Managers of Wealth Americas

Scott Wieler and Bill Kohr named leaders of M&A firm DC Advisory

DC Advisory US was formed in 2019 following the 2018 acquisition of boutique investment banks Signal Hill and Sagent Advisors.

Six-Person Advisor Team Joins UBS Private Wealth Management in San Francisco, CA

In addition to JT, Angela and Sean, the team also includes Client Service Associate Jordan Sayer, Senior Wealth Strategy Associate Chris Carothers, and Senior Wealth Strategy Associate Tyler Baker-Williams.

Validus opens New York office; names Goldman's Brian Cohen as MD

He will lead the firm’s expansion in North America, building up the advisory and client relationship team in New York.

KKR Appoints Akira Kurabayashi As Industry Advisor

Mr. Kurabayashi serves on various Boards including Money Forward, From Scratch, Andpad, XICA, toBe Marketing, UPWARD, Kakehashi, Mazrica, Trend Express, Adacotech, and Creadits.

Allen & Overy strengthens U.S. leveraged finance practice with two new partners in New York

The announcement follows the recent hiring of A&O’s Head of U.S. Leveraged Finance Jake Mincemoyer, who worked closely with Gordon and Stan at White & Case before joining A&O in February 2021.

Latham Grows Insurance Litigation Team

Kirsten Jackson brings deep experience in insurance-related matters as well as business and contractual disputes.

Morningstar Investment Management brings on new Americas managing director

Mr. Linstra is responsible for overseeing all the firm's revenue generation and distribution efforts in the Americas.

IFM adds to board

Her appointment takes the IFM board to nine people.

WSIB head Theresa Whitmarsh to join IFM board

On May 21, WSIB announced that Ms. Whitmarsh will be leaving the organization at the end of 2021 after 13 years at the helm.

Revolut to make Dallas its hub for US expansion with 300 hires

The digital challenger is aiming to reach 1m American customers by early 2022.

CalSTRS among institutions seeing leadership changes

In March 2020, Mr. Ehnes originally announced his intention to retire in September 2020

Snowden Lane Partners expands international wealth presence with new adviser team

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of a new advisory team based in their New York City headquarters.

BNY Mellon Wealth Management Appoints Regional President

Prior to SBSB, Karen held senior positions at U.S. Trust, Pitcairn Family Office and Rockefeller Capital Management.

Boston Consulting Group Elects Christoph Schweizer as Next Chief Executive Officer

BCG’s Head of Central and Eastern Europe and the Middle East Will Succeed Rich Lesser Following Era of Extraordinary Growth and Impact

Wire Wars

The team had managed $420 million in assets and generated about $1.4 million in annual revenue, confirmed Emile, who was reached at his new office on Thursday.

M&T Bank Appoints Long-time Leader Mike Keegan to Head New Community Markets Team

"We are deeply committed to meeting the evolving needs of our customers"

Markel hires Senior Director, Markel Specialty Programs

Xu earned her MBA from New York University's Stern School of Business and bachelor's degree from the University of International Business and Economics. She also holds Chartered Financial Analyst (CFA) and Chartered Property Casualty Underwriter

Chuck Foresyth Joins Signature Wealth Group

Before entering the financial services industry, Chuck served in the U.S. Army as a paratrooper and multilingual interrogator serving in Bosnia and Russia.

BNY Mellon Wealth Management Names Head of Sales - Investor Solutions

Camille started at BNY Mellon Wealth Management as a high-performing client strategist and stepped into the DC Regional President role quickly earning the trust and admiration of her team as a great leader and business builder

Foundation Wealth Partners Welcome New, Oakville-Based Advisor Team

The Oakville team’s decision to join Foundation Wealth was driven by a desire to match their entrepreneurial drive with a firm that is committed to raising the quality of advice delivered in Canada.

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