Managers of Wealth Americas

GHD appoints James Viray as global sustainability leader

GHD tags its strategic vision as revolving around “water, energy, and urbanization made sustainable for generations to come.”

Booz Allen names Jon Muñoz as chief diversity officer

Before Hilton, Muñoz was a senior manager in the national office of inclusion & diversity at T-Mobile, where he spent five years.

Truist adds industry specialties to growing Commercial Banking team

"The companies in the waste and environmental services industry value a banking partner that understands the regulatory and capital complexities surrounding this space,"

California Teachers pension fund puts a woman in charge

Cassandra Lichnock will be the California State Teachers’ Retirement System’s first female chief executive

Sam Colton Joins First National Bank as Director of Treasury Management

Joining FNB with more than two decades of industry experience, Colton previously held leadership positions in Treasury Management with Citibank, PNC and National City.

Advisor Team Joins Ameriprise for Best-in-Class Technology Capabilities

Anthony DeAngelo says Ameriprise’s client- and advisor-facing technology ecosystem will have an immediate impact, allowing capacity for growth with a continued emphasis on the client experience

Just Wealth appoints 13 advisers

Since the beginning of the year, there have been more than 100 applications, with 47 of those making it through to interview.

Morgan Stanley sets up potential successors to CEO James Gorman by naming new co-presidents

Morgan Stanley named Ted Pick, who runs the firm’s Wall Street trading and advisory division, and wealth management head Andy Saperstein as co-presidents starting next month.

Wilmington Trust Announces Promotion of Robert S. Bridges, Jr. to Managing Director and Senior Investment Advisor Serving the Florida Region

Robert will continually monitor and, when appropriate, rebalance his clients' portfolios in keeping with their asset allocation strategies and to take advantage of new investment opportunities suitable to their needs.

Morgan Stanley Announces Key Leadership Changes

All of these appointments become effective on June 1, 2021.

Deutsche Bank appoints US general counsel to head anti-financial crime unit

He has been with the bank for more than ten years and currently serves as global head of litigation and regulatory enforcement, as well as general counsel for the Americas.

JPMorgan Chase promotes two women as potential Dimon successors

The consumer and community banking division - which includes home lending, credit cards and auto loans in addition to consumer and business banking - accounted for nearly 40 per cent of JPMorgan's revenues in the most recent quarter, and comprises ke

Financial Services Visionary John Thiel Joins LifeYield’s Fiduciary Board

He brings LifeYield a deep commitment to successful investor outcomes, years of industry experience, and an in-depth understanding of the complex challenges

Northern Trust appoints Global Head of Asset Servicing Product Management and Strategy

Hill joins Northern Trust from Capgemini where he was a senior director for its global insurance and financial services group.

Raymond James Ltd. Welcomes Managing Director and Head of Real Estate Investment Banking

Mr. Lucchese has more than 20 years of industry experience at both independent firms and bank-owned dealers.

M&T Bank Names Next Head of Markets and Investor Relations

Longtime Head of Investor Relations, Don MacLeod, to Retire at End of Year

Rockefeller Capital Management Expands Private Wealth Business into Boston, Welcomes Team of Five to Northeast Division

The team joins from UBS and will report to Managing Director Michael Parker who heads the company’s Northeast Division.

BNY Mellon Wealth Management Named Top Senior Client Strategist in Boston

Chad joins BNY Mellon Wealth Management from Northern Trust where he was a Wealth Strategist in San Francisco

Manulife Investment Management creates new Head of Real Assets position

The appointment reflects Manulife Investment Management's growing private markets business, and the rising interest for real asset investment solutions.

Apollo Hires A Senior Partner

Newly Created Leadership Role Underscores Apollo’s Continued Commitment to Building Leading Capital Solutions Platform

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