Managers of Wealth Americas

IGM Financial chief executive Jeff Carney stepping down for health reasons

James O’Sullivan will now lead IGM Financial and Damon Murchison will lead IG Wealth Management

Impax Asset Management hires senior client director

Impax had £19.3 billion ($25.8 billion) in assets under management as Aug. 31.

Daniel Gamba, CFA, becomes Chair of the Board of Governors; Maria Wilton, CFA, ascends to Vice Chair

Margaret Franklin, CFA, President and CEO, CFA Institute, said: “I am looking forward to working with Daniel, Maria, and our entire all-volunteer Board as together we seek to navigate these unsettled times. I am proud of our Board’s commitment

Lisa Davis joins Canopius as it looks to harmonise US operations

Canopius said it will draw on its partnership with Samsung Fire & Marine Insurance (SFMI), which became a significant minority investor in Canopius in 2019, by using its admitted paper to underwrite more US business.

Patrick Kelleher to retire from Somerset Re, Jeff Burt lined up as replacement

He will continue to work with Hannover Re on structuring bespoke transactions, utilising the full complement of capabilities to appropriately address client needs.

UBA chief gets American appointment

The committee is composed of prominent members of the US business community and Ms. Yomi-Ajayi is the sole representative of an African institution.

Apollo Names Leadership Group for Dedicated Impact Investing Platform

Marc Becker and Joanna Reiss Named Co-leads of Impact, Lisa Hall Appointed as Chair of Impact

William J. Connolly Joins UBS Private Wealth Management in Boston

Will has been devoted to providing exceptional value to clients since starting in the industry, and was identified as an emerging talent, leader and investor early in his career.

Nomura Hires Head of CMO Trading

Mr. Cannon brings 27 years of market experience and deep client relationships in the CMO markets.

Kalbian Hagerty ropes in top corporate lawyer for prime US job

He is admitted to practice in Washington, DC and California.

Female Advisor's Team With $500M AUM Exits Morgan Stanley For Rockefeller

The team is the 24th to join Rockefeller this year, and the fourth to join the firm during the month of September.

Jane Fraser to become first female CEO of US moneycentre bank on Corbat succession

Jane Fraser is a member of the Board of Dean’s Advisors at Harvard Business School, serves on Stanford University’s Global Advisory Council and is a member of the Council on Foreign Relations.

Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Wayne Lambert as Senior Financial Planner

Wayne will work alongside an experienced team of licensed portfolio managers to help clients achieve long-term success and prosperity using an entirely comprehensive and holistic approach.

Former Wells Fargo First Vice President Aligns with Kestra Financial

Prior to establishing Nobilis Wealth, LLC, Hollmann served as First Vice President at Wells Fargo Advisors.

Piper Sandler Appoints Co-Head of Consumer Investment Banking

Before joining the firm, Lane was a partner at Partnership Capital Growth, a boutique investment banking providing M&A and private placement services to health and wellness-oriented businesses.

Fieldpoint Private Welcomes Adam Ercoli

Greenwich-based Firm Continues Expansion of Private Commercial Banking

Fieldpoint Private Hires BNY Duo with $900 Million Book

The group together produced $5.2 million in annual revenue, the brokers said in an interview about their move.

Chubb Appoints Diego Sosa to Lead Company's Operations in Japan

Mr. Sosa has more than 25 years of experience in insurance and finance, including 13 years at Chubb.

Houlihan Lokey Hires Senior Advisor

Industry Veteran to Lead New Effort Focusing on Women-Owned Businesses

Wells Fargo Dismisses $6.5 Billion ‘Top’ Bank Broker in Palo Alto

Abrams could not be reached for comment. His practice partner, Joseph Yapaola, said hee could not comment or provide a contact number.

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