Managers of Wealth Americas

Advisor Group Appoints Industry Leader

In addition, she will serve in a consultative capacity to Jamie Price to help ensure a focus on the firm's top priorities and initiatives.

Appointment of Chris Marschall as Head of Financial Institutions Group for Crédit Agricole CIB Canada

As Head of Financial Institutions Group for CACIB Canada, Chris will lead the coverage efforts and strategy for all of CACIB’s business with Canadian Financial Institutions (pension funds, asset managers, banks and SSAs) globally.

MarketAxess announces transition chief financial officer

Christopher Gerosa, MarketAxess Head of Accounting and Finance, to succeed Tony DeLise as CFO

Moelis Asset Management appoints Head of Business Development

He joins on Wednesday, July 21st and will be based in New York.

Leading Investment Funds Partner Joins Latham & Watkins in New York

William C. “Beau” Brashares advises fund sponsors in the formation and management of private investment funds.

Charles Li Elected to MarketAxess Board of Directors

Mr. Li is the former Chief Executive of Hong Kong Exchanges and Clearing Ltd (HKEX), the world’s largest exchange operator, serving from 2010 to 2020.

Deutsche Bank's international private bank unit hires seven bankers in Americas

The German lender's IPB unit offers advisory and wealth management services to high net-worth individuals and their families.

Letitia Berbaum Celebrates Role as COO and Wealth Advisor at The Zandbergen Group

The Zandbergen Group launched in late 2020 and recently opened their new state-of-the-art office in Laguna Beach, California

BCT Investments Expands with New Team of Experienced Wealth Managers

We are delighted to announce the expansion of our BCT Investments services

Knaffla named VP, trust and wealth management officer for Range Bank Trust and Wealth Management Services

As a practicing elder-law attorney, Knaffla brings 15 years of experience in trust and estate management

BNY Mellon Shuffles C-Suite Heads

Before joining BNY Mellon Wealth Management, Grant served as head of global investment and product strategy for Mellon Investments.

Female-Led Team Managing $800MM Joins Insigneo From Wells Fargo

Nilia Gasson has been living in Miami since 1965 and has served 40 years in the industry as a Financial Advisor, 30 of them were at Wells Fargo Advisors and its predecessor firms.

Fast Growing Wealth Management Boutique – Summit Trail Advisors – Expands Family Office With 11-Person Financial Planning Team Focused on Ultra High Net Worth Families

Summit Trail to Provide a Full Suite of Family Office Services to the UHNW Market

Blackstone Hires Courtney della Cava as Senior Managing Director and Global Head of Talent & Leadership for its Portfolio Companies

She joins the firm from Bain & Company, where she was a Partner in its Leadership and Talent Practice based in San Francisco.

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