Managers of Wealth Americas

Aviva Investors expands distribution team in the Americas with two senior hires

The two newly created roles follow the appointment of Duane Green as CEO, Canada, and Head of Americas in February this year

Citadel Securities hired a machine learning performance specialist from Google

Before that, Kelly, a PhD engineer, worked directly on TensorFlow's runtime and kernal performance optimization for Google.

JPMorgan's giant hiring spree as bankers defect to Citi. The hardest place to leave a banking job

The FT names Kamal Jabre, who arrived unexpectedly from HSBC, and Gerry Lee, who's joining from Goldman to be the global chair of investment banking.

JPMorgan Chase poaches record number of senior bankers as Wall Street talent war escalates

The bank is targeting subsectors

UBS Adds María Ángeles Bonany Muñoz in NYC as Executive Director & Family Office Specialist for International Clients

Academically, she holds a law degree from the Universitat de Barcelona, is a Juris Doctor from the University of Puerto Rico, and has a master’s degree from Universidad Europea, as well as a Fintech Boot Camp from Columbia Engineering

Focus Financial Partners Names Travis Danysh as Chief Strategy Officer

He will also continue to lead Focus’ Corporate Development function, which includes the firm’s M&A and portfolio consolidation efforts.

$305 Million Commonwealth Team Jumps to Raymond James in Ohio

The team reports to 20-year Raymond James veteran David Sisemore, Midwest divisional director for RJFS, according to the announcement.

Diagonal Investment Office Adds Eduardo Rehder as Wealth Management Senior VP

“The talent and vision make the difference,” begins the post on the professional social network. “We are pleased to welcome Eduardo Rehder as a new member of our team,” it continues

Now Citi hired JPMorgan's former global co-head of sponsors, private side sales

It's thought that he's joining Citi as co-head of debt financing alongside Uday Malhotra.

PlainsCapital Bank Welcomes Kameron Richards as Senior Vice President, Wealth Management Market Manager for Lubbock Region

He will be based at the Bank’s 50th and University location in Lubbock.

NewEdge Wealth recruits $613m Chicago-based Wells Fargo team

A four-person team led by David Chase becomes NewEdge Wealth's first outpost in Chicago.

Arrow Bank Announces New Leadership Roles Within Corporate Lending

As part of this strategic evolution, Ryan Case will now serve as Director of Corporate Banking

BofA names Faiz Ahmad, Mike Joo as co-heads of investment banking, memo says

Bank of America's global investment banking revenue was ranked third-highest in 2025, according to Dealogic data in mid-August.

SEC Names Appeals Court Judge, Marine Vet New Enforcement Director

Judge Margaret Ryan will succeed Acting Director Sam Waldon

JPMorgan hires two investment bankers to bolster services to energy companies

Brad Epstein is being hired within JPMorgan's natural resources investment banking coverage team, with a focus on serving companies in the midstream and downstream sectors.

Merrill Lynch Wealth Management Appoints Fabio Concesi as Market Executive for Palo Alto

Until this past July, Concesi served at the investment bank as associate market executive in the Wealth Management Miami & Islands division

Nu appoints Armando Herrera as the new CEO of its Mexican operations

Nubank, one of the largest digital financial services platforms in the world, announced that as of September 2, Armando Herrera will serve as the new CEO of Nu Mexico.

Naureen Hassan Comes Out of Retirement as DriveWealth CEO

The former UBS Americas president replaces Michael Blaugrund, who will take on a newly created role at the NYSE’s owner, Intercontinental Exchange, his former employer.

Bank of America promotes Ahmad and Joo to co-heads of investment banking

The US bank has changed the leadership at the top of its dealmaking unit

Brown Brothers Harriman expands Philadelphia office with the addition of new Managing Director

Katie Casey brings over 20 years of wealth management experience to the BBH Multi-Family Office.

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