Managers of Wealth Americas

CFP Board Names Rise Growth Partners Executive as Chair-Elect

She’ll succeed current CFP Board Chair Matthew Boersen and Chair-Elect Liz Miller.

JPMorgan Executive Leaves to Join Wealth Tech Platform as CIO

Misra, who will be based in New York, will oversee the fund’s investments and will also manage the development of its proprietary valuation technology

Prospera Adds $115M California Advisor From Wells Fargo

Up the Graph Financial Group, led by Garrick Updegraph, joins from Wells Fargo Advisors Financial Network.

The Institutes adds President & CEOs of W. R. Berkley & Hanover to Board of Trustees

Berkley joined the firm in 1997

Wells Fargo Nabs Three Teams With $5.2-Mln Combined From UBS, Merrill

In the most recent of the moves, the husband-wife team of Jansen and Julie Bailey joined Wells on June 24 from UBS in Atlanta.

AIG names Executive Vice President, Chief Administrative Officer

She will also become a member of AIG’s Executive Leadership Team.

Appoints Andreas Argyrides as Executive Director and Senior Analyst Covering the Biotechnology Sector

Expanding the Depth and Breadth of Oppenheimer’s Biotech Equity Research

Leading Private Equity Partner Joins Latham & Watkins in Boston

Matthew Cohn advises private equity funds, growth funds, and public and private companies in domestic and cross-border transactions.

Withers welcomes Laurence Ho back as partner in Hong Kong

Laurence is qualified in New York and Massachusetts and works with individuals and families with a connection to the US on international tax, trust and estate planning matters.

Appoints Managing Director and Senior Analyst Covering the Fintech Sector

Kumar Brings Extensive Financial Services Experience to Lead a Four-Person Team that Reflects Oppenheimer Research’s Commitment to FinTech and Payments

State Street appoints new CEO of Brazil

Prior to joining State Street, Tomas worked for Standard Chartered in Brazil

Regions Bank Names Connie Rogers as Regional Wealth Executive for Texas

Rogers brings 25-plus years of industry experience to regional executive role.

Rothschild & Co hires Brandon Aebersold and Parry Sorensen as Managing Directors in North America

Senior hires bolster the firm’s Restructuring team in the United States.

RBC unveils executive leadership shuffle

The bank’s decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows

$46bn Integrity Wealth hires Alvarez & Marsal exec as president

Craig Walling has left the global management consultancy to lead Integrity Marketing’s newly rebranded wealth business.

Alexandra Barth joins the Corporate & Investment Bank as Co-head of Leveraged Finance

Alex received a Bachelor of Arts from Dartmouth College.

Chubb Appoints David Lupica Vice President, Chubb Group and President of Westchester, Company's Wholesale E&S Business in North America

Lupica succeeds Scott Meyer

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