital Names Eli Neusner Managing Director, Head of U.S. Investor Relations

"Eli brings extensive investor relations, capital raising, communications and client relationship management experience to the firm,"

AIG Names Executive Vice President, Reinsurance Purchasing and Risk Capital Optimization

He was a member of the senior management team of Benfield Group.

Janus Henderson Appoints New Global Data Management Leader

Janus Henderson recognizes that as an active manager data is the lifeblood of its business, particularly for a global firm navigating complex regulatory requirements, so strong leadership in data management is essential.

Exclusive Deutsche Bank's investment banking coverage chief to depart

Global co-head of mergers & acquisitions (M&A) Bruce Evans will now oversee investment banking coverage and advisory for the Americas at Deutsche Bank.

Truist names head of DEI

Industry veteran tapped to lead bank-wide strategic inclusion and diversity initiatives

Merrill Private Wealth Lassoes Citi Private Banker Managing $300M in Dallas

The lead brokers of the T&G team—Melissa Transier and Chris W. Green—had joined Merrill in 2009 from Citigroup Global Markets, according to their Brokercheck reports.

Miller appoints Paul Jacobs and Steve Quick to new Rural team

“Paul and Steve both have extensive experience advising and supporting landowners, while the high-touch service and bespoke approach needed for complex clients in this space is a natural fit with Miller’s strengths.”

Two gatekeepers leave RBC's manager research team

Two gatekeepers have left the RBC Global Wealth Management manager research team in the last month.

Mary Katherine DuBose Named Head of Wells Fargo’s Asset-Based Lending & Leasing Businesses

In this role, DuBose leads key lending divisions for Commercial Banking, delivering streamlined, efficient working capital solutions to serve the needs of clients globally.

State Street Appoints New Global Chief Marketing Officer

Brenda Tsai brings more than 27 years of marketing leadership experience to one of the world’s largest investment servicing and investment management firms

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