Managers of Wealth Americas

UBS Appoints Jeremy Autry as Market Director in the Manhattan Market

Prior to joining UBS, he served as Associate Market Manager for the 5th Avenue Market at Morgan Stanley, where he held leadership roles spanning sales, financial planning, and wholesale distribution.

eLEND hires Roman Ramora as chief technology and innovation officer

Ramora will lead eLEND’s technology strategy

BGL Welcomes Brian Thom as a Managing Director in Technology

This addition expands the firm's expertise in cybersecurity and infrastructure software as AI-driven advancements reshape the industry

Nomura Asset Management Appoints Chief Investment Strategist

Veteran Strategist to Lead Content Commercialization, Strengthen Wealth Advisor Relationships and Collaborate with Institutional Clients

Altair Strengthens Global Leadership with New Appointments

Commenting on the appointments, Ian Lambert CEO, said: “We are delighted to welcome Ian and Steve to Altair."

Mike Selfridge Joins Zions Bancorporation as Executive Vice President and Head of Wealth Management

He led the strategy, business development, and delivery of family office services for the firm's largest relationships, driving growth and excellence in service delivery.

Amy Watts Joins Greenfield Savings Bank's Wealth Management Team

GSB's Newest Financial Advisor to Deliver Personalized Client Strategies for Long-Term Financial Planning and Wealth Management Solutions

Former Google exec named as Citi CIO

His appointment was welcomed by Tim Ryan, head of technology and business enablement at Citi.

Lincoln Investment Appoints Anthony Bueti as Chief Operating Officer to Scale Enterprise Operations for Wealth Management Firm

The appointment of Anthony Bueti furthers a strategic leadership restructuring aimed at enhancing advisor experience and operational efficiency for the $60B wealth management firm.

PGIM appoints Brian Towers to lead global insurance and strategic partnerships

In this role, Towers will draw on investment expertise across PGIM to help deliver integrated investment solutions and build long-term strategic partnerships with insurers.

PlainsCapital Bank Welcomes Vernetti as Vice President, Wealth Management Administrator

She will be based at the bank’s 50th and University location in Lubbock.

Northern Trust Wealth Management Appoints Beata Kirr as Chief Investment Officer of Global Family Office

Kirr will oversee investment strategy for GFO, leading portfolio construction and delivering investment insights to ultra-high-net-worth families and family offices.

Masttro Appoints Dan Gorlick as Chief Product Officer

Veteran product leader from BlackRock, Google Cloud, and S&P Global joins Masttro, the AI-powered data platform for family offices, private banks, and RIAs that serve UHNW clients, to lead product strategy and shape ongoing growth plans

RFG Advisory Invests AI Notetaking Platform Zocks

The RIA has also named Zocks co-founder and CEO Mark Gilbert and former Envestnet executive Jim Patrick to its board of directors.

JPMorgan Chase: Hiring Of Senior Dealmakers Signals Push Into AI And Technology Investment Banking

Both join JPMorgan as managing directors, bringing deep experience advising major technology companies on mergers, acquisitions, and capital markets transactions.

Boutique bank Evercore hired a JPMorgan industrials banker, promoted him to MD

Allen Shalam joined Evercore last week as a managing director, based in the firm’s New York office.

US Bank taps former NFL player Steven Israel to expand athlete-focused wealth push

Ex-player’s financial services career was most recently with JPMorgan Private Bank.

$62B RIA Clearstead Hires M&A Head

In addition, Raymond James hires an ETF strategy head from Dimensional Funds, Cetera taps a growth lead from Fidelity, Harbourfront Wealth CEO names his replacement, and Rossby hires a compliance chief.

Associated Bank hires Lisa Buetow as senior vice president, Private Banking, major metro markets director to accelerate growth

Prior to that, Buetow held senior leadership roles at Abbot Downing

NFL Veteran Steven Israel joins U.S. Bank Wealth Management to Drive Efforts to Help Professional Athletes with their Financial Needs

The collaboration builds on a strong, trusted relationship between the two organizations spanning more than 20 years and represents a shared commitment to innovation and financial stability.

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