Managers of Wealth Americas

CI Financial boosts Board of Directors

Veteran U.S.-based lawyer brings 35 years of banking and business law experience

Mercer Appoints US West Market CEO

Mustafa is a dynamic leader with extensive consulting and leadership experience

Team with More Than $670 Million Joins Ameriprise

Penn Wealth Planning says Ameriprise’s financial planning expertise and commitment from leadership will help them deliver first-class service to clients

BMS appoints Canadian chairman

He is a highly experienced risk management professional with an impressive career history.

Ankura promotes 17 to senior managing director

Ankura had 14 people in its senior managing partner class of 2021, including 12 in the United States.

Zinnov hires principal consultant in digital practice

"Enterprises have been on a war footing to strengthen their positioning to successfully ride the wave of disruptions, and modern technologies are a major ammunition in their arsenal,”

BlackRock names new chief risk officer

Golub decided to “step back from his day-to-day duties,” according to the memo, but will remain a senior adviser for the firm.

Wilmington Trust Adds Senior Wealth Advisor

Chabora holds a bachelor's degree in economics from Douglass College—Rutgers

Morgan Stanley Veteran Joins Fleming’s Rockefeller

Sharma also plans to form an investment company, Breakout Capital, in which Rockefeller Capital Management will be a partner.

BNY Mellon Wealth Management Expands Seattle Office with Two New Hires

Ben and Patrick bring impressive credentials to support our efforts to further grow and provide a full team of Wealth Management professionals to support the diverse needs of our Seattle and Puget Sound region clients as we work to deliver our Active Weal

Tiburon Founder Chip Roame Joins DPL Financial Partners Board

Industry titan brings decades of leadership experience and extensive industry connections to commission-free insurance platform for RIAs

Chief Strategy Officer joins Pitcairn

Veteran executive brings impressive financial and technology experience to further augment Pitcairn's industry-leading client service platform

Pinnacle Bank Appoints Senior Vice President, Senior Relationship Manager

She began her banking career with Imperial Bank as an AVP Commercial Loan Officer and rose to Regional Manager.

The benefits of Banking as a Service for traditional banks

Ms. Davis began her banking career with Imperial Bank as an AVP Commercial Loan Officer and rose to Regional Manager.

FIS Names President

"Her bold, experienced leadership will ensure that FIS continues to set the pace for how the world pays, banks and invests."

FWA appointments first president

She added that she looks forward to supporting the Alliance’s client-centric members and continuing to promote the company’s core value of Placing Families First.

Deutsche Bank Eyes Florida Expansion, Moves Burrows to Miami

Burrows will move to Miami from New York City as part of his new role, according to a memo to staff seen by Bloomberg News.

McKinsey partner joins Google as head of tech and society

The new appointment arrives as tech firms such as Alphabet and Meta face mounting criticism about the negative effects of their products and corporate practices.

Weil Adds Private Equity Partner Robert Rizzo in New York

“We are delighted to welcome Robert to the Firm,” said Weil Executive Partner Barry Wolf."

Participant Capital Names Bernard Wasserman President

The financial industry veteran will advance Participant Capital's mission to empower wealth managers with the ability to invest their clients' capital in Class A real estate developments alongside institutional investors

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