Managers of Wealth Americas

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.

Simon Quick Advisors Names Benjamin Renzo, Esq. as Head of Family Office

Ben previously served as Founder and Managing Partner of Premier Family Office, with offices in Los Angeles and Des Moines, where over the past 25 years he provided sophisticated family office services for selected clients.

Axis names Enstar finance chief Matthew Kirk as incoming CFO amid leadership transition

Kirk, currently CFO of Enstar Group, brings 30 years of experience across insurance, finance, and accounting, with deep expertise in property & casualty.

RSM Strengthens Middle Market Leadership Position with Key Appointments

These appointments bolster our firm’s strengths and capabilities, paving the way for ongoing growth that deepens relationships with existing middle market clients

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

Antonio Portuondo Named Municipal Corporate Trust Leader of Western Alliance Trust Company, N.A.

Portuondo brings 26 years of experience in corporate trust and public finance

UCR foundation board welcomes new trustees

The new members are Ray Joseph, Kindra Montgomery-Block, and Jennifer Nuckles.

AIG Appoints Scott Hallworth as Chief Digital Officer

Mr. Hallworth will join AIG on September 1, 2025

SlateStone Wealth names new chief equity strategist

Erin Gibbs will focus on the development of a quantitative equity platform, starting with a strategy for small- and mid-cap investments.

UBS Hires Ryan Rozniakowski as Senior Market Director for Northern New Jersey

Ryan brings the leadership experience, cultural mindset, and client focus needed to serve this critical market

Amy Wierenga named PNC chief risk officer

Wierenga currently serves as head of Financial and Model Risk for IRM

Raymond James Welcomes $1.8 Billion Financial Advisor Team in New Jersey and Florida

The team arrives from M Financial Group where they collectively managed approximately $1.8 billion in client assets and are joined by more than 15 investment and branch professionals.

BBVA GWA Appoints Augusto Tricotti as Financial Advisor in Miami

BBVA Global Wealth Advisors (GWA) announced the appointment of Augusto Tricotti to its commercial team as financial advisor in Miami

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